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Discussion List

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  1

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  Add UMB "Card Center Direct" (edited)

  Active gmac 79 views 4 comments 1 point Most recent by Coach Kristina October 2024Report Missing Financial Institution
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  Merged: Add UMB Card Services

  Closed gmac 4 views 0 comments 1 point Started by gmac October 2024 Report Missing Financial Institution
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  Robinhood Joint Brokerage Account

  Active rks7 60 views 3 comments 2 points Most recent by kmtougas October 2024Report Missing Financial Institution
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  4

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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 39 views 1 comment 4 points Most recent by Pantherino October 2024Feature Requests
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  Merged: Indicate amount allocated to savings goal in cash flow graph

  Closed racheltavara 5 views 0 comments 1 point Started by racheltavara October 2024 Feature Requests
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  45

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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 2.7K views 23 comments 45 points Most recent by UrsulaA October 2024Feature Requests
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  8

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  Ability to Share Reports (edited)

  Active Matt C 90 views 7 comments 8 points Most recent by SRC54 October 2024Feature Requests
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  11

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  Investment Tab Upgrades

  Active adizzlefoto 146 views 9 comments 11 points Most recent by DPLowsley October 2024Feature Requests
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  12

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  Ability to suppress or dismiss online banking issue notifications/icons (edited) (edited)

  Active SRC54 82 views 9 comments 12 points Most recent by Flopbot October 2024Feature Requests
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  42

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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 413 views 20 comments 42 points Most recent by Ggrb October 2024Feature Requests
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  17

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  Ability to Download/Export Net Worth and Investment Balance Data (edited)

  Active SimpliJSHL 242 views 2 comments 17 points Most recent by cweiland October 2024Feature Requests
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  Please add Santander Bank of Brazil.

  Active Genericool 17 views 2 comments 1 point Most recent by Genericool October 2024Report Missing Financial Institution
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  1

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  Add a Report for Other Spending (edited)

  Active opie 20 views 2 comments 1 point Most recent by opie October 2024Feature Requests
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  69

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  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Active JTerbeek 914 views 34 comments 69 points Most recent by Kermit October 2024Feature Requests
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  Ability to budget for Bills in installments in the Spending Plan (edited)

  Active Amanda Young 46 views 2 comments 5 points Most recent by Coach Natalie October 2024Feature Requests
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  Flourish

  Active Duke0486 10 views 0 comments 1 point Started by Duke0486 October 2024 Report Missing Financial Institution
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  50

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  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 401 views 22 comments 50 points Most recent by Almt12skyu October 2024Feature Requests
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  Merged: Sort Savings Goals based on Name or Priority

  Closed Almt12skyu 3 views 0 comments 1 point Started by Almt12skyu October 2024 Feature Requests
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  Add a 'Last Two Years' Date Range option (edited)

  Active pst 13 views 2 comments 1 point Most recent by pst October 2024Feature Requests
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  22

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  Ability to Move Simplifi Data to Quicken (edited)

  Active PS CFO 417 views 9 comments 22 points Most recent by PS CFO October 2024Feature Requests
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  39

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  Pool Savings Accounts for Savings Goals Contributions (edited)

  Active abresh 237 views 18 comments 39 points Most recent by DannyB October 2024Feature Requests
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  New American Funding

  Active rtuckr 33 views 1 comment 2 points Most recent by vis81 October 2024Report Missing Financial Institution
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  1

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  Ability to turn scroll bars on and off (edited)

  Active corrier3 7 views 0 comments 1 point Started by corrier3 October 2024 Feature Requests
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  3

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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 51 views 5 comments 3 points Most recent by Coach Jon October 2024Feature Requests
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  Merged: Smart Connections, Aware of Availability Windows

  Closed Dave L 5 views 0 comments 2 points Most recent by RobWilk October 2024Feature Requests
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  14

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  Implement Passkeys (edited)

  Active AzMurph 250 views 17 comments 14 points Most recent by RobWilk October 2024Feature Requests
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  8

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  Ability to bulk edit the 'Type' for Investment Transactions (edited)

  Active nothin7 57 views 4 comments 8 points Most recent by neon45 October 2024Feature Requests
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  6

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 88 views 5 comments 6 points Most recent by DannyB October 2024Feature Requests
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  30

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  Add support for BILT Rewards Mastercard

  Active 7brian 1K views 20 comments 30 points Most recent by docquantum October 2024Report Missing Financial Institution
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  2

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  Maine University Credit Union

  Active jk8720 8 views 0 comments 2 points Started by jk8720 October 2024 Report Missing Financial Institution