Recent Discussions

Discussion List

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  Spending Plan forced Bill connect

  Closed marksomebody 11 views 2 comments 0 points Most recent by Coach Kristina May 2025Troubleshooting
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  QBP: Ability to Import Invoice data [Edited]

  Active marksomebody 1 view 0 comments 1 point Started by marksomebody May 2025 Feature Requests
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  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 372 views 16 comments 28 points Most recent by gwonky May 2025Feature Requests
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  Merged: Vanguard and Simplifi - Fix the issue. Work together. Serve your customers.

  Closed spiazza1 1 view 0 comments 0 points Started by spiazza1 May 2025 Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 37 comments 76 points Most recent by dlezama May 2025Feature Requests
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  Billers no longer updating...

  Closed AaronJB 42 views 5 comments 0 points Most recent by SRC54 May 2025Bills and Income
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  Spending Plan "overspent"

  Closed cchristian6 31 views 1 comment 0 points Most recent by SRC54 May 2025Using the Spending Plan
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  Issues connecting to Citi (edited)

  Closed dineshmm 71 views 4 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Bug in Income & Expense report for mortgages

  Closed jorder 1 view 0 comments 0 points Started by jorder May 2025 Report a Bug
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  Best way to categorize rental income and mortgage

  Closed DDel 180 views 2 comments 0 points Most recent by DryHeat May 2025Bills and Income
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  First US Bank May Be Fixed

  Closed SRC54 11 views 2 comments 1 point Most recent by SRC54 May 2025Adding and Updating Accounts
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  The Cooperative Bank of Cape Cod QCS-0429-2 (edited)

  Closed jackie21 11 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Do I need to keep credit cards as Recurring accounts even if I don't have a balance?

  Closed Vijay1 22 views 2 comments 0 points Most recent by SRC54 May 2025Bills and Income
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  Incorrect bank balance/transaction sync completely screws up projected cash flow (edited)

  Closed everydave 41 views 5 comments 1 point Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Tight Row Height Spacing mode missing in Early Access mode

  Closed MWA 1 view 0 comments 0 points Started by MWA May 2025 Troubleshooting
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  I can't seem to connect to Barclay credit cards (edited)

  Closed heshie75v 11 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Anomaly in mobile app balance versus web

  Closed RobWilk 55 views 8 comments 0 points Most recent by RobWilk May 2025Report a Bug
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  Cannot connect UBS Online Services / wrong URL

  Closed gold3 64 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  NordPass Simplifi (web) Login

  Closed John Wells 21 views 1 comment 0 points Most recent by Coach Jon May 2025Troubleshooting
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  Ark7 connection is not working FDP-103 error (edited)

  Closed boshik 1 view 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Spending plan feature can’t handle transfers (edited)

  Closed Gnnd 101 views 8 comments 0 points Most recent by Gnnd May 2025Using the Spending Plan
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  [ONGOING] 04/30/25: Coinbase OAuth Migration Causing Incorrect Portfolio Display

  Coach Jon 399 views 1 comment 7 points Most recent by Coach Jon May 2025Current Online Banking Issues
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  Merged: Several letters cut off

  Closed MikeBtp 1 view 0 comments 0 points Started by MikeBtp May 2025 Report a Bug
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  Merged: Input fields got really narrow in last two days

  Closed Sabrina Blue 21 views 0 comments 0 points Most recent by SRC54 May 2025Report a Bug
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  Robinhood managed IRA accounts supported?

  Closed fullmetalomelette 109 views 9 comments 0 points Most recent by fullmetalomelette May 2025Adding and Updating Accounts
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  Income for W2 Earners

  Closed JagPres2 13 views 1 comment 0 points Most recent by RobWilk May 2025Bills and Income
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  Charles Schwab Duplicate Transactions

  Closed System 178 views 36 comments 0 points Most recent by neon45 May 2025Adding and Updating Accounts
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  Manual account - can't change account type for investment accounts

  Closed ejs 189 views 8 comments 1 point Most recent by darlamoore84 May 2025Report a Bug
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  Add Rockefeller Digital

  Active MGK 11 views 0 comments 2 points Started by MGK May 2025 Report Missing Financial Institution
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  Customize Dashboard on iPad

  Closed housetr 43 views 6 comments 2 points Most recent by RobWilk May 2025Using the Dashboard