Recent Discussions

Discussion List

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  Spending Plan Planning Page

  Active DannyB 12 views 0 comments 4 points Started by DannyB June 18 Feature Requests
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 33 views 4 comments 0 points Most recent by Dick_Davis June 18Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 32 views 5 comments 1 point Most recent by Dick_Davis June 18Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 60 views 11 comments 0 points Most recent by DannyB June 18Managing Your Transactions
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  More Rules

  Closed housetr 21 views 2 comments 0 points Most recent by housetr June 17Managing Your Transactions
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  Ongoing issue with Wex connection - Care code: 169 (edited)

  Closed mdcooper88 27 views 2 comments 0 points Most recent by mdcooper88 June 17Adding and Updating Accounts
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  111
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Planned 2sonsjim 981 views 41 comments 111 points Most recent by R C June 17Feature Requests
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  Stop (or control) recurring Bills being created automatically?

  Closed cloudquick 73 views 8 comments 0 points Most recent by cloudquick June 17Bills and Income
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  Merrill Lynch Investments

  Closed Taylor S 157 views 3 comments 0 points Most recent by Coach Jon June 17Adding and Updating Accounts
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  Coast Capital Savings in Canada

  Closed Queenofthenorth 3 views 1 comment 1 point Most recent by Coach Jon June 17Adding and Updating Accounts
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  Merged: Reviewed pending credit card transaction are marked-unreviewed when it moves to Posted

  Closed Shree3 1 view 0 comments 0 points Started by Shree3 June 17 Managing Your Transactions
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  Mobile accounts causes app to freeze

  Closed RSR 11 views 1 comment 0 points Most recent by Coach Jon June 17Troubleshooting
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  Deleted recurring series keep reappearing (edited)

  Closed spamwich 353 views 29 comments 0 points Most recent by spamwich June 17Troubleshooting
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  Can't connect to Empower 401k - FDP-105 (edited)

  Closed Jeff C 14 views 2 comments 0 points Most recent by Jeff C June 17Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 87 views 8 comments 0 points Most recent by rmquick25 June 17Investments
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  ETrade Investments won't sync - code FDP-103

  Closed Sstrico 29 views 2 comments 0 points Most recent by Sstrico June 16Adding and Updating Accounts
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  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Started by cloudquick June 16 Feature Requests
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  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 74 views 10 comments 0 points Most recent by Coach Jon June 16Report a Bug
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  Thrift Savings Plan (TSP) connection to Simplifi is broken - FDP-102 error (edited)

  Closed rjg5060 2.3K views 54 comments 5 points Most recent by eecalo June 16Adding and Updating Accounts
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  New 'Income & Expense Report' Feature Requests

  Closed JJo 15 views 1 comment 1 point Most recent by Coach Natalie June 16Feedback
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  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 23 views 3 comments 0 points Most recent by Dick_Davis June 16Feature Requests
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  6

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  Allow users to specify the order in which Transaction Rules are applied (edited)

  Active DryHeat 16 views 0 comments 6 points Started by DryHeat June 16 Feature Requests
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  Can't scroll to bottom of account list on ipad (web)

  Closed Cmac 565 views 36 comments 0 points Most recent by Coach Natalie June 16Report a Bug
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  Web Release 4.63.0

  Closed Coach Natalie 311 views 0 comments 0 points Started by Coach Natalie June 16 Updates From the Product Team
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  Morgan Stanley Checking Account Showing Up as a Brokerage

  Closed root62 44 views 7 comments 0 points Most recent by root62 June 16Adding and Updating Accounts
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  Stifel Investments

  Active Manabikc 173 views 7 comments 5 points Most recent by djs7 June 16Report Missing Financial Institution
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  Merged: Vanguard FDP-390 error

  Closed System 1 view 0 comments 0 points Most recent by cncb June 16Adding and Updating Accounts
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  Remove Business from Space or Fresh Restart

  Closed R C 54 views 4 comments 0 points Most recent by DryHeat June 16General Troubleshooting
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  Recurring monthly bill not accurately reflected in Cashflow...

  Closed cloudquick 62 views 11 comments 1 point Most recent by Coach Natalie June 16Troubleshooting
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  Merged: PLEASE add Cetera Advice works to SIMPLIFY

  Closed RiskyBizRoch 1 view 0 comments 0 points Started by RiskyBizRoch June 15 Adding and Updating Accounts