Recent Discussions

Discussion List

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  Merged: Dashboard emoji

  Closed woodsman 1 view 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  SoFi Brokerage & IRA Account Balances

  Closed MikeZ 44 views 2 comments 1 point Most recent by MikeZ December 2025Adding and Updating Accounts
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  Merged: Limited Ranged in Series not being Honored

  Closed nmnmnmnmn 1 view 0 comments 0 points Most recent by nmnmnmnmn December 2025Troubleshooting
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  Add Rocket Loans

  Active Krick 52 views 0 comments 1 point Most recent by Krick December 2025Report Missing Financial Institution or Biller
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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 32 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  Spending report broken down by tag, duplicates transaction totals

  Closed edsdls 79 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Pending false Payment to Apple Card

  Closed N4KHQ 43 views 3 comments 0 points Most recent by N4KHQ December 2025Troubleshooting
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  TD Bank/First Community Bank connection has failed (edited)

  Closed CleoZ 113 views 6 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
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  FDP-103 Error still exists with Tangerine

  Closed ratienza 256 views 20 comments 0 points Most recent by andre December 2025Adding and Updating Accounts
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  Merged: More Total Spending Report Categories

  Closed 6-1blonde 1 view 0 comments 1 point Most recent by 6-1blonde December 2025Feature Requests
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  How do I show third level categories transactions in [planned spend]?

  Answered ✓ Closed PatD 174 views 17 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Savings Goal changed my account balance

  Closed luke.navarro 41 views 3 comments 0 points Most recent by DryHeat December 2025Troubleshooting
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  [ONGOING] 11/18/25: CIBC Bank USA returning FDP-163 error

  Coach Jon 112 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  [ONGOING] 11/18/25: Vanguard - Issue connecting multiple logins

  Coach Natalie 360 views 1 comment 1 point Most recent by Coach Jon December 2025Current Online Banking Issues
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  Known error showing Robinhood as not working.

  Closed FutureEye 22 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community
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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 32 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  How to display all category levels in Quicken Simplifi register?

  Closed Eric D 52 views 2 comments 1 point Most recent by Coach Natalie December 2025Managing Your Transactions
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  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 53 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution or Biller
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  Home bank www.home24bank.com Business Portal

  Closed tbestjr81 12 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 76 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 21 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 22 views 0 comments 2 points Most recent by SRC54 December 2025Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 1 view 0 comments 1 point Most recent by SCT41 December 2025Feature Requests
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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 893 views 26 comments 3 points Most recent by FutureEye December 2025Feature Requests
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 1 view 0 comments 1 point Most recent by Ruonline December 2025Feature Requests
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  Export to PDF is practically useless to me

  Closed SRC54 55 views 4 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  Nationwide 401k FDP-106

  Closed cl134 21 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Please add iTrustCapital

  Active MrMcNuggets 1 view 0 comments 1 point Most recent by MrMcNuggets December 2025Report Missing Financial Institution or Biller
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  Logix issue update? (edited)

  Closed MiketheFerg 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Create rule within transaction category removed

  Closed wavehowie 53 views 1 comment 0 points Most recent by Coach Natalie December 2025Feedback