Amazon or anything similar does not show up in the auto categorize preferences and it keeps auto categorizing Amazon purchases to the last category that I used for an Amazon purchase...

Is there a way to make it stop?

What happens to assets if parent that has only 1 child and they do not have a will? A bit of background. I did not know my mother growing up, and just in the last few years we have connected. She has paid off her house and noes not have any...

I’m 48 and I have been putting 10-15% away for retirement since I was 18. There are some calculators out there, but when you run the numbers 2.3 mil seems unattainable and frankly a bit frightening.

What do we think about Heloc- home equity line of credit with fixed rate?

Hello I am considering dumping one of Twp 401ks I have into a IRA but I can't decide if I should do traditional or crypto IRA? I

How do you add a new one?

Hello do I need to change my deed? My husband died a number of years ago and the deed still is in both of our names. No one else’s name is on it. Taxes, etc. have both of our names as well. At this point, I don’t see what difference it woul...

Hello I’m 50 and my husband is 46, we are debt free, except for our home which we currently owe 90,000 with 10 years remaining to pay it off. My husband is a public employee, and can start taking his retirement at 50, it would be at 70%, I ...

I’m 35, debt free, and have an IRA. My retirement age wouldbe likely 70. What is a healthy ratio of stocks/ETFs/mutual funds and bonds for my portfolio, and are ETFs preferred to mutual funds in my IRA if the expense ratio is less?

I am having trouble getting transactions from my Marcus savings account When I try to update it it always ends with an error updating message and there are transactions that are not there. Help

Hello everyone. My wife is 63 and she just switched jobs but the new job doesn't offer 401K for at least a year. Is it wise to leave the money there or transfer to somewhere else? We try to avoid taxes and she also has a Roth IRA at Schwab....

Hello, I'm currently 61 and will be retiring at 65. I work for a hospital and my 403b currently has 68% in stocks. At what point should I decrease the percentage of stocks and increase bonds? I've lost over $13,000 since the first of thi...

What are the benefits of a Money Market vs a Savings Account?

Between Mutual Funds vs ETFs, which one arw you more of a fan of?

I just started over fresh. I have used FF for many years and just needed to start over. But it’s been so long since I set p my plan…..I’m trying to set up my plan, and envelope funding, but it won’t let me set the date ahead of today. Am I ...

My sister has a 7 year old who is not doing well in school and thought its best to home school her. Does anyone knows any good home schools for the State of Florida. Leaning more towards a christian school as she is a believer.

My daughter is 17 and worked this past year. Does she need to file her own tax forms?

I’m thinking about buying some Tesla stock, is this a good stock to invest in and is this a good time to buy? Thanks

So my husband and I wanted our children to go to college and wanted to help them along. We did not have savings for this and encouraged them as much as possible to apply for scholarships, grants, etc. We did have to resort to Parent Plus l...

Hi Rob,

I will be turning 65 on August 30, 2025, and I intend to continue working rather than retire. I am researching what steps I need to do and know regarding the Medicare process, and some of the information provided seems to be a bit...

I’m thinking of paying H and R Block this year. Do you think it’s worth it? Our 17 year old daughter worked last year, and we have corrected W2s. Also my wife had a side job which I tried to keep up with estimated taxes but I’m not sure ...

I have created all my cash envelope accounts that we use and the digital transaction accounts are connected. All my accounts connected through plaid show all my transactions and balances except for PayPal. It hasn’t updated any transactions...

We are new to FaithFi. We are unable to hook up one of our cards that we use daily. If we want to enter transactions manually, how does one do that? Any help is appreciated.

I have my investments through Fidelity. Do you know if there are Faith Based Investments that are situated within Target Date Funds for investing?

We live in the southeast corner of Kansas. The closest CKAs are in Oklahoma. Is it important for our advisor be licensed in the state we live in? Since it could be an hour or more drive to meet in person, I would expect most visits would be...

We do not need my paycheck to pay bills, wondering what to do with it…My retirement account, my Health Savings Account, or towards paying off a loan with a 4.75% interest rate? Thank you

Any suggestion how to not to include reimbursement in the budget and spending report? For example, buying for church and get it reimbursed.

Our daughter is about to turn 18 and begin college. Can she start a Roth IRA?

I belong to the pro program and it is supposed to automatically download transactions from my checking account. But I have not had any updates since March 10. Can anyone help me?

I had to delete my accounts and reconnect them (instead of the usual reconnect) because one of my savings accounts wasn't showing up. Now it deleted all the past transactions from the previous account connection. How can I manually add back...

Is there a way to reset the app and start tracking from today?

How do you combine 2 years of giving into 1? How do you keep track of it and how does it affect your state taxes?

Does anyone know about the credibility of coin base

https://www.coinbase.com/

I have over 10,000 in credit card debt. i am trying to pay off but the it is hard to keep up with the interest. I have been getting offers to transfer the debit into a single credit card with 0% interest for about 12 months. what are the ...

Any suggestions for quality life insurance companies to shop with or websites to use? I have looked for a CKA in my area and there isn't one locally who is dealing with life insurance. Thank you.

I'm at the point that I don't know WHAT type of person we should work with (fee only financial planner?) and at one point were there not professionals listed through this site? I'm a little paralyzed. Immediate issues are a possible retirem...

Should I tithe on it, since I have already tithed on this money when it was first earned? I do tithe on my annual RMDs

Hey, I have a little over $11,000 in savings and was wondering how much I can take out in order not to have to pay income taxes on it. I make $1388 per month x 12 months = $16,656 per year. What is the limit of how much I can make without p...

We are selling a rental home we’ve owned for 36 years. How do we calculate a 10% tithe on the sale proceeds?

Not to be rude but this application is more difficult and non user friendly than it needs to be. This is my 3 attempt at subscribing to use as an online budgeting tool but I find myself still having to manually budget on paper because this ...

Are only certain envelopes allowed to have auto finding? I am trying to set it up but the option isn't always available

When would we reset the funding and our planning?

Hello! Curious if anyone knows how to fix envelope archiving? I keep getting an error message when I try to archive or unarchive an envelope. Thanks!

https://www.nerdwallet.com/article/finance/pay-medical-debt

My accounts got disconnected because I changed my password. How do I reconnect them?

Hi. I have half of my retirement savings in the amount of $250K placed in Traditional IRA with American Equity (Retirement Gold) in 2019. Then I decided I set this whole amount for the Lord. Since 2019 I have been withdrawing 10% (penalty f...

I currently use SEE Finance on my Mac to track my finances. It works well. Right now I’m using FaithFi in Content Only mode. However, if I wanted to try tracking my finances with FaithFi, how could I export my data from SEE Finance and impo...

I’m in my mid 30’s, super healthy. I only have health insurance if I go to the hospital. I currently only see a doctor for my annual physical. My health insurance was super cheap on a non-government Blue Cross plan through my state. However...

I’m in my mid 30’s, debt free, and am contributing to my employer’s matching IRA. I have worked with a financial advisor on it, but I’d also like to read spme articles or watch/listen tomsome content here on investing. I’ve searched around ...

I bank at Old Glory Bank as one of my banks. They’re offering a mini IPO. Has anyone else here taken advantage of it? They seem to want to have other Christians and individuals invest.

Has anyone here done any investing with Israel Bonds as part of their IRA?

Has anyone here had any long term experience with Timothy Plan mutual funds?

I keep looking for the place on this website that allows me to Find a professional- It is not as obvious as the creators think it is. I click on an appropriate article that might include that info, and it says 404- This page could not be f...

Hi. My question, in simple terms, is this: If I sell a rental property for $100,000 (appraised value) to a Christian organization (with 5013C status) for $50,000, can I take the $50,000 discount as a charitable donation on my taxes.

Thank ...

How do you know when it is time to hire a financial advisor to help manage your investments?

I have over $70.000 in credit card debts and personal loans. One of the creditors is suing me for not paying, and another account is in risk for litigation. My credit score is below 560. I’m currently thinking of filing for bankruptcy chapt...

Hello,

My name is Jordan and I am a long time listener of Faith and Finance broadcast on Bott Radio Network. My question is, are REIT dividends a reasonable retirement plan for income post retirement assuming the monthly income is sufficie...

Does the App track credit card spending like it does with the bank account? I have my major purchases on a CC.

I have contacted several CKAs in our area and none offer a stand alone assessment of our finances. My husband and I would like someone to look over our finances and offer advice. We are not looking for someone to manage our finances. Who do...

This is a question specifically for either a CKA or a FaithFi employee. What is your opinion on a HYSA? I want my money to be working for me in a low risk environment. Do you know of any good banks that offer HYSA’s?

Hi, does anyone personally know of credible timeshare exit companies? I heard there are also timeshare exit scams out there.

Is there a vetted faith based credit union you can recommend?

So, I didn’t realize until now that I had to manually rebalance my envelopes. Now that I’ve got 4 days worth of transactions booked, the month of February is rebalanced to 0. How do I add februarys transactions that have already been input ...

I have a question regarding a pension plan payout from my former employer.

I am 66 years old, married, and still working full-time.

I was recently notified by my former employer of their intention to begin a payout of my pension. They pre...

I have a Retirement account and I would like to, on a monthly basis, transfer my RMD tithe to my church. What do I have to give my brokerage account in order to accomplish this. Thank you.

Hello, I am new here and grateful to have the resources. I have been dealing with a serious illness for a few years no, and it has affected my working income quite a bit. At the same time, I have some generous family members who have been...

hi, I am new to this app, how do I print use reports?

Hi. I’m wondering if there is a way to filter/remove specific vendors picked up by the auto-categorization feature . I don’t want to disable the feature entirely because it’s really convenient, but sometimes certain vendors will end up in t...

Hi! I am a 22 year old with a full time job, I just paid off my student debts and have never had enough money to budget or make a plan. I am now looking towards owning a house and don’t know where I should start. I don’t spend excessively a...

Hello! I have two questions. What percentage of my income should I invest in stocks and other investment types? What percentage should I save?

I'm having trouble understanding how to fund my envelopes after payday each month. I don't think I want them automatically funded on a certain day each month since I like to look over the previous month and zero out certain envelopes before...

My husband is 68.He has a full time job and gets social security.I also work full time. I’ve been working on our taxes.If we file jointly we supposedly owe 300.00. If we file separately,it shows I have a refund of 1100.00 and he will have a...

For some odd reason| it’s not allowing me to delete envelopes. It says “error” try again

What are your thoughts on applying for the emergency debt relief program? I’ve seen more Fox News and USA Today they have posted about it in the recent days. Curious if you could give any insight please.

In setting up my estate, we have both a will and beneficiaries on all our savings accounts. It is a headache to keep all the accounts with the proper ratio to my survivors. Does it make sense to have all our savings and investment accounts...

I am currently invested through three different secular investment houses. Lately I've been convicted of needing to be more Biblically sound in my investments and have found a CKA that I am comfortable with. Do I just transfer my three inve...

We are a small church congregation with limited resources and volunteers. We are looking for a new software program for budgeting, and tithing, that is as simple as possible to use and maintain. We are seeking recommendations from other use...

Is there a technical reason or a logic reason that doesn’t allow the splitting until it is posted? My preference would be for it to be available right away so that I don’t need to save a receipt and/or remember to keep checking so that my...

Trying to split unassigned transactions into multiple envelopes . The split option is gone. Have it on new transactions if I manually enter them but need to split the items that came in from credit card. Used to do this all the time. Mi...

Recently, I began using the app to track, budget, and manage our finances. Where can I find instructions or some sort of usage manual? Lots of it is pretty simple. But still. Something would be helpful! Additionally, we are receiving rental...

A very good friend of mine died in September 2024. He had a car that he purchased several years before going on disability. The vehicle has a lien. The New York State Department of Motor Vehicles informed me that I cannot sell the vehicle ...

Hi everyone, new to the app. Do we fund our envelopes at the beginning of each month? Or as we go along?

Will my husband and I both be able to use the faith fi app on our phones with the one subscription?

We are looking at doing some major upgrades to our current home - kitchen remodal, updating bathroom etc. We will need to take out some kind of loan to finance part of these costs. What is the best loan to take out for home improvements?

Years ago my grandmother set up a 529 for my 6 year old son. This yr my step daughter attended her first year of college. After takin out student loans that she qualifed for, she still needed help paying for the semester so my husband &...

Investing platforms discussed on FaithFi

Stash https://www.stash.com/

Acorns https://www.acorns.com/

Betterment minimum deposit of $10 is required https://www.betterment.com/

Schwab intelligent portfolio Min $5000

https://www.schw...

My niece has about 32,000 in student loans she is 3rd grade teacher at low income school here in Oklahoma. Does anyone know what is the best way to get some of her loan forgiven? I am gonna help pay some as her dad passed away suddenly she ...