Recent Discussions

Discussion List

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  check deposits not showing up in Bills and Income section...

  Closed Mountain Man 45 views 2 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Posted date transaction vs actual

  Closed Earvin 26 views 2 comments 0 points Most recent by Coach Natalie September 2025Feedback
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  3
  Ability to jump back to the current month in the Spending Plan (edited)

  Completed Closed pawebb 53 views 2 comments 3 points Most recent by Coach Natalie September 2025Feature Requests
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  Reminder Attachments (edited)

  Closed Dick_Davis 13 views 1 comment 0 points Most recent by Coach Kristina September 2025Feedback
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  Neuberger Berman Changed URL (FDP-103 error)

  Closed sgreenstonenj 32 views 6 comments 0 points Most recent by sgreenstonenj September 2025Adding and Updating Accounts
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  When will the option to split recurring income/paychecks be available?

  Answered ✓ Closed ainsliejohn 115 views 3 comments 3 points Most recent by Coach Kristina September 2025Bills and Income
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  Bank Of America Not Updating Certain Accounts

  Closed sammy66 32 views 2 comments 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Should old Spending Plans expire or be archived?

  Closed SRC54 56 views 3 comments 0 points Most recent by SRC54 September 2025Using the Spending Plan
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  Merged: Traditional reconciliation is a must have for any accounting system! Make it optional.

  Closed livingjenlee 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Two-letter words appear to be ignored in rules

  Closed khad 59 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Searching transactions on the Mobile App is not showing all transactions (edited)

  Closed The Merg 216 views 24 comments 1 point Most recent by The Merg September 2025Report a Bug
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  Biller connect search won't load

  Closed woodsman 16 views 1 comment 0 points Most recent by Coach Kristina September 2025Bills and Income
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  Stuck at Roundpoint's 2FA (edited)

  Closed Dognose 113 views 12 comments 1 point Most recent by TaWa September 2025Adding and Updating Accounts
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  FDP-187 error with Mohela Student Aid account (edited)

  Closed WalletWizard 16 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Infinite [MFA] loop when adding PHH Mortgage account

  Closed clintval 95 views 10 comments 0 points Most recent by clintval September 2025Adding and Updating Accounts
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  Updating Manual Investment Account Balances (edited)

  Answered ✓ Closed Dick_Davis 91 views 2 comments 0 points Most recent by Dick_Davis September 2025Investments
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  Flag Colors not Displaying on Mobile App (edited)

  Closed Dick_Davis 100 views 11 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Merged: Rules criteria for amount (edited)

  Closed db400xml 1 view 0 comments 1 point Most recent by db400xml September 2025Feature Requests
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  2

  Up
  Crypto.com VISA Signature (one of the d.comenity.net cards from Bread Financial)

  Active JWilly911 15 views 0 comments 2 points Most recent by JWilly911 September 2025Report Missing Financial Institution or Biller
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  Fund future bills much like YNAB does.

  Closed Eurisko 13 views 1 comment 1 point Most recent by Coach Natalie September 2025Feedback
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  Filter to only show new transactions

  Closed MWD 25 views 5 comments 1 point Most recent by SRC54 September 2025Feedback
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  Please stop with the "Enable Push Notifications" message (edited)

  Closed DavidB 26 views 2 comments 0 points Most recent by DavidB September 2025Feedback
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  Why is there always a popup that says "New App Available - Refresh to load?"

  Closed eperker 18 views 1 comment 2 points Most recent by Coach Jon September 2025Troubleshooting
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  Merged: Ascensus is still not working

  Closed tragicview 1 view 0 comments 0 points Most recent by tragicview September 2025Adding and Updating Accounts
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  Merged: Refund showing in Projected Cash Flow of the wrong account (edited)

  Closed Marcus 11 views 0 comments 0 points Most recent by Marcus September 2025Report a Bug
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  Merged: VENMO still not working - Care Code: request-body-field-unsupported (edited)

  Closed fromawayme 1 view 0 comments 0 points Most recent by fromawayme September 2025Report a Bug
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  Is Quicken ever going to be able to connect to TIAA again?

  Closed stevenschwartz 66 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Spending Plan - No Budgeting Bills?

  Closed c2clear 107 views 6 comments 0 points Most recent by c2clear September 2025Using the Spending Plan
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  print reports in Simplifi?

  Closed Leopoldcondo 29 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  Merged: "Transactions found" banner blocking view in mobile app

  Closed ejs 1 view 0 comments 0 points Most recent by ejs September 2025Report a Bug