Recent Discussions

Discussion List

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  Community America Credit Union FDP-103

  Closed chiphum 308 views 19 comments 0 points Most recent by millingtron September 17Adding and Updating Accounts
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  The plus/minus dollar amount shown for holdings is for a single share, not all shares owned (edited)

  Closed LEBATO 243 views 11 comments 0 points Most recent by Coach Aldair September 16Troubleshooting
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  Mobile Release 6.37.0

  Closed Coach Natalie 175 views 0 comments 0 points Started by Coach Natalie September 16 Updates From the Product Team
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  Unable to add Cape Ann Savings Financial Advisors account

  Closed tsbernie 166 views 9 comments 0 points Most recent by tsbernie September 16Adding and Updating Accounts
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 159 views 4 comments 10 points Most recent by SmittyVA September 16Feature Requests
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  5
  Transaction Activity column selections in Reports, Watchlists, and the Spending Plan should stick

  In Progress Max1223 1.2K views 36 comments 5 points Most recent by DryHeat September 16Feature Requests
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  Ability to Link a Refund to Multiple Transactions (edited)

  Active ejr 583 views 18 comments 30 points Most recent by cloudquick September 16Feature Requests
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  "All accounts up to date" message with Chase, but no accounts are added

  Closed System 83 views 4 comments 0 points Most recent by Coach Aldair September 15Adding and Updating Accounts
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  Help with splitting a maturing CD transaction (edited)

  Closed neon45 352 views 14 comments 0 points Most recent by Coach Aldair September 15Managing Your Transactions
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  Merging CC Transactions

  Answered ✓ Closed MWA 96 views 4 comments 0 points Most recent by MWA September 15Managing Your Transactions
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  Early Access is not working for me (edited)

  Closed N4KHQ 296 views 14 comments 0 points Most recent by DryHeat September 15Troubleshooting
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  Stripe account doesn't show in the list of accounts when creating rules (edited)

  Closed SmittyVA 177 views 7 comments 0 points Most recent by Coach Aldair September 15Troubleshooting
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  Fidelity bond holdings 100x too high (edited)

  Closed vladinator 139 views 6 comments 0 points Most recent by Coach Natalie September 15Investments
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  Capital One accounts - transactions stopped downloading (edited)

  Closed 4dusty 47 views 1 comment 0 points Most recent by Coach Natalie September 15Adding and Updating Accounts
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  ONGOING 9/15/26: Comerica Bank returns an FDP-106 error

  Coach Kristina 171 views 2 comments 0 points Most recent by Coach Natalie September 15Current Online Banking Issues
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  Osaic and Equipt

  Active jimsug 964 views 39 comments 22 points Most recent by dvvndrls September 15Report Missing Financial Institution or Biller
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  Balance Sheet Historical data CRITICAL

  Closed teri651 64 views 1 comment 0 points Most recent by Coach Natalie September 14Feedback
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  Coinbase crypto holdings not reporting properly (edited)

  Closed Snipes 90 views 4 comments 0 points Most recent by Snipes September 14Adding and Updating Accounts
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  Raymond James cost basis stopped syncing on one Simplifi account

  Closed ExtraGloves 72 views 3 comments 0 points Most recent by Coach Natalie September 14Adding and Updating Accounts
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  Dead Man Switch

  Active NavyGolf 49 views 0 comments 2 points Started by NavyGolf September 14 Feature Requests
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  19

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  Ability to Download/Print the Category List with Subcategories (edited)

  Active Rick K. 774 views 12 comments 19 points Most recent by Coach Natalie September 14Feature Requests
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  Carters Credit Card (by Comenity)

  In Review fredct 552 views 5 comments 6 points Most recent by sponomarenko September 14Report Missing Financial Institution or Biller
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  Manually added credit card payments in bank account disappearing

  Closed nlinesk8s 46 views 1 comment 0 points Most recent by DryHeat September 13Troubleshooting
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  Investments Screen: Please Restore Total Market Value Change

  Closed Alpher 59 views 1 comment 0 points Most recent by Coach Aldair September 12Investments
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  Vanguard brokerage Tbill investment suddenly showing 100x true value in investments

  Closed RobI 105 views 6 comments 0 points Most recent by RobI September 12Troubleshooting
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  Watchlist time ranges should allow for recurring periods

  Active sidewalkboots 28 views 0 comments 1 point Started by sidewalkboots September 12 Feature Requests
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  Transaction Linking True Delete/Clear Needed

  Closed F4P6HR6DM 95 views 3 comments 1 point Most recent by F4P6HR6DM September 12Troubleshooting
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  Date Filter Only Allows Month by Month

  Closed F4P6HR6DM 58 views 2 comments 1 point Most recent by F4P6HR6DM September 12Troubleshooting
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  Merged: Add Categories Import/Export to CSV button

  Closed F4P6HR6DM 10 views 0 comments 1 point Started by F4P6HR6DM September 12 Feature Requests
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  Allow users to mark a month as Reviewed / Closed

  Active steveandvasi 44 views 1 comment 4 points Most recent by Flopbot September 12Feature Requests