Recent Discussions

Discussion List

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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 49 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions
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  Have recurring transactions show up in planned spending (edited)

  Active GirlFriday715 575 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
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  Add a 'Tax Related' Filter Option (edited)

  Active gpolkga 21 views 3 comments 3 points Most recent by gpolkga September 2025Feature Requests
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  Apple Card rewards and Simplifi

  Closed N4KHQ 113 views 7 comments 0 points Most recent by SRC54 September 2025Managing Your Transactions
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  How do I delete a business and its invoice?

  Answered ✓ Closed sidewalkboots 36 views 1 comment 0 points Most recent by DryHeat September 2025Managing Businesses
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  FDP-106 when connecting with Venmo

  Closed Pam 563 views 11 comments 1 point Most recent by Vinny7777777 September 2025Adding and Updating Accounts
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  Merged: Search/Filter not displaying all transactions on mobile (edited)

  Closed debandrich 31 views 0 comments 0 points Most recent by The Merg September 2025Report a Bug
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  Transfers Showing as Unsynced Account

  Closed fastrhythm 12 views 1 comment 0 points Most recent by DannyB September 2025Troubleshooting
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  Merged: Income and Expense Report in Chrome - Fit to screen and scroll bar

  Closed Kseniya 11 views 0 comments 0 points Most recent by DannyB September 2025Feedback
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  Merged: Receipt scanning with auto-categorization

  Closed edcB 1 view 0 comments 2 points Most recent by edcB August 2025Feature Requests
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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
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  On Investing screen the collumn Price Day Change does not show the Amount.

  Closed oldman John 21 views 4 comments 0 points Most recent by oldman John August 2025Troubleshooting
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  Investment Detail - Payment/Deposit Process

  Answered ✓ Closed Mark H. 44 views 3 comments 0 points Most recent by SRC54 August 2025Investments
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  Credit cards not showing in the Spending Report (edited)

  Answered ✓ Closed neon45 192 views 4 comments 0 points Most recent by DannyB August 2025Using Reports
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  Can't submit feedback on Android

  Closed DD3 1 view 1 comment 0 points Most recent by Coach Kristina August 2025Troubleshooting
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  Merged: How to get the Price Day Change on the Investing Screen to work?

  Closed oldman John 1 view 0 comments 0 points Most recent by DryHeat August 2025Troubleshooting
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  Investment feature request: to allow for the investment portfolio page (holdings) be exported to csv

  Closed nrp06 3 views 1 comment 0 points Most recent by Coach Kristina August 2025Investments
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  Planned Spend Categories Resets in Future Months

  Closed JKBudget 12 views 1 comment 0 points Most recent by SRC54 August 2025Troubleshooting
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  Whole Foods Purchases with Chase Amazon Prime Card

  Closed hooper303 21 views 1 comment 0 points Most recent by SRC54 August 2025Managing Your Transactions
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  Merged: Create Watchlists using Flags as work around for inability to exclude Tags

  Closed Max1223 11 views 0 comments 2 points Most recent by Max1223 August 2025Feature Requests
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  Allow Watchlists based on Flags

  Active ajbopp 62 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
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  Merged: Debt reduction planner

  Closed Flaviking 1 view 0 comments 1 point Most recent by RobWilk August 2025Feature Requests
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  Merged: Show the account balance minus money set aside in the account forecast [Edited]

  Closed Flaviking 11 views 0 comments 2 points Most recent by Flaviking August 2025Feature Requests
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  "Planned Spend" Number Top of Spending Plan is Mixing Planned Spending and Actual Overspent

  Closed buttersh 65 views 5 comments 0 points Most recent by DryHeat August 2025Troubleshooting
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  Stripe > Suggestions for Stripe categories and workflow

  Closed fcb 71 views 5 comments 0 points Most recent by fcb August 2025General Troubleshooting
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  Voya Farm Credit Foundations 401(k) Plan

  Active Zaylen 2 views 0 comments 3 points Most recent by Zaylen August 2025Report Missing Financial Institution or Biller
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  Merged: Add an "Unspent" Number to Top of Spending Plan Page

  Closed buttersh 1 view 0 comments 1 point Most recent by buttersh August 2025Feature Requests
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  1st United Services Credit Union No Longer Available

  Jon Noblejas 61 views 6 comments 1 point Most recent by Coach Jon August 2025Report Missing Financial Institution or Biller
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  Account & Category Naming – One Approach

  Closed Dick_Davis 51 views 2 comments 3 points Most recent by Dick_Davis August 2025Share your Success!
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  Subcategories are Grayed out When Parent Category is Checked in Reports (edited)

  Closed buttersh 93 views 10 comments 0 points Most recent by buttersh August 2025Troubleshooting