Recent Discussions

Discussion List

• 
  Merged: Account Details

  Closed Jason Smith 1 view 0 comments 1 point Most recent by Jason Smith September 2025Feature Requests
• 
  Last Transaction not shown in iOS app in account view

  Closed SRC54 28 views 6 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Stripe > transaction stuck on Pending

  Closed fcb 66 views 5 comments 0 points Most recent by fcb September 2025General Troubleshooting
• 
  Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

  Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug
• 
  Merged: Limitations in Spending Report

  Closed lwyman 1 view 0 comments 0 points Most recent by SRC54 September 2025Categories and Tags
• 
  Nordstrom Card transactions are reversed - debits are credits and credits are debits

  Closed humby3 67 views 1 comment 1 point Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Can't add account Washington State DRS - FDP-101 (edited)

  Closed updog 39 views 5 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Slim selection of Billers to link to Bills

  Closed Sauerbrunndaa 107 views 6 comments -1 point Most recent by Coach Natalie September 2025Bills and Income
• 
  2

  Up Down
  QBP: Ability to view Projected Income for Clients/Projects (edited)

  cloudquick 26 views 2 comments 2 points Most recent by cloudquick September 2025Quicken Business & Personal Feature Requests
• 
  Android Investments widget shows change % incorrectly (edited)

  Closed tweir 3 views 1 comment 1 point Most recent by Coach Jon September 2025Report a Bug
• 
  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 122 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
• 
  Check number field being modified

  Closed rblevow 21 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
• 
  [ONGOING] 07/01/25: Mercedes-Benz Financial returning FDP-102, FDP-103, & FDP-105 errors

  Coach Jon 64 views 3 comments 0 points Most recent by Coach Natalie September 2025Current Online Banking Issues
• 
  I find this very hard to work with

  Closed DudeInCO 96 views 7 comments 0 points Most recent by SRC54 September 2025Feedback
• 
  Fidelity Cash Management Accounts -- can only categorize as "Investments"?

  Answered ✓ Closed Vulpes 121 views 3 comments 0 points Most recent by SRC54 September 2025Adding and Updating Accounts
• 
  Statement Reconciliation Work Around

  Closed Dick_Davis 161 views 3 comments 2 points Most recent by Dick_Davis September 2025Share your Success!
• 
  "Pending" transfers can't be "cleared" in split transactions

  Closed WJB 39 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Do I need to update my account from my bank to clear transactions? (edited)

  Closed Herman 24 views 1 comment 0 points Most recent by Coach Jon September 2025Getting Started
• 
  Unable to Connect Acorns Account (11000 error)

  Closed csolutions 100 views 6 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Last month's Planned Spending sets itself to 0.00

  Closed SRC54 34 views 3 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Multiple Issues - Alerts Not Clearing, Achievements Reset Improperly

  Closed stacyvance 12 views 1 comment 0 points Most recent by Coach Natalie September 2025Feedback
• 
  15

  Up Down
  Have Varying Recurring Bills use average of last six months for the Amount (edited)

  Active jtjones0304 157 views 5 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
• 
  FDP-192 error with Coastal Federal Credit Union (edited)

  Closed mclaugpa 37 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
• 
  Merged: Change Account Types

  Closed kst 1 view 0 comments 1 point Most recent by kst September 2025Feature Requests
• 
  Merged: BUG REPORT - Simplifii iPhone Mobile APP - SEARCH RESULTS INCOMPLETE

  Closed fromawayme 1 view 0 comments 0 points Most recent by fromawayme September 2025Report a Bug
• 
  Merged: Accounts Able to do Attachments (edited)

  Closed Dick_Davis 1 view 0 comments 1 point Most recent by Dick_Davis September 2025Feature Requests
• 
  4

  Up Down
  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 16 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
• 
  15

  Up
  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 378 views 21 comments 15 points Most recent by FutureEye September 2025Report Missing Financial Institution or Biller
• 
  Assign Planned Spend to multiple Subcategories (edited)

  Answered ✓ Closed DonnaP 52 views 1 comment 0 points Most recent by Coach Jon September 2025Using the Spending Plan
• 
  1

  Up Down
  Add a Liquid Cash Flow Report (edited)

  BlueGrits 45 views 2 comments 1 point Most recent by BlueGrits September 2025Feature Requests