Recent Discussions

Discussion List

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  Is there a way to choose "all time" in reports?

  Answered ✓ Closed IB1542 31 views 3 comments 0 points Most recent by Coach Kristina May 2025Business Reports
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  Wells Fargo Connection not working

  Closed Johannes 181 views 2 comments 0 points Most recent by Johannes May 2025Adding and Updating Accounts
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  I have two credit cards with Cap One and they are both reading from just one of the accounts.

  Answered ✓ Closed cvd 22 views 2 comments 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  When I try to sync, I suddenly got a "Cannot find cloud account" message.

  Closed Dan O. 11 views 2 comments 0 points Most recent by Coach Kristina May 2025Troubleshooting
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  Merged: Target Red Card transactions are missing

  Closed Alphabet 51 views 0 comments 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Merged: Simplifi Vangaurd Connection

  Closed Ghlolo 11 views 0 comments 0 points Most recent by SmartCents May 2025Troubleshooting
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  Merged: Net worth graph always starts at $0

  Closed bbarber 1 view 0 comments 1 point Most recent by RobWilk May 2025Report a Bug
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  Merged: Build a rule that excludes based on keywords [Edited]

  Closed Simplify Master 1 view 0 comments 1 point Started by Simplify Master May 2025 Feature Requests
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  South State Bank missing

  Closed martin6526 11 views 1 comment 1 point Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Merged: Target Card Not Pulling Transactions

  Closed ZHailWayne 1 view 0 comments 0 points Started by ZHailWayne May 2025 Adding and Updating Accounts
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  5

  Up
  OneAmerica

  In Review jarot540 391 views 19 comments 5 points Most recent by DJMahannah May 2025Report Missing Financial Institution
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  Unable to remove Credit Memo

  Closed Flopbot 41 views 5 comments 0 points Most recent by Coach Jon May 2025General Troubleshooting
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  8

  Up
  Wisconsin 529 (edvest-529.com) Aggregator Link [edited]

  Active Nate42 573 views 34 comments 8 points Most recent by Dognose May 2025Report Missing Financial Institution
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  Report for "Banking"

  Closed BeccaBits 11 views 1 comment 1 point Most recent by Coach Natalie May 2025Feedback
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  Target Circle Card unable to add accounts

  Closed jtscanlon 1.9K views 30 comments 2 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  5

  Up Down
  Web App: Ability to Group Tags like the Mobile App (edited)

  Active Flopbot 121 views 9 comments 5 points Most recent by Flopbot May 2025Feature Requests
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  3
  Please add Best Egg back to accounts to add

  In Progress Jrmclean 511 views 15 comments 3 points Most recent by Leah62079 May 2025Report Missing Financial Institution
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  Product is too Expensive

  Closed Garrett 72 views 2 comments 0 points Most recent by DryHeat May 2025Feedback
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  Connecting to my bank

  Closed Fixer 11 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Transactions in Manual Investment Accounts should update Holdings

  Closed CharlieVA 1 view 0 comments 1 point Started by CharlieVA May 2025 Feature Requests
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  Apple Wallet sync issue

  Closed dna 1.1K views 31 comments 1 point Most recent by Coach Jon May 2025Adding and Updating Accounts
• 
  Access to Fidelity NetBenefits Stock account

  Closed JMibrow 23 views 3 comments 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
• 
  Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

  Closed Sk8terboy 21 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Incorrect Savings Goal Amounts

  Closed Jenny T 121 views 11 comments 0 points Most recent by Jenny T May 2025Report a Bug
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  1

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  add CUSO / Clear1 for Millbury CU

  Active markr9805 1 view 0 comments 1 point Started by markr9805 May 2025 Report Missing Financial Institution
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  Order of Savings Goals "By goal" seems to shift randomly

  Answered ✓ Closed DryHeat 21 views 2 comments 0 points Most recent by DryHeat May 2025Using Savings Goals
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  Cannot add Key Bank Maine online bank to Simplifi

  Closed Vark 51 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
• 
  recurring transaction amount changed overnight

  Closed Jeannette 41 views 5 comments 0 points Most recent by Coach Jon May 2025Report a Bug
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  Can't connect with Travis Credit Union Vacaville CA due to MFA

  Closed System 1 view 2 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  [ONGOING] 4/17/25: Chrysler Capital returns an FDP-102 error

  Coach Natalie 41 views 1 comment 0 points Most recent by Coach Natalie May 2025Current Online Banking Issues