Recent Discussions

Discussion List

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  [ONGOING] 12/1/25: Multiple FIs - CP_Server_Error

  Coach Natalie 341 views 1 comment 0 points Most recent by Coach Natalie December 2025Current Online Banking Issues
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  Merged: FDP-103 errors with accounts serviced by Synchrony

  Closed System 15 views 0 comments 0 points Most recent by GhostlyPoncho December 2025Adding and Updating Accounts
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  Merged: Print & PDF export of the Income & Expense Report feedback

  Closed adtaylor 14 views 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  Rule to automatically trim Payee Name

  randy-sk 26 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 20 views 1 comment 4 points Most recent by DryHeat December 2025Feature Requests
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  Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)

  Active Tickko 1.6K views 42 comments 62 points Most recent by EL1234 December 2025Feature Requests
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  PayPal - Missing Credit Account (edited)

  Monizrr 1.9K views 76 comments 3 points Most recent by shuruev December 2025Adding and Updating Accounts
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  Merged: Enhancements to Individual Records within Series-ability to mark as auto pay or manual pay

  Closed DawnD2025 11 views 0 comments 1 point Started by DawnD2025 December 2025 Feature Requests
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  Indicate if upcoming bills are "Autopay" or "Manual"

  Active dsdxp 104 views 10 comments 32 points Most recent by DawnD2025 December 2025Feature Requests
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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 December 2025Feature Requests
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  jdtrujillo 38 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Optum Bank Connection Error Message FDP-108

  mpanky 26 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Need a 'Select All' and 'Date Range' Filter (edited)

  In Review Drummon1 2.9K views 76 comments 195 points Most recent by Coach Kristina December 2025Feature Requests
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  Integrate with FREC.COM

  mpanky 11 views 1 comment 1 point Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Link Savings Goal to Account Balance

  mdesch 11 views 1 comment 0 points Most recent by Coach Kristina December 2025Using Savings Goals
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  Merged: Ability to Filter transactions by Date

  Closed mpanky 3 views 0 comments 1 point Started by mpanky December 2025 Feature Requests
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  112
  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 2025Feature Requests
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  Merged: Adding a Note to Split transactions

  Closed TJSam 9 views 0 comments 2 points Started by TJSam December 2025 Feature Requests
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  Merged: Print & Export PDF of the Income & Expense Report feedback

  Closed System 2 views 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  DryHeat 67 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  TIAA Connectivity Appears Down - FDP-105 (edited)

  rkjones 122 views 9 comments 1 point Most recent by Quick40S December 2025Adding and Updating Accounts
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  Current Info re Account Authentication Protocols

  turtle 82 views 10 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)

  In Progress khad 6.1K views 118 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
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  Merged: Ability to review new/unreviewed transactions in all accounts in one place

  Closed DannyB 4 views 0 comments 1 point Started by DannyB December 2025 Feature Requests
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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 2.1K views 87 comments 21 points Most recent by Quick40S December 2025Report Missing Financial Institution
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  Reviewed Flag is being reset

  Ruonline 61 views 13 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Register Shows Credit in Client Invoices, But Balance is Zero

  Closed rkjones 14 views 1 comment 0 points Most recent by rkjones December 2025Invoices & Estimates
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  BNY Wealth FDP-105 Error

  Closed ben510 11 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 17 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  "This Bank is not available right now" message - TD Bank

  Closed System 27 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts