Recent Discussions

Discussion List

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  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 42 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests
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  Can I redo Reconciliation for the past 4 months--with the first month being in last year?

  Closed StJ 26 views 2 comments 0 points Most recent by StJ April 2025Troubleshooting
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  [ONGOING] 03/21/25: MidFirst Bank returns FDP-107 error

  Coach Jon 991 views 1 comment -3 points Most recent by Coach Jon April 2025Current Online Banking Issues
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  Merged: Transactions with (incorrect) amount of 0.00. What the heck?

  Closed barncrow 31 views 0 comments 0 points Most recent by PatD April 2025Adding and Updating Accounts
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  Add Raymour and Flanagan store card

  Closed mthoman1 12 views 1 comment 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Target Credit Card (Care code: FDP-102 error)

  Closed Scrid_HB 70 views 5 comments 0 points Most recent by Scrid_HB April 2025Adding and Updating Accounts
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  Add Samsung Financing (TD bank)

  Active RobWilk 567 views 20 comments 13 points Most recent by mthoman1 April 2025Report Missing Financial Institution
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  Please add Currence

  Closed Kris M 11 views 1 comment 1 point Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  Choose Whether a Savings Goal Contribution Applies to the Spending Plan

  Closed Ottson26 50 views 1 comment 1 point Most recent by Coach Jon April 2025Using Savings Goals
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  ComputerShare connection not working FDP-106 error (edited)

  Closed lencoh82 207 views 5 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Contribute to Savings Goals in Past Months

  Closed Ottson26 40 views 1 comment 1 point Most recent by Coach Jon April 2025Using Savings Goals
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 50 views 2 comments 0 points Most recent by jemenake April 2025Getting Started
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  Why Spending Plan doesn't match actuals at month-end

  Answered ✓ Closed John Dressel 92 views 3 comments 0 points Most recent by John Dressel April 2025Using the Spending Plan
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  Merged: Add Jenius Bank

  Closed Ottson26 1 view 0 comments 1 point Started by Ottson26 April 2025 Report Missing Financial Institution
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  Templates for Transactions

  Active ejobity 26 views 4 comments 5 points Most recent by DryHeat April 2025Feature Requests
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  Can't find U.S. Bank investment account

  Closed bitluna 12 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Merged: See history of contributions and withdrawals in each savings goal (edited)

  Closed ARMark 1 view 0 comments 1 point Started by ARMark April 2025 Feature Requests
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  Unable to delete business categories after downgrading to a personal-only subscription

  Closed System 98 views 26 comments 0 points Most recent by Coach Natalie April 2025Report a Bug
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  [ONGOING] 11/8/24: Nordstrom Card Account Blocking Connection

  Coach Natalie 2.1K views 5 comments 0 points Most recent by Coach Natalie April 2025Current Online Banking Issues
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  Merged: NEED TO PRINT CATAGORY REPORTS FOR TAXES

  Closed Katharine 1 view 0 comments 1 point Started by Katharine April 2025 Feature Requests
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  Switching from YNAB

  Closed the_googe 293 views 5 comments 0 points Most recent by DryHeat April 2025Getting Started
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  Unity by Hard Rock Credit Card (Bread Financial/Comenity)

  Active RobWilk 98 views 0 comments 1 point Started by RobWilk April 2025 Report Missing Financial Institution
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  How to Edit Names of Accounts that Don't Seem to Accept Edit

  Answered ✓ Closed JimEoff 27 views 2 comments 0 points Most recent by JimEoff April 2025Adding and Updating Accounts
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  Why has one Fidelity Investment got a Fidelity Icon But not the others?

  Closed SRC54 23 views 3 comments 0 points Most recent by SRC54 April 2025Investments
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  Could we add some more tickers, BTC-CND perhaps?

  Closed jmcdouall 16 views 3 comments 0 points Most recent by Coach Jon April 2025Investments
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  Merged: Is anyone else having trouble connecting to Computershare.com to refresh accounts??

  Closed grmtnboy 1 view 0 comments 0 points Started by grmtnboy April 2025 Adding and Updating Accounts
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  Unable to link Blue Shield of CA to billers

  Closed shanir1 5 views 1 comment 0 points Most recent by Coach Jon April 2025Bills and Income
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  Can Simplifi Generate a Report that EXCLUDES a Particular Tag

  Closed bcrossman 108 views 4 comments 0 points Most recent by bcrossman April 2025Using Reports
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  Merged: Create and Add New Button to New Transaction Window

  Closed ejobity 1 view 0 comments 1 point Started by ejobity April 2025 Feature Requests
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  Spending watchlist shows planned expenses that haven't occurred yet

  Closed BenB 39 views 3 comments 0 points Most recent by BenB April 2025Using Watchlists