My husbands check goes into our checking account and my check is auto deposited into our savings. I don’t understand why the “Available for funding” isn’t including the money in our savings account. I have envelopes set up for saving for di...

Hi Faithful Stewards,

Thank you for reading this post.

I hope everyone is well in the Lord.

I haven't heard Rob discuss on the podcast how much cash to have on hand.

For example, if Atm machines go down or there is a power outage, how ...

Hello, I would like an expert explanation on whole life insurance. Is whole life insurance necessary? Are there different types of whole life insurance? Can you stop paying your on keep what you’ve paid to it? Are there any penalties on th...

Doing the Financial Peace University course and the fifth lesson on dumping debt talks about getting home equity loans for debt consolidation as a replacement for an emergency fund. But listening to Moody Radio, I hear a radio commercial fo...

Does the faith fi community have a budgeting curriculum similar to FPU to guide people how to steward their money?

Does it make sense to save up for a used car vs doing a loan on your 401k?

I have a manual account for each of my boys' piggy banks. When I pay for something with my credit card, I charge it to an envelope called kids spending. Then when I get money from their piggy bank and transfer it to my wallet I have been us...

I’m having trouble starting a “June” budget. I click the button that says “Create June Budget” but it doesn’t do anything. What am I missing?

A church we left just over one year ago has dissolved. I find myself wondering about the money. If they were being honest, there was a substantial amount in a church savings account. What typically happens to the money? At least, what i...

I keep seeing ads for Ownwell. They are supposed to help you with property taxes, but it seems shady to me. Has anyone used them before?

What direction is being a better steward of God’s money, Leasing or Buying a vehicle?

Is there any way to edit the order of the accounts so on the home page the most important ones appear at the top of the list?

Is it possible to download my reports?

Are the partner magazine and Bible studies available digitally? Id prefer them to be more portable than in physical form.

Is there a general tutorial available somewhere on this app? I had an idea of how I thought it would work, evidently need to review the basics. I can’t find even basic instructions on how this works, and there is no help available. I’ve spe...

I got scammed for half of my life savings and tried taking my life 3-4 times. I contacted everyone I can imagine to help me and everyone is left me. My newest lawyer won’t contact me. Please pray for God to bless me financially, restore all...

Where can I list my credit card debts and loans?

Does any one know of, or want to start a Christian Entrepreneurs support group? Especially for those just starting out in the areas of tech, real estate and investing... If anyone is reading this, please pray for me for more wisdom from the...

Hello, I am looking to pursue becoming a Real Estate Agent on the path towards other entrepreneurial efforts. Does anyone know of any Faith based Real Estate Brokerages in the North or Central MS area? I realize this is not really a CKA typ...

refresh me please - where do I go in FaithFi to reset the budget plan when income and/or expenses change?

Hi there- I contribute to my HSA through my employer. This lowers my taxable income and thus my taxes. However, it seems that when I get onto the SS site- MySS, my income there is also reduced. I want to maximise my SS pension when I am 70 ...

Is it common practice to know exactly how much fees are being taken out of your investment account, and how often they are taken out? I have looked at my account online, and my statements, but I don’t see that information.

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...