Recent Discussions

Discussion List

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  Nordstrom Credit card reverse balance

  Closed jonblauch 31 views 1 comment 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Is it possible to set up tracking for prior years for tax purposes? (edited)

  Closed Gritz_928 22 views 2 comments 0 points Most recent by UrsulaA July 2025Getting Started
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  Customize Notifications by Account (edited)

  Active emfred 51 views 4 comments 11 points Most recent by kgJettaIV July 2025Feature Requests
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  Setting up Online Access for Home Depot Consumer Credit Card - FDP-105 (edited)

  Closed azrocketsci 13 views 2 comments 0 points Most recent by azrocketsci July 2025Adding and Updating Accounts
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  "You have already added all your accounts" with Thrivent Financial

  Closed System 1 view 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Fidelity FDP-105 Error

  Closed hj2438 73 views 3 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Truist Online Bill Payment Not Enabled

  Closed sbatey4828 31 views 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Truist not connecting CC-502 (edited)

  Closed jjaarons 61 views 3 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Connect a Chase credit card to Bill Connect (edited)

  Closed Pabs 61 views 1 comment 0 points Most recent by Coach Jon July 2025Bills and Income
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  I can't sync Quicken Simplifi with eTrade

  Closed ItalianPunch 144 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Refresh not working for Fidelity and Vanguard (edited)

  Closed richards_1025 61 views 5 comments 1 point Most recent by Coach Jon July 2025Adding and Updating Accounts
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  After my last update, my Porfolio was no longer available (edited)

  Closed Mbb#3992122 1 view 1 comment 0 points Most recent by Coach Natalie July 2025Troubleshooting
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  Replace current investment acts with new investment acts that have full cash acct capabilities

  Closed RTK 36 views 3 comments 0 points Most recent by Coach Natalie July 2025Feedback
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  Merged: will transfer verification deposits be withdrawn?

  Closed dcleck 1 view 0 comments 0 points Most recent by DryHeat July 2025Using Transfers
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  Excluded from Reports & Spending Plan Transactions

  Answered ✓ Closed Stevefxp 72 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
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  Payments/Deposits in Investment Accounts

  Closed RTK 53 views 3 comments 0 points Most recent by RTK July 2025Feedback
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  4
  Change the order of the "Planning" section in new navigation menu (edited)

  Obsolete Closed DannyB 52 views 7 comments 4 points Most recent by DannyB July 2025Feature Requests
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  SIMPLIFI Personal and Business - stripe is not an option to add?

  Closed MStar 31 views 2 comments 0 points Most recent by MStar July 2025Managing Businesses
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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 61 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests
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  Add support for the CBOE Canada (NEO) Exchange (edited)

  Active akogan 31 views 2 comments 2 points Most recent by GGP_YOW July 2025Feature Requests
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  Set up mortgage as a Recurring Transfer or Recurring Bill?

  Closed mamerica 42 views 2 comments 0 points Most recent by DryHeat July 2025Bills and Income
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  Mobile Releases 5.34.0 & 5.34.1

  Closed Coach Natalie 291 views 0 comments 1 point Started by Coach Natalie July 2025 Updates From the Product Team
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  Import Records Beginning at a Specific Date

  Answered ✓ Closed Stevefxp 32 views 3 comments 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  Fidelity brockerage transactions are no longer categorizing

  Closed usrA12 42 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Merged: Indicate chronological progress in Planned Spending

  Closed eli_shafer 1 view 0 comments 1 point Started by eli_shafer July 2025 Feature Requests
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  Why are transaction downloads are becoming more problematic?

  Closed dtnowell01 41 views 1 comment 0 points Most recent by Coach Natalie July 2025Feedback
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  Security Federal Savings Bank - IN - FDP-390 (edited)

  Closed wyattladd 31 views 6 comments 0 points Most recent by wyattladd July 2025Adding and Updating Accounts
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  Merged: Fidelity IRA accounts not reconnecting?

  Closed Bobf 41 views 0 comments 2 points Most recent by TS5150 July 2025Adding and Updating Accounts
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  Merged: Fidelity Account Connection Issues

  Closed FBOL 31 views 0 comments 1 point Most recent by FBOL July 2025Adding and Updating Accounts
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  Ability to release un-contributed funds from Savings Goals in the Spending Plan (edited)

  Active azs0018 11 views 0 comments 0 points Started by azs0018 July 2025 Feature Requests