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NEW 8/28/26: Victory Capital returns an FDP-176 error

Announcement Coach Natalie 11 views 0 comments 0 points Started by Coach Natalie August 28 Current Online Banking Issues

New Feature Alert: Enhanced Transaction Detail View

Announcement Coach Janean 321 views 0 comments 0 points Started by Coach Janean August 26 Updates From the Product Team

Web Release 6.34.0

Announcement Closed Coach Natalie 154 views 0 comments 0 points Started by Coach Natalie August 26 Updates From the Product Team

Mobile Releases 6.34.0 & 6.34.1

Announcement Closed Coach Natalie 118 views 0 comments 0 points Started by Coach Natalie August 26 Updates From the Product Team

NEW 8/24/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors

Announcement Coach Natalie 206 views 0 comments 0 points Started by Coach Natalie August 24 Current Online Banking Issues

New Feature Alert: Spending Dashboard

Announcement Closed Coach Natalie 531 views 0 comments 0 points Started by Coach Natalie August 20 Updates From the Product Team

New Feature Alert: Transaction Review

Announcement Closed Coach Natalie 478 views 1 comment 0 points Most recent by Coach Natalie August 18Updates From the Product Team

August Bucket List

Announcement Coach Natalie 147 views 7 comments 1 point Most recent by Coach Kristina August 16The Water Cooler

How to post to the Community

Announcement Closed Coach Kathryn 1.3K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 319 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

Reports filter not honoring the "Show Excluded in Reports" option (edited)

Me123456 173 views 11 comments 0 points Most recent by Me123456 12:37PMReport a Bug

Paypal Credit MasterCard Not Syncing/Adding (edited)

Jrunner01 158 views 16 comments 0 points Most recent by jpbaytown 2:00AMAdding and Updating Accounts

Paying early moves the reminder to the transaction date (edited)

mamerica 36 views 2 comments 0 points Most recent by mamerica August 28Using the Spending Plan

HSA Bank - HSA Invest account is missing/no holdings data (edited)

The Merg 699 views 60 comments 1 point Most recent by Coach Natalie August 28Adding and Updating Accounts

"All accounts up to date" message with Chase, but no accounts are added

System 33 views 2 comments 0 points Most recent by Coach Aldair August 28Adding and Updating Accounts

Keep me logged in check box missing on Safari (edited)

N4KHQ 16 views 1 comment 0 points Most recent by Coach Natalie August 28Troubleshooting

Formatting/Font Changes in IOS App version 6.34.0 Cause Information to Bleed Off Screen

Earlsrock 137 views 9 comments 1 point Most recent by Coach Aldair August 28Troubleshooting

96

Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

Active chanceryder25 862 views 32 comments 96 points Most recent by EL1234 August 28Feature Requests

The Create Transaction Window Changed as of Web 6.34.0 (edited)

Dick_Davis 29 views 1 comment 0 points Most recent by Coach Aldair August 28Managing Your Transactions

70

Ability to Rearrange or Sort Savings Goals (edited)

Active ccrawford 731 views 33 comments 70 points Most recent by VivPatlin August 28Feature Requests

UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable

Announcement Coach Natalie 450 views 1 comment 0 points Most recent by Coach Natalie August 28Current Online Banking Issues

31

Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

Active Andrew 453 views 18 comments 31 points Most recent by Coach Natalie August 28Feature Requests

6

Keep recurring name separate from payee name (edited)

Active Stranger0715 54 views 6 comments 6 points Most recent by TwelveSilverPennies August 28Feature Requests

Merged: Allow users to change how often recurring Planned Spend expenses recur

Closed Moralessalsidoj 10 views 0 comments 1 point Most recent by EL1234 August 28Feature Requests

Merged: Allow Category Groups and 4 or 5 level of categorization and subcategorization.

Closed Moralessalsidoj 8 views 0 comments 2 points Started by Moralessalsidoj August 28 Feature Requests

9

Baselane Banking

Active zoperkin 301 views 12 comments 9 points Most recent by juaker August 28Report Missing Financial Institution or Biller

Community America Credit Union FDP-103

chiphum 196 views 17 comments 0 points Most recent by chiphum August 28Adding and Updating Accounts

Bank of America - Health Accounts FDP-192 error (edited)

Snipes 164 views 15 comments 1 point Most recent by Coach Natalie August 27Adding and Updating Accounts

Fidelity connection has not updated in 4 days (Care: 2505)

disc2120 68 views 4 comments 0 points Most recent by DGonz August 27Adding and Updating Accounts

2

add X Money integration

Steve618 83 views 6 comments 2 points Most recent by Coach Natalie August 27Report Missing Financial Institution or Biller

How to Apply a Global Change of Payees? (edited)

Answered Dick_Davis 69 views 8 comments 0 points Most recent by Dick_Davis August 27Managing Your Transactions

UPDATED 8/27/26: Bank of America - Health Accounts returns an FDP-192 error

Announcement Coach Natalie 57 views 1 comment 0 points Most recent by Coach Natalie August 27Current Online Banking Issues

1

Support for CoinMarketCap portfolios

Active dsa157 10 views 0 comments 1 point Started by dsa157 August 27 Report Missing Financial Institution or Biller

I have not been able to connect my American Funds IRA account for over 6 weeks - FDP-103 (edited)

kimjady 38 views 2 comments 0 points Most recent by kimjady August 26Adding and Updating Accounts

Credit card reminder for Elan is not being updated with the payment due amount (edited)

RobI 49 views 3 comments 0 points Most recent by Coach Natalie August 26Bills and Income

3

Mobile App: Don't cut off Category Names when searching the Categories list on transactions

Active Flopbot 239 views 10 comments 3 points Most recent by Flopbot August 26Feature Requests

Indigo Mastercard FDP-102 (edited)

RobWilk 28 views 2 comments 1 point Most recent by RobWilk August 26Adding and Updating Accounts

Empower Accounts - Not finding my 3 IRA's or HYS (edited)

joda2021 41 views 6 comments 0 points Most recent by Coach Natalie August 26Adding and Updating Accounts

7

Mobile App: Dashboard Card Options - Small/Medium/Large (edited)

Active bobluck 59 views 2 comments 7 points Most recent by Coach Natalie August 26Feature Requests

3

Mobile App: Open keyboard automatically to search for Payee when clicking on Payee field (edited)

Completed yippinyahoo 38 views 1 comment 3 points Most recent by Coach Natalie August 26Feature Requests

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