Recent Discussions

Discussion List

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  Entering Transactions from Dashboard on Mobile App (edited)

  Answered ✓ jbaker5400 19 views 1 comment 0 points Most recent by Coach Natalie March 4Getting Started
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  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 12 views 0 comments 3 points Most recent by alkaboy March 4Feature Requests
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  Apple Cash account balance incorrect on Iphone after latest update

  Pmrussell892 900 views 66 comments 0 points Most recent by Coach Jon March 4Adding and Updating Accounts
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  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 394 views 30 comments 2 points Most recent by Coach Jon March 4Investments
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  Spending plan for extended period

  John Dressel 20 views 3 comments 0 points Most recent by DryHeat March 4Using the Spending Plan
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  Savings Goals - Put monthly progress on the Savings Goals page

  Active RobWilk 29 views 2 comments 1 point Most recent by RobWilk March 4Feature Requests
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  Savings Goals - Make it track REAL savings accounts (edited)

  Active maplewolf90 144 views 4 comments 4 points Most recent by Coach Natalie March 4Feature Requests
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  Incorrect "expected bills" amount in 'bills to income percentage' notification email (edited)

  Bartman682 54 views 7 comments 0 points Most recent by Coach Natalie March 4Report a Bug
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  NEW 3/4/26: The Golden 1 Credit Union returns an FDP-105 error

  Announcement Coach Natalie 273 views 0 comments -2 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance

  Coach Jon 911 views 5 comments 5 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  [ONGOING] 2/18/26: FirstBank of Colorado returns an FDP-7500 error

  Coach Natalie 85 views 1 comment 0 points Most recent by Coach Natalie March 4Current Online Banking Issues
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  Vehicle value in Simplifi from KBB doesn't match KBB website

  trewbux 13 views 3 comments 0 points Most recent by SRC54 March 4Adding and Updating Accounts
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  Pending and cleared transaction showing as duplicates in Spending Plan

  RobI 78 views 9 comments 1 point Most recent by SRC54 March 4Using the Spending Plan
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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 310 views 12 comments 20 points Most recent by RobI March 4Feature Requests
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  Help! My monthly Planned Spend went haywire!

  Christina 29 views 5 comments 0 points Most recent by Coach Natalie March 3Troubleshooting
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  "Looking for something on Discover's site?" error when reconnecting Discover account (edited)

  System 71 views 6 comments 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  scheduled transaction transfers not syncing

  kigrgk 11 views 1 comment 0 points Most recent by Coach Natalie March 3Troubleshooting
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  Merged: Voya Error - "You have already added all your accounts at this bank."

  Closed samsonite 3 views 0 comments 0 points Most recent by samsonite March 3Adding and Updating Accounts
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  Customizable invoices and estimates

  CSoehner 15 views 1 comment 0 points Most recent by Coach Natalie March 3Invoices, Estimates, & Sales Receipts
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  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed amak 21 views 2 comments 3 points Most recent by Coach Natalie March 3Feature Requests
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  Crypto holdings downloading incorrectly from Coinbase and Robinhood (edited)

  Joelbryant1960 17 views 2 comments 0 points Most recent by Joelbryant1960 March 3Adding and Updating Accounts
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  Merged: Cashflow Enhancement

  Closed Dan83 3 views 0 comments 1 point Most recent by Dan83 March 3Feature Requests
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  Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)

  In Review Bob1 4.3K views 142 comments 216 points Most recent by Dan83 March 3Feature Requests
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  What does "auto match" use to match transactions?

  System 38 views 5 comments 0 points Most recent by Coach Natalie March 3Bills and Income
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  Venmo - Care Code: QCS-0429-2 / FDP-103

  belghaya 17 views 1 comment 0 points Most recent by Coach Natalie March 3Adding and Updating Accounts
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  [ONGOING] 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error

  Coach Jon 1.2K views 7 comments 6 points Most recent by Coach Natalie March 3Current Online Banking Issues
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  Watchlist monthly projection in day 2 of month is way off

  RobI 8 views 1 comment 0 points Most recent by DryHeat March 3Using Watchlists
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  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 10 views 0 comments 1 point Most recent by RobWilk March 3Feature Requests
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  Bill is being skipped

  Jhinkk 75 views 13 comments 0 points Most recent by DryHeat March 2Bills and Income
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  Add bank/fintech "Current"

  norizelap 21 views 1 comment 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller