Recent Discussions

Discussion List

• 
  Several Issues with Date Picker Dropdown in Bills & Payments and Reports pages (edited)

  Closed ajbopp 263 views 30 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Auto Loan Shows as a Positive Value (edited)

  Closed MikeZ 201 views 10 comments 0 points Most recent by MikeZ October 2025Troubleshooting
• 
  Simplifi has the worst customer service

  Closed BrandonG 213 views 16 comments 0 points Most recent by Coach Natalie October 2025Feedback
• 
  Dodge & Cox Funds FDP-108 error (edited)

  Closed Matt Anfang 21 views 1 comment 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  1

  Up
  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 43 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution or Biller
• 
  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 143 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
• 
  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 144 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  1
  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 25 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
• 
  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 148 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
• 
  14
  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 390 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
• 
  15
  Bill Connect: Chase Credit Cards (edited)

  Completed Closed Jaydam 248 views 7 comments 15 points Most recent by Coach Natalie October 2025Report Missing Financial Institution or Biller
• 
  4

  Up Down
  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 24 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
• 
  6

  Up Down
  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 91 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
• 
  Quicken AI - What is the benefit?

  Closed DannyB 238 views 6 comments 0 points Most recent by SRC54 October 2025Feedback
• 
  Merged: Can’t connect HealthEquity

  Closed JTubb 1 view 0 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
• 
  Web Releases 4.78.0 & 4.78.1

  Closed Coach Natalie 251 views 0 comments 1 point Most recent by Coach Natalie October 2025Updates From the Product Team
• 
  Deleted Savings Goal Still Showing in Savings Account (edited)

  Closed imigg 41 views 4 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
• 
  "Notes" cannot be updated from Transactions page

  Closed ag123 32 views 4 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  American Express Connection Acting Up But Working

  Closed SRC54 23 views 1 comment 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
• 
  Year over year Monthly Reports

  Closed DCDaveC 11 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
• 
  Stripe is not updating at all, if I disconnect the account make a new connection everything downloa

  Closed Drummer Boy Condo 12 views 1 comment 0 points Most recent by Coach Natalie October 2025General Troubleshooting
• 
  "Saved for goals" shows $0

  Closed System 21 views 3 comments 0 points Most recent by Etch44 October 2025Report a Bug
• 
  Lost connection to Bank of America Card

  Closed N4KHQ 11 views 0 comments 1 point Most recent by N4KHQ October 2025Adding and Updating Accounts
• 
  Foreign share market share price updates

  Closed Mining Limey 11 views 1 comment 2 points Most recent by SRC54 October 2025Feedback
• 
  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 76 views 9 comments 1 point Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  Can we link 2 separate people's accounts under the same Bank?

  Closed ag123 21 views 2 comments 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  Another issue with Wex (/Discovery) FDP-106 error (edited)

  Closed mdcooper88 16 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  TD Canada Trust - FDP-105 Error - Unable to Connect

  Closed DK777 12 views 1 comment 0 points Most recent by Coach Kristina October 2025Adding and Updating Accounts
• 
  8

  Up
  SmartyPig account (1 Merged Vote)

  In Review bowgy4 312 views 9 comments 8 points Most recent by JohnsonEJ23 October 2025Report Missing Financial Institution or Biller
• 
  196

  Up Down
  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 2.1K views 50 comments 196 points Most recent by DryHeat October 2025Feature Requests