Recent Discussions

Discussion List

• 
  Please add Currence

  Closed Kris M 11 views 1 comment 1 point Most recent by Coach Natalie April 3Adding and Updating Accounts
• 
  Choose Whether a Savings Goal Contribution Applies to the Spending Plan

  Closed Ottson26 45 views 1 comment 1 point Most recent by Coach Jon April 3Using Savings Goals
• 
  ComputerShare connection not working FDP-106 error (edited)

  Closed lencoh82 180 views 5 comments 0 points Most recent by Coach Jon April 3Adding and Updating Accounts
• 
  Contribute to Savings Goals in Past Months

  Closed Ottson26 37 views 1 comment 1 point Most recent by Coach Jon April 3Using Savings Goals
• 
  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 39 views 2 comments 0 points Most recent by jemenake April 3Getting Started
• 
  Why Spending Plan doesn't match actuals at month-end

  Answered ✓ Closed John Dressel 80 views 3 comments 0 points Most recent by John Dressel April 3Using the Spending Plan
• 
  Merged: Add Jenius Bank

  Closed Ottson26 1 view 0 comments 1 point Started by Ottson26 April 3 Report Missing Financial Institution
• 
  5

  Up Down
  Templates for Transactions

  Active ejobity 26 views 4 comments 5 points Most recent by DryHeat April 3Feature Requests
• 
  Can't find U.S. Bank investment account

  Closed bitluna 12 views 1 comment 0 points Most recent by Coach Jon April 3Adding and Updating Accounts
• 
  Merged: See history of contributions and withdrawals in each savings goal (edited)

  Closed ARMark 1 view 0 comments 1 point Started by ARMark April 3 Feature Requests
• 
  Unable to delete business categories after downgrading to a personal-only subscription

  Closed System 79 views 26 comments 0 points Most recent by Coach Natalie April 3Report a Bug
• 
  [ONGOING] 11/8/24: Nordstrom Card Account Blocking Connection

  Coach Natalie 2K views 5 comments 0 points Most recent by Coach Natalie April 3Current Online Banking Issues
• 
  Merged: NEED TO PRINT CATAGORY REPORTS FOR TAXES

  Closed Katharine 1 view 0 comments 1 point Started by Katharine April 3 Feature Requests
• 
  Switching from YNAB

  Closed the_googe 242 views 5 comments 0 points Most recent by DryHeat April 3Getting Started
• 
  25

  Up Down
  Ability to Link a Refund to Multiple Transactions (edited)

  Active ejr 327 views 15 comments 25 points Most recent by RobWilk April 2Feature Requests
• 
  1

  Up
  Unity by Hard Rock Credit Card (Bread Financial/Comenity)

  Active RobWilk 84 views 0 comments 1 point Started by RobWilk April 2 Report Missing Financial Institution
• 
  How to Edit Names of Accounts that Don't Seem to Accept Edit

  Answered ✓ Closed JimEoff 25 views 2 comments 0 points Most recent by JimEoff April 2Adding and Updating Accounts
• 
  Why has one Fidelity Investment got a Fidelity Icon But not the others?

  Closed SRC54 22 views 3 comments 0 points Most recent by SRC54 April 2Investments
• 
  Could we add some more tickers, BTC-CND perhaps?

  Closed jmcdouall 16 views 3 comments 0 points Most recent by Coach Jon April 2Investments
• 
  Merged: Is anyone else having trouble connecting to Computershare.com to refresh accounts??

  Closed grmtnboy 1 view 0 comments 0 points Started by grmtnboy April 2 Adding and Updating Accounts
• 
  Unable to link Blue Shield of CA to billers

  Closed shanir1 5 views 1 comment 0 points Most recent by Coach Jon April 2Bills and Income
• 
  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 98 views 4 comments 0 points Most recent by bcrossman April 2Using Reports
• 
  Merged: Create and Add New Button to New Transaction Window

  Closed ejobity 1 view 0 comments 1 point Started by ejobity April 2 Feature Requests
• 
  Spending watchlist shows planned expenses that haven't occurred yet

  Closed BenB 36 views 3 comments 0 points Most recent by BenB April 1Using Watchlists
• 
  Chase Wrongly linked transaction CAN NOT be unlinked

  Closed RobWilk 51 views 4 comments 0 points Most recent by SRC54 April 1Report a Bug
• 
  "Yearly" Totals Incorrect (Bills & Income > All Recurring)

  Closed Ed_G 89 views 15 comments 0 points Most recent by DryHeat April 1Troubleshooting
• 
  FourLeaf: Logo Missing

  Closed RobWilk 11 views 2 comments 0 points Most recent by RobWilk April 1Report a Bug
• 
  Mobile Releases 5.27.0 & 5.27.1

  Closed Coach Natalie 231 views 0 comments 0 points Started by Coach Natalie April 1 Updates From the Product Team
• 
  38

  Up Down
  Ability to import QFX files (edited)

  Active Phssthpok 1.8K views 15 comments 38 points Most recent by SRC54 April 1Feature Requests
• 
  The Community Meetup - April 2025 Edition

  Closed Coach Natalie 405 views 5 comments 1 point Most recent by SRC54 April 1The Community Meetup Newsletter