Recent Discussions

Discussion List

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  Web Releases 6.7.0 & 6.7.1

  Closed Coach Natalie 241 views 0 comments -1 point Most recent by Coach Natalie February 20Updates From the Product Team
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  Web App: Ability to show reminder carousel but collapse cash flow graph (edited)

  Active DryHeat 32 views 2 comments 5 points Most recent by EL1234 February 20Feature Requests
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  Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited)

  Closed TJ_JR2 642 views 19 comments 2 points Most recent by amedina February 20Adding and Updating Accounts
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  Merged: HSA Bank - Unable to add HSA Invest Account (edited)

  Closed GlobalChanges 1 view 0 comments 0 points Most recent by GlobalChanges February 19Adding and Updating Accounts
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  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 21 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests
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  Deleting Future Reminder (not next reminder) deletes previous reminders

  Closed RobWilk 62 views 4 comments 0 points Most recent by EL1234 February 19Troubleshooting
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  Investment Report Request: Heat Map

  Closed bsmorovitz 31 views 1 comment 1 point Most recent by Coach Jon February 19Investments
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  Merged: Bank Payee field

  Closed DryHeat 1 view 0 comments 0 points Most recent by DryHeat February 19Managing Your Transactions
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  Automatically update accounts in the background without having to login (edited)

  Active bobluck 376 views 9 comments 33 points Most recent by AlbFer February 19Feature Requests
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  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 1 view 0 comments 0 points Most recent by Shibin Ishaque February 19Using the Net Worth Feature
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  Can we apply an exchange rate for an account?

  Closed SROBERTS 22 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 62 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  How to Invoice Clients for Incurred Expenses

  Answered ✓ Closed Mortimer Duke 32 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
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  Please add Mazda Financing

  In Review Annie 545 views 15 comments 14 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  Second United Wholesale Mortgage URL

  In Review monroe 1.3K views 25 comments 11 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  HealthEquity HSA Investment Account Missing

  Closed aqua 292 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  CareCredit account no longer available to connect after login portal migration (FDP-103)

  Closed daeSTorm 330 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 11 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  Historical data for some accounts not being pulled in

  Closed System 23 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Merged: HealthEquity issue NOT resolved. Why are you deleting my posts?

  Closed nrp06 1 view 0 comments 0 points Most recent by nrp06 February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Closed Bill N 112 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Bilt Rewards - INSTITUTION_NOT_RESPONDING / No transactions (edited)

  Closed ambronet 539 views 27 comments 0 points Most recent by Coach Natalie February 18Adding and Updating Accounts
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  Merged: Money taken out of savings goals goes back into available to spend

  Closed SMSmith96 1 view 0 comments 1 point Most recent by SMSmith96 February 18Feature Requests
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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 1K views 29 comments 66 points Most recent by SMSmith96 February 18Feature Requests
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  Sales Receipts for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 22 views 2 comments 1 point Most recent by Coach Natalie February 18Quicken Business & Personal Feedback
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  New Feature Alert: Sales Receipts for Quicken Business & Personal!

  Closed Coach Natalie 211 views 1 comment 1 point Most recent by Coach Natalie February 18Updates From the Product Team
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 142 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 1.1K views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  Options to show discretionary spending across categories in Planned Spend?

  Closed everydave 91 views 9 comments 0 points Most recent by Coach Jon February 17Using the Spending Plan
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  ADP Retirement Services - Care Code: Not found / FDP-103 (edited)

  Closed jgould56 169 views 13 comments 0 points Most recent by Coach Jon February 17Adding and Updating Accounts