Recent Discussions

Discussion List

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  [ONGOING] 04/08/25: SEI Client Connect returning a $0 balance in the Accounts List

  Coach Jon 188 views 1 comment 2 points Most recent by Coach Jon April 22Current Online Banking Issues
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  Truist Bank is not connecting anymore

  Closed bost.05 118 views 2 comments 0 points Most recent by bost.05 April 22Adding and Updating Accounts
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  Ability to re-import exported CSV files (edited)

  Active nothin7 97 views 2 comments 8 points Most recent by philipkd April 22Feature Requests
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  Not recognizing Venmo transactions

  Closed Meileigh2021 17 views 2 comments 0 points Most recent by Mayra April 21Using Reports
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  Add FutureCard (by Piermont Bank)

  Active mariafed 20 views 0 comments 3 points Started by mariafed April 21 Report Missing Financial Institution
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  Spending from vacation/saving goals

  Closed robertorzm 30 views 1 comment 0 points Most recent by Coach Jon April 21Feedback
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  M1 Finance Not showing Money Market account when Syncing

  Closed gms 544 views 32 comments 1 point Most recent by Coach Jon April 21Adding and Updating Accounts
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  Connection error - Manulife Bank of Canada - FDP-101 (edited)

  Closed Niffer8 196 views 31 comments 0 points Most recent by Coach Jon April 21Adding and Updating Accounts
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  Merged: How to totally reset apple wallet connection?

  Closed RobWilk 1 view 0 comments 1 point Most recent by TheReal702 April 21Troubleshooting
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  Please remove the "everything else" clustering

  Closed upstatepainter 37 views 4 comments 0 points Most recent by upstatepainter April 20Using Reports
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  Merged: Custom organize "All transactions" column

  Closed 206Giff 1 view 0 comments 1 point Started by 206Giff April 20 Feature Requests
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  Why won't all my accounts update when I click on the Update Accounts button?

  Closed rlhoweth 22 views 3 comments 0 points Most recent by rlhoweth April 20Adding and Updating Accounts
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  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 36 views 3 comments 0 points Most recent by DryHeat April 20Using Reports
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  Add averages, min and max on the reports

  Closed ashdubey 2 views 1 comment 0 points Most recent by Coach Kristina April 19Feedback
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  Report will not recognize Venmo as a Payee

  Closed cat4130 1 view 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
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  Transaction disappears after it's entered

  Closed RossB 13 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
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  Imports aren't working - has this been resolved?

  Closed lmwst36 15 views 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
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  Simplifi program counts 401k and other paycheck deductions as expenses (edited)

  Closed chicago89 102 views 3 comments 0 points Most recent by Coach Kristina April 19Managing Your Transactions
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  information transfer

  Closed rabate 12 views 1 comment 0 points Most recent by Coach Kristina April 19Feedback
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 178 views 34 comments 0 points Most recent by Coach Kristina April 19Investments
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  Please add Bath Savings Institute

  Closed ctssyount 11 views 1 comment 1 point Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Add a Savings Goal option to reach a target Account Balance (edited)

  Active jsy42 33 views 3 comments 5 points Most recent by Coach Kristina April 19Feature Requests
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  Dashboard Holdings Card Does Not Show Holdings (edited)

  Closed Chagall 38 views 6 comments 0 points Most recent by Chagall April 19Troubleshooting
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  Target Red Card - FDP-103 Code

  Closed CanesLaw06 27 views 2 comments 0 points Most recent by CanesLaw06 April 19Adding and Updating Accounts
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  Merged: Spending Plans modified

  Closed cbishop1965 1 view 0 comments 0 points Most recent by RobWilk April 19Feature Requests
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  Fidelity cash management account buy and sell transactions are both displaying "Buy."

  Closed KB2014 97 views 9 comments 0 points Most recent by KB2014 April 19Adding and Updating Accounts
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 53 views 3 comments 12 points Most recent by UrsulaA April 18Feature Requests
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  Web Release 4.55.0

  Closed Coach Natalie 291 views 0 comments 0 points Started by Coach Natalie April 18 Updates From the Product Team
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  Quicken Error Reconciling Bank Act

  Closed Hans 11 views 1 comment 0 points Most recent by Coach Jon April 18Troubleshooting
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  HSA Bank Investment Account

  Closed HRick 44 views 1 comment 1 point Most recent by Coach Jon April 18Adding and Updating Accounts