Recent Discussions

Discussion List

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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Started by Mankow May 2025 Feature Requests
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 45 views 2 comments 13 points Most recent by Mankow May 2025Feature Requests
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  Venmo credit card

  Active indymom_23 823 views 6 comments 13 points Most recent by jeromelauren May 2025Report Missing Financial Institution
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  Transfers from my Checking account to my IRA are not appearing as linked transfers.

  Closed jsmith1234 55 views 8 comments 0 points Most recent by DryHeat May 2025Using Transfers
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  Unable to connect with Schools First Federal credit Union

  Closed Pegsterweb 12 views 1 comment 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Error: FDP-155 when adding AAA California

  Closed Njblavender888 13 views 1 comment 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Emailing invoice to client reveals the details of my account when pressing the View and Pay button

  Closed Gloria 27 views 1 comment 0 points Most recent by Coach Kristina May 2025Invoices & Estimates
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  Can we please have an actual register with look ahead as we do in classic please

  Closed hsk 22 views 2 comments 2 points Most recent by Coach Kristina May 2025Feedback
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  Merged: Connect to tractor supply Citi card

  Closed JBThe@rchitech 1 view 0 comments 1 point Started by JBThe@rchitech May 2025 Feature Requests
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  Spending Plan forced Bill connect

  Closed marksomebody 13 views 2 comments 0 points Most recent by Coach Kristina May 2025Troubleshooting
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  QBP: Ability to Import Invoice data [Edited]

  Active marksomebody 4 views 0 comments 1 point Started by marksomebody May 2025 Feature Requests
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  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 356 views 16 comments 28 points Most recent by gwonky May 2025Feature Requests
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  Merged: Vanguard and Simplifi - Fix the issue. Work together. Serve your customers.

  Closed spiazza1 1 view 0 comments 0 points Started by spiazza1 May 2025 Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 37 comments 75 points Most recent by dlezama May 2025Feature Requests
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  Billers no longer updating...

  Closed AaronJB 40 views 5 comments 0 points Most recent by SRC54 May 2025Bills and Income
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  Spending Plan "overspent"

  Closed cchristian6 38 views 1 comment 0 points Most recent by SRC54 May 2025Using the Spending Plan
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  Issues connecting to Citi (edited)

  Closed dineshmm 70 views 4 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Bug in Income & Expense report for mortgages

  Closed jorder 1 view 0 comments 0 points Started by jorder May 2025 Report a Bug
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  Best way to categorize rental income and mortgage

  Closed DDel 126 views 2 comments 0 points Most recent by DryHeat May 2025Bills and Income
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  First US Bank May Be Fixed

  Closed SRC54 13 views 2 comments 1 point Most recent by SRC54 May 2025Adding and Updating Accounts
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  The Cooperative Bank of Cape Cod QCS-0429-2 (edited)

  Closed jackie21 17 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Do I need to keep credit cards as Recurring accounts even if I don't have a balance?

  Closed Vijay1 24 views 2 comments 0 points Most recent by SRC54 May 2025Bills and Income
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  Incorrect bank balance/transaction sync completely screws up projected cash flow (edited)

  Closed everydave 46 views 5 comments 1 point Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Tight Row Height Spacing mode missing in Early Access mode

  Closed MWA 1 view 0 comments 0 points Started by MWA May 2025 Troubleshooting
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  I can't seem to connect to Barclay credit cards (edited)

  Closed heshie75v 14 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Anomaly in mobile app balance versus web

  Closed RobWilk 42 views 8 comments 0 points Most recent by RobWilk May 2025Report a Bug
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  Cannot connect UBS Online Services / wrong URL

  Closed gold3 60 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  NordPass Simplifi (web) Login

  Closed John Wells 25 views 1 comment 0 points Most recent by Coach Jon May 2025Troubleshooting
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  Ark7 connection is not working FDP-103 error (edited)

  Closed boshik 1 view 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Spending plan feature can’t handle transfers (edited)

  Closed Gnnd 90 views 8 comments 0 points Most recent by Gnnd May 2025Using the Spending Plan