Recent Discussions

Discussion List

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  2

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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 102 views 6 comments 2 points Most recent by EL1234 June 28Feature Requests
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  How to create a receipt with multiple transactions

  Answered ✓ Closed matthewb 34 views 1 comment 0 points Most recent by Coach Kristina June 28Invoices, Estimates, & Sales Receipts
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  Recurring Transaction Matching Issue

  Answered ✓ Closed CROforce 114 views 6 comments 0 points Most recent by DryHeat June 28Troubleshooting
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  4

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  Bulk edit option for status field

  Active Norm6257 131 views 2 comments 4 points Most recent by Coach Kristina June 28Feature Requests
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  18

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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 293 views 13 comments 18 points Most recent by Coach Kristina June 28Feature Requests
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  Merged: Category Display

  Closed Big Grumpy 1 view 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
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  Merged: Status Bulk Change

  Closed Big Grumpy 1 view 0 comments 1 point Started by Big Grumpy June 28 Feature Requests
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 845 views 35 comments 63 points Most recent by Coach Kristina June 27Feature Requests
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  Start from scratch??

  Answered ✓ Closed HMB21 45 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Merged: Quick delete for transactions

  Closed Big Grumpy 31 views 0 comments 3 points Most recent by SRC54 June 27Feature Requests
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  Merged: Duplicate button or option

  Closed Big Grumpy 11 views 0 comments 2 points Most recent by dsfreddy June 27Feature Requests
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  John Hancock 401(k) — Two Issues: Combined Account (Trad + Roth) & Persistent Security Alert Emails

  Closed KyleCarpenter06 33 views 1 comment 0 points Most recent by Coach Jon June 26Adding and Updating Accounts
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  Apple Shortcuts Integration

  Active pawebb 270 views 5 comments 4 points Most recent by nmcmahon1215 June 26Feature Requests
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  Morgan Stanley Cash Management Connection Issues (FDP-155)

  Closed mketner 62 views 0 comments 0 points Started by mketner June 26 Adding and Updating Accounts
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ Closed FrameAndFinance 111 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  2

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  Net Worth Feature Accounts Summary: Reduced debt should show a down arrow and vice versa

  MishaM 42 views 1 comment 2 points Most recent by Coach Jon June 25Feature Requests
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  1

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  Add trend lines to the summary reports (edited)

  Active MishaM 34 views 0 comments 1 point Started by MishaM June 25 Feature Requests
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  Merged: Debt Tracker

  Closed Rodagave 1 view 0 comments 1 point Started by Rodagave June 25 Feature Requests
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  Merged: Debt tracking on a graph/report (edited)

  Closed hmlee08 261 views 0 comments 29 points Most recent by Rodagave June 25Feature Requests
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  246

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  Add a debt payoff calculator/goal/report [edited] (4 Merged Votes)

  In Review Jreno2012 3.4K views 79 comments 246 points Most recent by Rodagave June 25Feature Requests
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  TastyTrade - Tastyworks connectivity - FDP-101 (edited)

  Closed RomanBones 144 views 17 comments 1 point Most recent by AsyncC June 25Adding and Updating Accounts
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  CIBC US Login Alert Update needed (edited)

  Closed mfishman 22 views 1 comment 0 points Most recent by Coach Jon June 25Adding and Updating Accounts
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  D.A. Davidson is giving Care Code: FDP-105 (edited)

  Closed JBB 43 views 1 comment 0 points Most recent by Coach Jon June 25Adding and Updating Accounts
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  Web Release 6.25.0

  Closed Coach Natalie 242 views 0 comments 1 point Started by Coach Natalie June 25 Updates From the Product Team
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  ONGOING 6/25/26: Venmo - Inverse Balances

  Coach Jon 150 views 1 comment 0 points Most recent by Coach Natalie June 25Current Online Banking Issues
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  Empower Retirement Account: Error: Care Code 325

  Closed geewiz2k1 61 views 4 comments 0 points Most recent by geewiz2k1 June 25Adding and Updating Accounts
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  FDP-192 with WageWorks (HealthEquity) (edited)

  Closed cruisencode 170 views 8 comments 0 points Most recent by amdavadi June 25Adding and Updating Accounts
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  Timing of transfers and how Net Worth reflects the transfers

  Closed lwyman 79 views 5 comments 0 points Most recent by EL1234 June 25Using the Net Worth Feature
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  AI Suggested Answers Coming to Community

  Announcement Closed Coach Natalie 58 views 0 comments 1 point Started by Coach Natalie June 24 Using the Community
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  Unable to link separate accounts (spouse's and mine) with Capital One (edited)

  Closed MorganNalley 45 views 1 comment 0 points Most recent by Coach Jon June 24Adding and Updating Accounts