Recent Discussions

Discussion List

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  Fidelity Cash Management Accounts -- can only categorize as "Investments"?

  Answered ✓ Closed Vulpes 82 views 3 comments 0 points Most recent by SRC54 September 2025Adding and Updating Accounts
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  Statement Reconciliation Work Around

  Closed Dick_Davis 103 views 3 comments 1 point Most recent by Dick_Davis September 2025Share your Success!
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  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 26 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Do I need to update my account from my bank to clear transactions? (edited)

  Closed Herman 21 views 1 comment 0 points Most recent by Coach Jon September 2025Getting Started
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  Unable to Connect Acorns Account (11000 error)

  Closed csolutions 77 views 6 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Last month's Planned Spending sets itself to 0.00

  Closed SRC54 30 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Multiple Issues - Alerts Not Clearing, Achievements Reset Improperly

  Closed stacyvance 15 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
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  14

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  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 129 views 5 comments 14 points Most recent by Coach Natalie September 2025Feature Requests
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  FDP-192 error with Coastal Federal Credit Union (edited)

  Closed mclaugpa 31 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Merged: Change Account Types

  Closed kst 1 view 0 comments 1 point Started by kst September 2025 Feature Requests
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  Merged: BUG REPORT - Simplifii iPhone Mobile APP - SEARCH RESULTS INCOMPLETE

  Closed fromawayme 1 view 0 comments 0 points Started by fromawayme September 2025 Report a Bug
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  Merged: Search/Filter not displaying all transactions on mobile (edited)

  Closed debandrich 31 views 0 comments 0 points Most recent by The Merg September 2025Report a Bug
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  Merged: Accounts Able to do Attachments (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Started by Dick_Davis September 2025 Feature Requests
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  4

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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 15 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  15

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  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 351 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution
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  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 23 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan
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  1

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  Add a Liquid Cash Flow Report (edited)

  BlueGrits 44 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests
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  Report export no longer showing parent category for subcategories (edited)

  Closed Pilierp 215 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting
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  College Savings Plan of Maryland FDP-106 error (edited)

  Closed Sinfonia2010 229 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Merged: Income & Expense Report Misalignment Issue in Data Panel

  Closed DannyB 1 view 0 comments 0 points Started by DannyB September 2025 Report a Bug
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  Don't see "Export to CSV" for Net Worth Report (edited)

  Answered ✓ Closed Dmenk60 22 views 1 comment 0 points Most recent by Coach Natalie September 2025Using Reports
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  Rules – Add Additional Items (edited)

  Closed Dick_Davis 12 views 1 comment 0 points Most recent by Coach Natalie September 2025Managing Your Transactions
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  Thrivent Financial Returning the FDP-101

  Closed Dick_Davis 23 views 2 comments 1 point Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Unable to connect BMO Bank of Montreal (Error 103)

  Closed jdavidson 44 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Issue with Discover Bank and MFA (edited)

  Closed bbord 54 views 5 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Web Release 4.73.0

  Closed Coach Natalie 252 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Merrill FDP-105 error (edited)

  Closed System 1 view 2 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Mobile Releases 5.38.0 - 5.38.2

  Closed Coach Natalie 182 views 0 comments 0 points Started by Coach Natalie September 2025 Updates From the Product Team
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  Banco Popular Puerto Rico FDP-185/FDP-102 error

  Closed System 162 views 27 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Invoice personalization

  Closed sidewalkboots 46 views 2 comments 0 points Most recent by Coach Natalie September 2025Quicken Business & Personal Feedback