Recent Discussions

Discussion List

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  62

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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 604 views 20 comments 62 points Most recent by patate1684 December 2025Feature Requests
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  3

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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 37 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  12

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 265 views 9 comments 12 points Most recent by TiggerTrainer December 2025Feature Requests
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  Projected Spending Logic in Watchlists (edited)

  Closed jwphillips 46 views 3 comments 0 points Most recent by SRC54 December 2025Using Watchlists
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  Check # field is missing on the mobile app

  Closed System 151 views 16 comments 0 points Most recent by Coach Jon December 2025Report a Bug
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  Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

  Closed ThePi_Treasurer 49 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug
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  CIT Bank N.A request-body-field error

  Closed Marquette42 166 views 7 comments 2 points Most recent by Mike2023 December 2025Adding and Updating Accounts
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  8

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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 22 views 2 comments 8 points Most recent by DannyB December 2025Feature Requests
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  Add State Nebraska Bank and Trust

  Closed Krick 24 views 3 comments 1 point Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Still unable to type anything under purpose unless it is already on the list

  Closed Iva 1 view 0 comments 0 points Most recent by Iva December 2025Feedback
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  2
  Flourish

  Completed Closed Duke0486 51 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller
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  Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

  Closed Dick_Davis 63 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?
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  Investment Transaction Duplications (edited)

  Closed neon45 1.7K views 117 comments 0 points Most recent by neon45 December 2025Investments
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  CIT account showing wrong balance (edited)

  Closed Marquette42 59 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
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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 46 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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  1

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  Add Rocket Loans

  Active Krick 69 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 48 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 89 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Pending false Payment to Apple Card

  Closed N4KHQ 48 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 117 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 292 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 190 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 48 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 122 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 395 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 24 views 1 comment 0 points Most recent by Coach Natalie December 2025Using the Community
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  1

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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 38 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests