Recent Discussions

Discussion List

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  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered ✓ Closed dc2psguy 132 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts
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  Error FDP-7500 FirstBank

  Closed Acleo 16 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  Closed eecalo 46 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Payment showing as a +

  Closed Tami07 49 views 5 comments 0 points Most recent by Coach Jon February 9Managing Your Transactions
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  Unable to link to KBB car values still $0

  Closed whyme 99 views 8 comments 0 points Most recent by Coach Jon February 9Report a Bug
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  Some active goals show up in my spending plan as having $0 monthly contributions (edited)

  Closed Jerrod 177 views 12 comments 0 points Most recent by Coach Jon February 9Report a Bug
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  Human Interest 401k

  Closed Phtrump 57 views 3 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Maryland 529 Accounts Not Syncing Due to Unsupported New Aggregator Authentication (FDP-103)

  Closed Frazzle Dazzle 279 views 17 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Alliance Benefit Group FDP-103 error

  Closed System 23 views 4 comments 0 points Most recent by Coach Natalie February 9Adding and Updating Accounts
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  Ability to use more than one account for Recurring Series (edited)

  20THOR18 58 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests
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  Requesting followup on bug

  Closed N4KHQ 33 views 3 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  Importing History

  Answered ✓ Closed lynchbro 182 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  Transactions Question

  Answered ✓ Closed lynchbro 24 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 28 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Add a Check # field to the Create Transaction window (edited)

  dbuelke 83 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  10

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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 95 views 4 comments 10 points Most recent by sbennet1 February 8Feature Requests
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 85 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  3

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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 37 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  Merged: Bilt Rewards Cards (Issued by Column N.A.; Serviced by Cardless Inc.)

  Closed alamantia87 101 views 0 comments 18 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  No PayPal transactions have downloaded since October

  Closed System 57 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 180 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  FRGXX share price incorrect

  Closed disc2120 155 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug
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  Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category?

  Answered ✓ Closed EL1234 44 views 4 comments 0 points Most recent by EL1234 February 6Categories and Tags
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 39 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  Merged: Kraken not tracking stocks holding correctly

  Closed tjipz 1 view 0 comments 0 points Most recent by tjipz February 6Adding and Updating Accounts
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  Web Release 6.5.0

  Closed Coach Natalie 263 views 0 comments 0 points Most recent by Coach Natalie February 6Updates From the Product Team
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  How to manually add monthly investment balances?

  Answered ✓ Closed DSJ 199 views 5 comments 0 points Most recent by SRC54 February 6Investments
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 313 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 2.1K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests