Recent Discussions

Discussion List

• 
  16

  Up
  Shareworks by Morgan Stanley - Solium

  In Review ajkamel44 1.9K views 21 comments 16 points Most recent by thedudeman July 2025Report Missing Financial Institution or Biller
• 
  Simplifi - failing to connect to college 529 direct

  Closed FutureEye 28 views 2 comments 0 points Most recent by FutureEye July 2025Adding and Updating Accounts
• 
  Valon Mortgage integration is broken - Care code: 170 (edited)

  Closed gsong 197 views 9 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  11

  Up Down
  Add “Split by Percentage” Option to splits. (edited)

  Active Flopbot 179 views 16 comments 11 points Most recent by Clizby July 2025Feature Requests
• 
  Return of capital from mutual fund

  Closed DMac0724 21 views 1 comment 0 points Most recent by Coach Kristina July 2025Investments
• 
  Good and Bad after a month of using

  Closed virshu 606 views 27 comments 2 points Most recent by EL1234 July 2025Feedback
• 
  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 108 views 17 comments 0 points Most recent by EL1234 July 2025Report a Bug
• 
  Still can't connect MidFirst Bank (FDP-107)?

  Closed roger.rogers 120 views 8 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  Merged: Original payee description text character limit is too short

  Closed Henrymechy 1 view 0 comments 1 point Most recent by Henrymechy July 2025Feature Requests
• 
  Barclays FDP-192 error (edited)

  Closed System 43 views 2 comments 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
• 
  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
• 
  FDP-103 for Human Interest 401k

  Closed danz740 321 views 18 comments 1 point Most recent by Phtrump July 2025Adding and Updating Accounts
• 
  Updated transactions matching amount but payee information is different

  Closed JGolan 4 views 1 comment 0 points Most recent by SRC54 July 2025Managing Your Transactions
• 
  Merged: SimplifY(!) labeling of “Transfers”.

  Closed thklopper 21 views 0 comments 0 points Most recent by thklopper July 2025Feature Requests
• 
  7

  Up Down
  Don't change target amounts in Planned Spending when releasing funds (edited)

  Active DryHeat 182 views 17 comments 7 points Most recent by Max1223 July 2025Feature Requests
• 
  Microsoft Office Sub

  Closed Stevefxp 12 views 2 comments 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  Merged: "Remaining" In the Bills View

  Closed mamerica 11 views 0 comments 3 points Most recent by egal July 2025Feature Requests
• 
  Transfer transactions not included in account total (edited)

  Closed MichaelSwartz 12 views 1 comment 0 points Most recent by DryHeat July 2025Managing Your Transactions
• 
  86
  Add "Last 12 Months" To Reports

  Completed Closed mike128 548 views 37 comments 86 points Most recent by Max1223 July 2025Feature Requests
• 
  1

  Up Down
  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 64 views 3 comments 1 point Most recent by DryHeat July 2025Feature Requests
• 
  QBP: Using Credit Memos to apply pre-payments made by Client

  Closed DryHeat 36 views 1 comment 0 points Most recent by DannyB July 2025Clients & Projects
• 
  Transactions and Spending Plans

  Closed Stevefxp 58 views 10 comments 0 points Most recent by DannyB July 2025Using the Spending Plan
• 
  10

  Up Down
  Eliminate Confusion on Accounts Listed in Spending Plan Transfers/Credit Card section (edited)

  Active Ed Rizzolo 311 views 17 comments 10 points Most recent by DryHeat July 2025Feature Requests
• 
  6
  Don't reset the Filter selections in Reports when navigating away (edited)

  Completed Closed Judy M 24 views 3 comments 6 points Most recent by Coach Natalie July 2025Feature Requests
• 
  12
  Don't reset the Date Range selection in Reports when navigating away (edited)

  Completed Closed ps56k 85 views 7 comments 12 points Most recent by Coach Natalie July 2025Feature Requests
• 
  New Feature Alert: Persistent Filters & Views in Reports!

  Closed Coach Natalie 213 views 0 comments 1 point Most recent by Coach Natalie July 2025Updates From the Product Team
• 
  New Feature Alert: Planning Tools Menu Now Available!

  Closed Coach Natalie 178 views 0 comments 2 points Most recent by Coach Natalie July 2025Updates From the Product Team
• 
  Merged: Mortgage Tracker

  Closed benjah 1 view 0 comments 1 point Most recent by benjah July 2025Feature Requests
• 
  Merged: Ability to make splits recurring

  Closed benjah 1 view 0 comments 1 point Most recent by SRC54 July 2025Feature Requests
• 
  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 56 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts