Recent Discussions

Discussion List

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  Unable to connect BMO Bank of Montreal - FDP-101 (edited)

  awfulhak 201 views 19 comments 0 points Most recent by awfulhak January 13Adding and Updating Accounts
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  HSBC UK

  odrocs 1 view 1 comment 1 point Most recent by Coach Jon January 13Adding and Updating Accounts
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  Aviva.com

  odrocs 1 view 1 comment 1 point Most recent by Coach Jon January 13Adding and Updating Accounts
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  21

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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 2.1K views 91 comments 21 points Most recent by J. Edgar January 13Report Missing Financial Institution
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  Merged: Wise.com

  Closed odrocs 1 view 0 comments 1 point Started by odrocs January 13 Report Missing Financial Institution
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  9

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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 481 views 16 comments 9 points Most recent by odrocs January 13Report Missing Financial Institution
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  Merged: Kelly Blue Book Vehicle Prices

  Closed odrocs 1 view 0 comments 1 point Most recent by RobWilk January 13Report Missing Financial Institution
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  17
  Automatic Car Value Tracking

  Completed barryh 4.1K views 89 comments 17 points Most recent by RobWilk January 13Feature Requests
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  16

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  Please add Earnest Loans

  In Review mmacapagal 511 views 29 comments 16 points Most recent by odrocs January 13Report Missing Financial Institution
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  Mileage Tracker for QBP: Share your feedback here!

  Closed Coach Natalie 494 views 32 comments 0 points Most recent by Coach Natalie January 13Feedback
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  MasterPlan Retirement Planning - request-body-field error/ FDP-101 (edited)

  Likeak 174 views 20 comments 0 points Most recent by Coach Jon January 13Adding and Updating Accounts
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  Maryland 529 Accounts Not Syncing Due to Unsupported New Aggregator Authentication (FDP-103)

  Frazzle Dazzle 105 views 14 comments 1 point Most recent by Coach Jon January 13Adding and Updating Accounts
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  [ONGOING] 12/30/25: Grand Bank-Tulsa OK - "invalid_client" error

  Coach Natalie 11 views 1 comment 0 points Most recent by Coach Jon January 13Current Online Banking Issues
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  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ TiggerTrainer 21 views 1 comment 0 points Most recent by SRC54 January 13Categories and Tags
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  Discover Migration

  Announcement Closed Coach Natalie 118 views 0 comments 0 points Started by Coach Natalie January 13 Announcements
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  Why do I see $100 as the recurring salary amounts (edited)

  Fayfay 11 views 2 comments 0 points Most recent by EL1234 January 13Bills and Income
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  Merged: Ability to have more than 1 space without requiring "Business & Personal"

  Closed Jim G 1 view 0 comments 1 point Started by Jim G January 12 Feature Requests
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  37

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  Ability to have multiple spaces/datasets (edited)

  Active Zach.A 651 views 3 comments 37 points Most recent by Jim G January 12Feature Requests
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  2

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  Ability to create a Transaction Rule to not modify the payee name sent by the bank (edited)

  js100 21 views 1 comment 2 points Most recent by EL1234 January 12Feature Requests
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Nancy Roberts 102 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  Linking to Recurring Transaction Does Not Update Payee & Category

  bcrossman 92 views 12 comments 0 points Most recent by Coach Natalie January 12Report a Bug
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  Merged: "Link to existing recurring" does not automatically update the payee and category

  Closed rise 1 view 0 comments 0 points Started by rise January 12 Report a Bug
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  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  scotte 41 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
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  Elevations Care Code FDP-7500

  System 11 views 2 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  subiemat 51 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Merged: Target Circle card - transactions not downloading (edited)

  Closed elvisize 1 view 0 comments 0 points Started by elvisize January 12 Adding and Updating Accounts
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  Thrivent Financial error code FDP-101

  mglam2304 61 views 9 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Unable to add Movement Mortgage (FDP-155)

  vipsclt 22 views 5 comments 1 point Most recent by Coach Natalie January 12Adding and Updating Accounts
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  [ONGOING] 12/29/25: Empower Retirement returns an FDP-6000 error

  Coach Natalie 405 views 1 comment 5 points Most recent by Coach Natalie January 12Current Online Banking Issues
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  Web version does not have a "Add a fixed date" button on recurring multiple dates screen

  sbennet1 31 views 6 comments 0 points Most recent by DryHeat January 12Report a Bug