Recent Discussions

Announcement Coach Kristina 38 views 7 comments 0 points Most recent by SRC54 December 4The Water Cooler

NEW 12/3/25: Summit CU returns an FDP-102 error

Announcement Coach Natalie 5 views 0 comments 0 points Started by Coach Natalie December 3 Current Online Banking Issues

NEW 12/3/25: PB&T Bank returns an FDP-181 error

Announcement Coach Natalie 5 views 0 comments 0 points Started by Coach Natalie December 3 Current Online Banking Issues

New Feature Alert: Customize Dashboard!

Announcement Coach Natalie 257 views 1 comment 3 points Most recent by Coach Natalie December 2Updates From the Product Team

NEW 12/1/25: Multiple FIs - CP_Server_Error

Announcement Coach Natalie 158 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues

NEW 12/1/25: Ameris Bank - GA - CP_Server_Error

Announcement Coach Natalie 21 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues

NEW 12/1/25: FirstBank of Colorado - CP_Server_Error

Announcement Coach Natalie 54 views 0 comments 0 points Started by Coach Natalie December 1 Current Online Banking Issues

NEW 11/30/25: CIT Bank - CP_Server_Error

Announcement Coach Kristina 249 views 0 comments 4 points Started by Coach Kristina December 1 Current Online Banking Issues

New Feature Alert: Enhanced Reports!

Announcement Closed Coach Natalie 170 views 0 comments 1 point Started by Coach Natalie November 26 Updates From the Product Team

New Feature Alert: Account Register Update!

Announcement Coach Natalie 179 views 0 comments 2 points Started by Coach Natalie November 21 Updates From the Product Team

How to post to the Community

Announcement Closed Coach Kathryn 985 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 301 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community

Bug: Investment Transaction Will Not Update Manually

Forteleza 2 views 0 comments 0 points Started by Forteleza 2:44AM Report a Bug

Bug: "Bank Balance" leads to omission of pending transactions from Cash Flow

bob303727 5 views 1 comment 0 points Most recent by DryHeat 2:30AMReport a Bug

Issues with Pending Transactions and Regions Bank

Answered Fradojr 4 views 1 comment 0 points Most recent by SRC54 1:16AMReport a Bug

Does the account-specific Balance Type setting actually do anything?

Answered bob303727 43 views 7 comments 0 points Most recent by bob303727 12:53AMAdding and Updating Accounts

Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

jskup 12 views 3 comments 0 points Most recent by Coach Jon December 4Adding and Updating Accounts

37

Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)

Active perrynmyers 621 views 17 comments 37 points Most recent by EL1234 December 4Feature Requests

Midland National Annuity FDP-106 (edited)

PJLmoney 264 views 33 comments 0 points Most recent by PJLmoney December 4Adding and Updating Accounts

Unable to connect BMO Bank of Montreal - FDP-101 (edited)

awfulhak 67 views 11 comments 0 points Most recent by Coach Jon December 4Adding and Updating Accounts

8

Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

Active chipper33 75 views 6 comments 8 points Most recent by SRC54 December 4Feature Requests

Bill Connect: Costco Not Connecting

TiggerTrainer 83 views 18 comments 0 points Most recent by Coach Jon December 4Bills and Income

59

Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

Active JMP 531 views 20 comments 59 points Most recent by patate1684 December 4Feature Requests

211

Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

In Review mcjerbons 2.8K views 64 comments 211 points Most recent by santoshamb December 4Feature Requests

2

Investments: Add additional decimal points for fractional shares (edited)

jwphillips 26 views 2 comments 2 points Most recent by SRC54 December 4Feature Requests

18

Ability to use Transaction Rules/Quickfill for manual transactions (edited)

Active SamM 307 views 15 comments 18 points Most recent by SRC54 December 4Feature Requests

17

Watchlists: Better Calculations for 'Projected' amount (edited)

Active Jim313 253 views 11 comments 17 points Most recent by DryHeat December 4Feature Requests

9

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

Active MtnCreed 169 views 9 comments 9 points Most recent by TiggerTrainer December 4Feature Requests

Projected Spending Logic in Watchlists (edited)

jwphillips 20 views 3 comments 0 points Most recent by SRC54 December 4Using Watchlists

Check # field is missing on the mobile app

System 97 views 16 comments 0 points Most recent by Coach Jon December 4Report a Bug

MasterPlan Retirement Planning - request-body-field error (edited)

Likeak 11 views 1 comment 0 points Most recent by Coach Jon December 4Adding and Updating Accounts

Request: link U.S. Bank retirement accounts

mattyrazz7 22 views 3 comments 0 points Most recent by Coach Jon December 4Adding and Updating Accounts

[ONGOING] 11/20/25: HealthEquity returns an FDP-102 error

Coach Natalie 95 views 1 comment 0 points Most recent by Coach Jon December 4Current Online Banking Issues

6

What-if analysis for loans (edited)

Active Dancin-Ted-Danson 22 views 4 comments 6 points Most recent by TiggerTrainer December 4Feature Requests

39

Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

Active Jbenz 417 views 26 comments 39 points Most recent by SRC54 December 4Feature Requests

Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

ThePi_Treasurer 21 views 4 comments 0 points Most recent by Coach Natalie December 4Report a Bug

CIT Bank N.A request-body-field error

Marquette42 111 views 7 comments 2 points Most recent by Mike2023 December 4Adding and Updating Accounts

279

Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

In Review jonathanhle 3.5K views 80 comments 279 points Most recent by SRC54 December 4Feature Requests

5

New Reports: Add an expand/collapse all option (edited)

Active JoshuaEnthusiasm 20 views 2 comments 5 points Most recent by DannyB December 4Feature Requests

Elevations Credit Union sync outage - to.100 error (edited)

RFL281 21 views 2 comments 0 points Most recent by mllocy December 3Troubleshooting

Nationwide Retirement Login giving error FDP 102

FutureEye 37 views 8 comments 0 points Most recent by FutureEye December 3Adding and Updating Accounts

Add State Nebraska Bank and Trust

Krick 12 views 3 comments 1 point Most recent by Coach Natalie December 3Adding and Updating Accounts

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