Recent Discussions

Discussion List

• 
  Finding Transactions that are in the future (beyond Current Date)

  Closed Dick_Davis 112 views 2 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
• 
  Is there a problem with Acorns syncing?

  Closed B_H 136 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  'Release Available for Spending' option resets one of Planned Spending to 0

  Closed lsgc123 42 views 6 comments 0 points Most recent by lsgc123 June 2025Troubleshooting
• 
  EWC+...Failed again

  Closed denmarfl 2 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  10

  Up Down
  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
• 
  Typing in the Transaction Category field on web

  Closed rgonzalez 11 views 1 comment 0 points Most recent by Coach Jon June 2025Troubleshooting
• 
  2

  Up Down
  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
• 
  Can't add TIAA account, FDP-102

  Closed scollard2001 273 views 36 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  TSP Accounts have not been working for two months

  Closed whyme 47 views 3 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  4

  Up Down
  Spending Plan Planning Page

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

  Answered ✓ Closed Dick_Davis 32 views 4 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
• 
  Enhancement: Transaction Transfer – Screen change

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

  Closed DannyB 78 views 11 comments 0 points Most recent by DannyB June 2025Managing Your Transactions
• 
  More Rules

  Closed housetr 31 views 2 comments 0 points Most recent by housetr June 2025Managing Your Transactions
• 
  Ongoing issue with Wex connection - Care code: 169 (edited)

  Closed mdcooper88 41 views 2 comments 0 points Most recent by mdcooper88 June 2025Adding and Updating Accounts
• 
  Stop (or control) recurring Bills being created automatically?

  Closed cloudquick 126 views 8 comments 0 points Most recent by cloudquick June 2025Bills and Income
• 
  Merrill Lynch Investments

  Closed Taylor S 215 views 3 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  Coast Capital Savings in Canada

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

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

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

  Closed spamwich 386 views 29 comments 0 points Most recent by spamwich June 2025Troubleshooting
• 
  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
• 
  Robinhood Cash separate from stock / Duplication

  Closed rmquick25 114 views 8 comments 0 points Most recent by rmquick25 June 2025Investments
• 
  ETrade Investments won't sync - code FDP-103

  Closed Sstrico 53 views 2 comments 0 points Most recent by Sstrico June 2025Adding and Updating Accounts
• 
  Merged: Ability to sort 'All Active' recurring bills by date

  Closed cloudquick 1 view 0 comments 1 point Most recent by cloudquick June 2025Feature Requests
• 
  Static Value for Manually Added Stock Holdings in Net Worth Report

  Closed rosachin21k 92 views 10 comments 0 points Most recent by Coach Jon June 2025Report a Bug
• 
  Thrift Savings Plan (TSP) connection to Simplifi is broken - FDP-102 error (edited)

  Closed rjg5060 2.4K views 54 comments 5 points Most recent by eecalo June 2025Adding and Updating Accounts
• 
  New 'Income & Expense Report' Feature Requests

  Closed JJo 11 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
• 
  0

  Up Down
  The "This Year" Date Range option should include the full calendar year, not YTD (edited)

  Active Dick_Davis 22 views 3 comments 0 points Most recent by Dick_Davis June 2025Feature Requests
• 
  Can't scroll to bottom of account list on ipad (web)

  Closed Cmac 576 views 36 comments 0 points Most recent by Coach Natalie June 2025Report a Bug