Recent Discussions

Discussion List

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  Quicken says the email "Was sent Successfully" but the recipient never received their copy, why?

  Closed Katedurand 1 view 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Reconcile Accounts by Statement Upload

  Closed stevel0821 54 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Issue with Selecting Split Transfer Transactions in Simplifi Web Application (edited)

  Closed JeffCB 11 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Add exclusion criteria to Transaction Rules (edited)

  Active Chris.Landry8011 25 views 1 comment 4 points Most recent by DryHeat June 2025Feature Requests
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  [ONGOING] 06/05/25: Citizens One Home Loan - Showing positive balance instead of a negative balance

  Coach Jon 56 views 1 comment 0 points Most recent by Coach Jon June 2025Current Online Banking Issues
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  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 31 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  One step update not working even though it says it updated

  Closed Edie 11 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 107 views 2 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Is there a problem with Acorns syncing?

  Closed B_H 132 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  'Release Available for Spending' option resets one of Planned Spending to 0

  Closed lsgc123 41 views 6 comments 0 points Most recent by lsgc123 June 2025Troubleshooting
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  EWC+...Failed again

  Closed denmarfl 2 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Ability to sort by 'Due Date' under All Recurring (edited)

  Active BradleyBenSmith 32 views 3 comments 10 points Most recent by jflores11 June 2025Feature Requests
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  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Ability to contribute to multiple Savings Goals at one time (edited)

  Active MelonieH 42 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Can't add TIAA account, FDP-102

  Closed scollard2001 272 views 36 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  TSP Accounts have not been working for two months

  Closed whyme 46 views 3 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Spending Plan Planning Page

  Active DannyB 13 views 0 comments 4 points Started by DannyB June 2025 Feature Requests
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  Linked [Transfer] Transactions shown

  Answered ✓ Closed Dick_Davis 31 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Enhancement: Transaction Transfer – Screen change

  Closed Dick_Davis 38 views 5 comments 1 point Most recent by Dick_Davis June 2025Feedback
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  Ideas on how to handle repayment?

  Closed DannyB 75 views 11 comments 0 points Most recent by DannyB June 2025Managing Your Transactions
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  More Rules

  Closed housetr 25 views 2 comments 0 points Most recent by housetr June 2025Managing Your Transactions
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  Ongoing issue with Wex connection - Care code: 169 (edited)

  Closed mdcooper88 37 views 2 comments 0 points Most recent by mdcooper88 June 2025Adding and Updating Accounts
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  Stop (or control) recurring Bills being created automatically?

  Closed cloudquick 118 views 8 comments 0 points Most recent by cloudquick June 2025Bills and Income
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  Merrill Lynch Investments

  Closed Taylor S 189 views 3 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Coast Capital Savings in Canada

  Closed Queenofthenorth 1 view 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Merged: Reviewed pending credit card transaction are marked-unreviewed when it moves to Posted

  Closed Shree3 1 view 0 comments 0 points Started by Shree3 June 2025 Managing Your Transactions
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  Mobile accounts causes app to freeze

  Closed RSR 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
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  Deleted recurring series keep reappearing (edited)

  Closed spamwich 383 views 29 comments 0 points Most recent by spamwich June 2025Troubleshooting
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  Can't connect to Empower 401k - FDP-105 (edited)

  Closed Jeff C 12 views 2 comments 0 points Most recent by Jeff C June 2025Adding and Updating Accounts
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  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 100 views 8 comments 0 points Most recent by rmquick25 June 2025Investments