Recent Discussions

Discussion List

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  Web Releases 4.87.0 - 4.87.2

  Announcement Closed Coach Natalie 161 views 0 comments 1 point Started by Coach Natalie December 15 Updates From the Product Team
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  NEW 12/15/25: Synchrony Bank & Synchrony Store-Branded Cards returning an FDP-103 error

  Announcement Coach Natalie 16 views 0 comments 0 points Started by Coach Natalie December 15 Current Online Banking Issues
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  NEW 12/15/25: New York State Deferred Compensation returns an FDP-102 error

  Announcement Coach Natalie 8 views 0 comments 0 points Started by Coach Natalie December 15 Current Online Banking Issues
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  NEW 12/12/25: Nationwide Retirement Solutions returns FDP-102 error

  Announcement Coach Jon 28 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 72 views 8 comments 0 points Most recent by DannyB December 12The Water Cooler
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  How to post to the Community

  Announcement Closed Coach Kathryn 993 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 304 views 0 comments 4 points Started by Coach Kathryn September 2019 Using the Community
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  Missing Fidelity HSA Transactions

  Mortimer Duke 22 views 4 comments 0 points Most recent by Mortimer Duke 11:05PMAdding and Updating Accounts
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  Baxter Credit Union Showing Debits as Credits while Pending (edited)

  cvwest 92 views 14 comments 0 points Most recent by Coach Jon 10:52PMAdding and Updating Accounts
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  Running Balance Column in Account Registers

  Ames.Vannah 24 views 4 comments 1 point Most recent by Coach Jon 10:22PMFeedback
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  529 accounts are not shown in the Other Investments part of the Investing Dashboard tile on Mobile

  rosachin21k 103 views 18 comments 0 points Most recent by rosachin21k 9:40PMReport a Bug
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  Add Projected Cash Flow Graph to Mobile

  Active TCEnt 104 views 6 comments 9 points Most recent by penalty3fiber 9:36PMFeature Requests
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 2.4K views 96 comments 80 points Most recent by jondehen 9:07PMReport Missing Financial Institution
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  Projected Cash Flow Does Not Account for Pending Transactions

  Ames.Vannah 45 views 4 comments 0 points Most recent by Ames.Vannah 9:01PMProjected Cash Flow
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  Dashboard customizations are not sticking on iPad

  System 31 views 7 comments 0 points Most recent by Coach Jon 8:53PMTroubleshooting
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  Customize Dashboard: Share your feedback here!

  Announcement Coach Natalie 214 views 30 comments 0 points Most recent by Coach Natalie 8:25PMFeedback
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  Freedom Mortgage (Freedom Wholesale Mortgage) 103 error (edited)

  Dick_Davis 336 views 38 comments 2 points Most recent by Coach Jon 4:52PMAdding and Updating Accounts
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  Ability to hide cents for accounts in the Accounts List (edited)

  Donnie S 12 views 1 comment 1 point Most recent by Coach Jon 4:40PMFeature Requests
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  Watchlists: Ability to scroll through Category/Payee list w/out having to click "show more" (edited)

  Active jgrede 83 views 6 comments 5 points Most recent by Coach Natalie 4:25PMFeature Requests
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  Web App Accounts List: Don't shift the numbers left when the scrollbar is presented (edited)

  Active micky 35 views 1 comment 1 point Most recent by Coach Natalie 4:24PMFeature Requests
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  Better Connection Stability

  Completed HSC 270 views 7 comments 2 points Most recent by Coach Natalie 4:18PMFeature Requests
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  T Rowe Price (FDP-105)

  lwyman 17 views 3 comments 0 points Most recent by Coach Natalie 4:11PMAdding and Updating Accounts
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  [RESOLVED] 11/21/25: Matthews Asian Funds returns an FDP-102 error

  Closed Coach Natalie 15 views 2 comments 0 points Most recent by Coach Natalie 3:58PMCurrent Online Banking Issues
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  [RESOLVED] 9/2/25: Tangerine - Personal Banking returns an FDP-103 error

  Closed Coach Natalie 791 views 5 comments -1 point Most recent by Coach Natalie 3:49PMCurrent Online Banking Issues
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  Investment Transaction Will Not Update Manually on Mobile (edited)

  Forteleza 65 views 9 comments 0 points Most recent by Coach Natalie 3:20PMReport a Bug
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  Please add Mazda Financing

  In Review Annie 331 views 12 comments 10 points Most recent by Theprainos 2:52PMReport Missing Financial Institution
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  [ONGOING] 12/3/25: Summit CU returns an FDP-102 error

  Coach Natalie 20 views 1 comment 0 points Most recent by Coach Natalie 2:51PMCurrent Online Banking Issues
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  [ONGOING] 12/3/25: PB&T Bank returns an FDP-181 error

  Coach Natalie 15 views 1 comment 0 points Most recent by Coach Natalie 2:51PMCurrent Online Banking Issues
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  Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports

  Active jsy42 668 views 36 comments 111 points Most recent by SRC54 12:25PMFeature Requests
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  Merged: Income Report Mismatched Colors

  Closed yfor11 5 views 0 comments 0 points Started by yfor11 December 16 Using Reports
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  Merged: Option to display All Time under Date Range in Reports function

  Closed LiYang 3 views 0 comments 1 point Started by LiYang December 16 Feature Requests
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  Please add Desert Financial Credit Union for online access.

  In Review EddieTrina 934 views 36 comments 16 points Most recent by kimberlyjarman December 16Report Missing Financial Institution
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  Watchlist amounts are incorrect (edited)

  sidewalkboots 101 views 13 comments 0 points Most recent by Coach Jon December 16Report a Bug
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  FDP-192 Error with ComputerShare

  lencoh82 107 views 12 comments 0 points Most recent by MightyIrish December 16Adding and Updating Accounts
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  Elevations Credit Union sync outage - to.100 error (edited)

  RFL281 136 views 11 comments 2 points Most recent by Coach Jon December 16Troubleshooting
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  [UPDATED] 11/24/25: Elevations Credit Union-CO returning to.100 error/FDP-101 error

  Announcement Coach Jon 351 views 2 comments 6 points Most recent by Coach Jon December 16Current Online Banking Issues
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  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 235 views 15 comments 0 points Most recent by Coach Natalie December 16Feedback