Recent Discussions

Discussion List

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  Wells Fargo Active Cash Account Doesn't Appear

  kevindwhite 33 views 4 comments 0 points Most recent by kevindwhite December 2024Adding and Updating Accounts
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  Projected Cash Flow is not updating

  cwebbs60 20 views 3 comments 1 point Most recent by Coach Kristina December 2024Report a Bug
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  We're working on linking DirecTV. We'll let you know if we need anything else.

  sbarger777 33 views 6 comments 0 points Most recent by Coach Kristina December 2024Bills and Income
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  Tooltip Pending amount missing a Transaction

  RobWilk 16 views 1 comment 0 points Most recent by RobWilk December 2024Troubleshooting
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  Why would I want to "see" or Include my transfers in the Spending Plan?

  Max1223 43 views 5 comments 1 point Most recent by DannyB December 2024Using the Spending Plan
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  2

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  Ability to allocate income from "this month" to "next month" in the Spending Plan (edited)

  Active JEM42 52 views 6 comments 2 points Most recent by JEM42 December 2024Feature Requests
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  268
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  In Progress Luis 3.8K views 124 comments 268 points Most recent by Mercs December 2024Feature Requests
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  Saving Goals and transfers to specific accounts

  IgnacioRG 36 views 3 comments 2 points Most recent by Coach Kristina December 2024Feedback
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  Optum HSA FDP-106 error (edited)

  Brian Montague 47 views 3 comments 0 points Most recent by Coach Kristina December 2024Adding and Updating Accounts
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  T. Rowe Price Retirement Plans Data not getting updated since Nov 14 2024

  SudipChoudhury 37 views 2 comments 0 points Most recent by mjs560 December 2024Adding and Updating Accounts
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  Manage Subscription

  trekkie24 24 views 2 comments 0 points Most recent by RobWilk December 2024Getting Started
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  177

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  Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

  In Review jvipatapat 1.5K views 40 comments 177 points Most recent by DannyB December 2024Feature Requests
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  8

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  Ability to set a default Date Range for Reports (edited)

  Active Manny512 20 views 1 comment 8 points Most recent by RobWilk December 2024Feature Requests
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  Space Coast CU FDP-103 error

  arios01 37 views 9 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  99
  Ability to schedule account updates [edited] (1 Merged Vote)

  Completed TVee54 1.2K views 50 comments 99 points Most recent by EL1234 December 2024Feature Requests
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  Dashboard icon highlighted while viewing transactions

  System 70 views 12 comments 0 points Most recent by RobWilk December 2024Report a Bug
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  29

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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 357 views 23 comments 29 points Most recent by mllcpa December 2024Feature Requests
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  Can no longer hover on recurring series "circular arrows" icon to see which series is linked

  Duke0486 96 views 15 comments 0 points Most recent by Duke0486 December 2024Report a Bug
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  Schools First FCU FDP-103 error

  System 39 views 8 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  10

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  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Active UrsulaA 38 views 1 comment 10 points Most recent by RobWilk December 2024Feature Requests
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  New Feature Alert: Planned Spending Release Options!

  Announcement Closed Coach Natalie 363 views 1 comment 3 points Most recent by Coach Natalie December 2024Updates From the Product Team
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  New Planned Spending Release Options: Share your feedback here!

  Announcement Coach Natalie 102 views 8 comments 0 points Most recent by Coach Natalie December 2024Feedback
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  Columns still don't "stick" in reports.

  RobWilk 22 views 1 comment 1 point Most recent by Coach Natalie December 2024Feedback
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  1
  Column selections in Reports, Watchlists, and the Spending Plan should stick (edited)

  Planned Max1223 47 views 4 comments 1 point Most recent by RobWilk December 2024Feature Requests
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  [ONGOING 12/6/24: Chime - 404 "Page Not Found" on OAuth

  Coach Natalie 245 views 1 comment -2 points Most recent by Coach Natalie December 2024Current Online Banking Issues
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  [ONGOING] 12/6/24: Associated Bank - Missing Credit Card Transactions

  Coach Natalie 20 views 1 comment 0 points Most recent by Coach Natalie December 2024Current Online Banking Issues
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  Supporting Neo Financial Bank Canada

  Active Sourabh 70 views 3 comments 1 point Most recent by giuliano.meller December 2024Report Missing Financial Institution
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  16

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  Add an Assets/Liabilities Net Worth Chart (edited)

  Active David P 187 views 11 comments 16 points Most recent by SkiFreeYetiii December 2024Feature Requests
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  Fdp 104 now fdp 101

  Brant Davison 22 views 4 comments 0 points Most recent by Brant Davison December 2024Adding and Updating Accounts
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  Mobile Phone Widgets for 'Spending Plan' and 'Upcoming' [edited] (1 Merged Vote)

  In Review HSC 946 views 26 comments 80 points Most recent by UrsulaA December 2024Feature Requests