Recent Discussions

Discussion List

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  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Started by Dillon April 2025 Feature Requests
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  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Started by Chilly April 2025 Managing Businesses
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  How do Planned Spending Expenses change over time?

  Closed SavingPennies4Boba 31 views 5 comments 0 points Most recent by Coach Jon April 2025Using the Spending Plan
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  How can I get Net Income on Dashboard

  Answered ✓ Closed N4KHQ 22 views 3 comments 0 points Most recent by Coach Jon April 2025Using the Dashboard
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  Ability to invert amounts in a specific account

  Closed BYH 11 views 1 comment 1 point Most recent by Coach Jon April 2025Managing Your Transactions
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  Please add Shane Co Card (edited)

  Active johnmollberg 31 views 3 comments 1 point Most recent by Coach Jon April 2025Report Missing Financial Institution
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  Target Red Card MFA

  Closed BFowler52 161 views 8 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Merged: Target Red Card now requires authentication on a daily basis

  Closed System 31 views 0 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  FDP-106 for Nationwide Retirement Solutions

  Closed FutureEye 171 views 12 comments 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  [ONGOING] 04/08/25: SEI Client Connect returning a $0 balance in the Accounts List

  Coach Jon 191 views 1 comment 2 points Most recent by Coach Jon April 2025Current Online Banking Issues
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  Truist Bank is not connecting anymore

  Closed bost.05 111 views 2 comments 0 points Most recent by bost.05 April 2025Adding and Updating Accounts
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  Ability to re-import exported CSV files (edited)

  Active nothin7 101 views 2 comments 8 points Most recent by philipkd April 2025Feature Requests
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  Not recognizing Venmo transactions

  Closed Meileigh2021 11 views 2 comments 0 points Most recent by Mayra April 2025Using Reports
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  Add FutureCard (by Piermont Bank)

  Active mariafed 22 views 0 comments 3 points Started by mariafed April 2025 Report Missing Financial Institution
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  Spending from vacation/saving goals

  Closed robertorzm 31 views 1 comment 0 points Most recent by Coach Jon April 2025Feedback
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  M1 Finance Not showing Money Market account when Syncing

  Closed gms 551 views 32 comments 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Connection error - Manulife Bank of Canada - FDP-101 (edited)

  Closed Niffer8 202 views 31 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Merged: How to totally reset apple wallet connection?

  Closed RobWilk 1 view 0 comments 1 point Most recent by TheReal702 April 2025Troubleshooting
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  Please remove the "everything else" clustering

  Closed upstatepainter 31 views 4 comments 0 points Most recent by upstatepainter April 2025Using Reports
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  Merged: Custom organize "All transactions" column

  Closed 206Giff 1 view 0 comments 1 point Started by 206Giff April 2025 Feature Requests
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  Why won't all my accounts update when I click on the Update Accounts button?

  Closed rlhoweth 21 views 3 comments 0 points Most recent by rlhoweth April 2025Adding and Updating Accounts
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  Does Personal and Business subscription have better Personal reporting?

  Answered ✓ upstatepainter 41 views 3 comments 0 points Most recent by DryHeat April 2025Using Reports
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  Add averages, min and max on the reports

  Closed ashdubey 1 view 1 comment 0 points Most recent by Coach Kristina April 2025Feedback
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  Report will not recognize Venmo as a Payee

  Closed cat4130 1 view 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Transaction disappears after it's entered

  Closed RossB 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Imports aren't working - has this been resolved?

  Closed lmwst36 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Simplifi program counts 401k and other paycheck deductions as expenses (edited)

  Closed chicago89 131 views 3 comments 0 points Most recent by Coach Kristina April 2025Managing Your Transactions
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  information transfer

  Closed rabate 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Feedback
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 213 views 34 comments 0 points Most recent by Coach Kristina April 2025Investments
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  Please add Bath Savings Institute

  Closed ctssyount 11 views 1 comment 1 point Most recent by Coach Kristina April 2025Adding and Updating Accounts