Recent Discussions

Discussion List

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  NEW 12/12/25: Nationwide Retirement Solutions returns FDP-102 error

  Announcement Coach Jon 15 views 0 comments 0 points Started by Coach Jon December 12 Current Online Banking Issues
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  What is your favorite holiday movie?

  Announcement Coach Kristina 66 views 8 comments 0 points Most recent by DannyB December 12The Water Cooler
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  NEW 12/10/25: Ent Credit Union returns FDP-103 error

  Announcement Coach Jon 11 views 0 comments 0 points Started by Coach Jon December 10 Current Online Banking Issues
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  NEW 12/08/25: Empower Migration

  Announcement Coach Jon 34 views 0 comments 0 points Started by Coach Jon December 10 Current Online Banking Issues
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  Web Releases 4.86.0 & 4.86.1

  Announcement Closed Coach Natalie 213 views 0 comments 1 point Started by Coach Natalie December 8 Updates From the Product Team
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  Mobile Release 5.45.0

  Announcement Closed Coach Natalie 133 views 0 comments 0 points Started by Coach Natalie December 8 Updates From the Product Team
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  How to post to the Community

  Announcement Closed Coach Kathryn 990 views 0 comments 5 points Started by Coach Kathryn September 2019 Using the Community
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  Getting the most out of the Community

  Announcement Closed Coach Kathryn 303 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community
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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.6K views 40 comments 59 points Most recent by EL1234 8:31PMFeature Requests
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  Missing MySynchrony/ID.Synchrony login for credit cards (edited)

  Active jtjones0304 4K views 41 comments 23 points Most recent by kathylew1228 8:26PMReport Missing Financial Institution
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  PayPal - Missing Credit Account (edited)

  Monizrr 1.8K views 72 comments 3 points Most recent by kathylew1228 8:18PMAdding and Updating Accounts
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  Rule to automatically trim Payee Name

  Answered randy-sk 8 views 1 comment 0 points Most recent by Coach Kristina 7:50PMManaging Your Transactions
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  T Rowe Price

  Answered lwyman 5 views 1 comment 0 points Most recent by Coach Kristina 7:37PMAdding and Updating Accounts
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  Charles Schwab brokerage account no longer updating

  RickS 17 views 4 comments 0 points Most recent by Coach Kristina 7:28PMReport a Bug
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  Enhancements to Individual Records within Series-ability to mark as auto pay or manual pay [Edited]

  Active DawnD2025 7 views 0 comments 1 point Started by DawnD2025 7:11PM Feature Requests
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  Please Add: Navy Federal Credit Union Digital Investor

  HTR 20 views 4 comments 1 point Most recent by HTR 4:29PMAdding and Updating Accounts
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  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat 3:36PMFeature Requests
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  The Money In/Out exclusions in Recurring Transfer Series apply backwards half the time

  DryHeat 28 views 3 comments 1 point Most recent by RobWilk 1:33PMReport a Bug
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  Mileage Tracker for QBP: Share your feedback here!

  Announcement Coach Natalie 313 views 30 comments 0 points Most recent by Asher 11:55AMFeedback
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  jdtrujillo 29 views 6 comments 0 points Most recent by SRC54 11:10AMReport a Bug
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  Optum Bank Connection Error Message FDP-108

  mpanky 9 views 1 comment 0 points Most recent by Coach Kristina December 13Adding and Updating Accounts
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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.9K views 76 comments 192 points Most recent by Coach Kristina December 13Feature Requests
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  Integrate with FREC.COM

  mpanky 6 views 1 comment 1 point Most recent by Coach Kristina December 13Feedback
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  Link Savings Goal to Account Balance

  mdesch 6 views 1 comment 0 points Most recent by Coach Kristina December 13Using Savings Goals
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 331 views 29 comments 36 points Most recent by SRC54 December 13Feature Requests
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  Merged: Ability to Filter transactions by Date

  Closed mpanky 3 views 0 comments 1 point Started by mpanky December 13 Feature Requests
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  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Planned 2sonsjim 1K views 43 comments 112 points Most recent by Coach Kristina December 13Feature Requests
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  Merged: Adding a Note to Split transactions

  Closed TJSam 9 views 0 comments 2 points Started by TJSam December 13 Feature Requests
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  Print & PDF export of the Income & Expense Report Removes Sub Category Name indentation & formatting

  adtaylor 7 views 1 comment 0 points Most recent by SRC54 December 13Feedback
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Answered DryHeat 47 views 8 comments 0 points Most recent by DryHeat December 13Using the Spending Plan
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  Robinhood - Savings accounts don't show up (edited)

  simplira 60 views 9 comments 0 points Most recent by simplira December 13Adding and Updating Accounts
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  Firstbank of Colorado FDP-101/FDP-109/FDP-102 error (edited)

  JCMoritz 82 views 19 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  TIAA Connectivity Appears Down - FDP-105 (edited)

  rkjones 58 views 9 comments 1 point Most recent by Quick40S December 12Adding and Updating Accounts
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  No Transactions Retrieved From Citizens Bank Since 12/9 (edited)

  MikeZ 56 views 12 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  Current Info re Account Authentication Protocols

  Answered turtle 52 views 10 comments 0 points Most recent by Coach Natalie December 12Adding and Updating Accounts
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  MasterPlan Retirement Planning - request-body-field error (edited)

  Likeak 63 views 10 comments 0 points Most recent by Coach Jon December 12Adding and Updating Accounts
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  Advanced Security Needed in addition to simple password

  Billybchampion 11 views 1 comment 0 points Most recent by Coach Jon December 12Feedback
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  Freedom Mortgage (Freedom Wholesale Mortgage) 103 error (edited)

  Dick_Davis 324 views 36 comments 2 points Most recent by Coach Jon December 12Adding and Updating Accounts