Recent Discussions

Discussion List

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  Savings Goal Doesn't Update

  Closed brucelee1968 126 views 21 comments 1 point Most recent by brucelee1968 July 2025Report a Bug
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  OL-332 error with Edward Jones just started

  Closed cwinkler 112 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Web Releases 4.66.0

  Closed Coach Natalie 261 views 0 comments 1 point Started by Coach Natalie July 2025 Updates From the Product Team
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  Cannot add tag to only one side of a transfer transaction

  Closed stevel0821 15 views 1 comment 0 points Most recent by Coach Jon July 2025Troubleshooting
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  Please add Alight - GSK and AimLoan

  Closed Boompapen19 5 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  PayPal Balance will not show up Quicken Simplifi Business & Personal (edited)

  Closed Anastasia Franco 40 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Offer more “Due Date” sorts.

  Closed thklopper 15 views 1 comment 1 point Most recent by Coach Natalie July 2025Feedback
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  Refund for subscription (edited)

  Closed System 19 views 2 comments 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Planned Spending "Last Six Months" Average is overinflated (edited)

  Closed Strigolactone 67 views 12 comments 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Merged: SimplifY(!) labeling of “Transfers”.

  Closed thklopper 21 views 0 comments 0 points Most recent by thklopper July 2025Feature Requests
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  Transfers should show the word "Transfer" in the Category column

  Active EL1234 162 views 12 comments 74 points Most recent by thklopper July 2025Feature Requests
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  Shareworks by Morgan Stanley - Solium

  In Review ajkamel44 1.8K views 21 comments 16 points Most recent by thedudeman July 2025Report Missing Financial Institution
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  Simplifi - failing to connect to college 529 direct

  Closed FutureEye 25 views 2 comments 0 points Most recent by FutureEye July 2025Adding and Updating Accounts
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  Valon Mortgage integration is broken - Care code: 170 (edited)

  Closed gsong 105 views 9 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  Add “Split by Percentage” Option to splits. (edited)

  Active Flopbot 153 views 16 comments 11 points Most recent by SRC54 July 2025Feature Requests
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  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
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  Return of capital from mutual fund

  Closed DMac0724 12 views 1 comment 0 points Most recent by Coach Kristina July 2025Investments
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  Good and Bad after a month of using

  Closed virshu 401 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
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  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 86 views 17 comments 0 points Most recent by EL1234 July 2025Report a Bug
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  Still can't connect MidFirst Bank (FDP-107)?

  Closed roger.rogers 113 views 8 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  Merged: Original payee description text character limit is too short

  Closed Henrymechy 1 view 0 comments 1 point Started by Henrymechy July 2025 Feature Requests
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  Barclays FDP-192 error (edited)

  Closed System 47 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  Merged: "Remaining" In the Bills View

  Closed mamerica 11 views 0 comments 3 points Most recent by egal July 2025Feature Requests
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  FDP-103 for Human Interest 401k

  Closed danz740 261 views 18 comments 1 point Most recent by Phtrump July 2025Adding and Updating Accounts
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  Updated transactions matching amount but payee information is different

  Closed JGolan 3 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Don't change target amounts in Planned Spending when releasing funds (edited)

  Active DryHeat 146 views 17 comments 7 points Most recent by Max1223 July 2025Feature Requests
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  Microsoft Office Sub

  Closed Stevefxp 2 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 13 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
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  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 536 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 53 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests