Best Of
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
How is this acceptable for a finance app not to have proper MFA support in 2025? It's a big mistake switching to your app. It worked initially and got a SMS at least, and for any new logins from a different workstation or a different phone, it's not forcing MFA at all. Speaking with support hasn't been productive either and they are just saying they are aware and working on resolution. Please fix MFA first and add app based MFA instead of SMS.
pr@dk
Re: Income & Expense Report: Share your feedback here!
SUCCESS!!
When i went to my "General" tab under "Settings", I saw this:
I turned early access to OFF, then saw the chart "Net Income" (instead of "Income & Expense") and it was working perfectly. Just to check, I tried toggling the Early Access on/off and verified that the reports changed names each time and that the failure only occurred when Early Access is set to ON.
THANK YOU FOR THE HELP!
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
MrGood
Re: Splitting a deposit
I'll add that if you want to do the reverse of what the category expects (for example, if you're getting a reimbursement for an expense and want it counted against that expense), you'll want to put either a plus or minus sign in front of the amount that you type in. It's a little counterintuitive until you get used to it.
EL1234
Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
Thanks! In your situation of using the parent category for a catch-all, theoretically you might want to filter for transactions that just have that top-level category, so you can see the ones that need to be recategorized. That would be a good use case for this feature.
EL1234
Re: College Savings Plan of Maryland FDP-106 error (edited)
@Ted F, we are back with an update!
It appears that our service provider is already aware of and working on this issue. We have an Alert that you can now follow for updates moving forward!
In the meantime, you can track the account manually to keep your records up-to-date. Here are the steps for adding a manual transaction:
Thank you for your patience as this issue is being worked on!
Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
Thank you!
EL1234
Re: How Do I Hide Pending Transactions?
Thank you coach Natalie, this did not come up in my search.
Re: Spending Plan Redesign: Share your feedback here!
@Me123456, ahh, I see the issue now, and was able to reproduce it. I have passed this along to our product team!
Re: Ability to Rearrange or Sort Savings Goals (edited)
Currently, Savings Goals do not allow for sorting by goal date. To better track goals it would be helpful to be able to see them by the date I expect them to be due. I would also like to be able to save my sort settings. Currently, when I choose a sort method the application does not retain the settings, they are at the default of Date Created whenever I open them.