Recent Discussions

Discussion List

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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 1.8K views 81 comments 20 points Most recent by samkl October 17Report Missing Financial Institution
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  Save a link to a Report (edited)

  Closed jdreddaway 10 views 1 comment 0 points Most recent by Coach Jon October 16Feedback
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  Monthly Recurring Visa Payoff - Amount varies each month

  Closed VermillionSands 43 views 3 comments 0 points Most recent by VermillionSands October 16Bills and Income
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  Import from credit card company gives positive and negative matching transactions

  Closed lsitongia 27 views 2 comments 0 points Most recent by lsitongia October 16Troubleshooting
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  Manually Tracking Crypto

  Answered ✓ Closed anold 47 views 3 comments 0 points Most recent by Coach Natalie October 16Investments
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  Mobile Release 5.15.0

  Closed Coach Natalie 278 views 0 comments 1 point Started by Coach Natalie October 16 Updates From the Product Team
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  Adding splits to recurring income

  Closed Nicki 37 views 4 comments 0 points Most recent by Nicki October 16Managing Your Transactions
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  Income statement by month

  Closed Nicki 20 views 1 comment 0 points Most recent by Coach Jon October 16Using Reports
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  39

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  More detailed CSV imports (categories, description, notes) [edited]

  Active corefi 602 views 20 comments 39 points Most recent by MikeBot October 16Feature Requests
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  Mission Federal Credit Union Care Code FDP-102

  Closed PTHerv 19 views 1 comment 0 points Most recent by Coach Jon October 16Adding and Updating Accounts
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  69

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  Ability to sort or rearrange Planned Spending/Spending Plan items (edited)

  Active JTerbeek 896 views 34 comments 69 points Most recent by Kermit October 16Feature Requests
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  [ONGOING] 10/02/24: Twinstar Credit Union returning a 530 error

  Coach Jon 218 views 1 comment 1 point Most recent by Coach Jon October 16Current Online Banking Issues
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  [ONGOING] 10/02/24: Reminders carousel is missing or blank in the Transaction View

  Coach Jon 102 views 1 comment 1 point Most recent by Coach Jon October 16Known Product Issues
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  Ability to budget for Bills in installments in the Spending Plan (edited)

  Active Amanda Young 46 views 2 comments 5 points Most recent by Coach Natalie October 16Feature Requests
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  No transactions and zero balance with Washington State DRS

  Closed System 13 views 2 comments 0 points Most recent by Coach Natalie October 16Adding and Updating Accounts
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  The Education Plan FDP-102 error

  Closed System 84 views 15 comments 0 points Most recent by Coach Natalie October 16Adding and Updating Accounts
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  Planned Spending Transactions Not Adding Up

  Closed VermillionSands 69 views 11 comments 0 points Most recent by DannyB October 16Using the Spending Plan
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  Fundrise FDP-530 Connection Error

  Closed anold 20 views 2 comments 0 points Most recent by anold October 16Adding and Updating Accounts
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  Vanguard FDP-105

  Closed ps56k 13 views 1 comment 0 points Most recent by Coach Jon October 15Adding and Updating Accounts
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  $0 balance and no holdings with TreasuryDirect (edited)

  Closed Palavis 583 views 18 comments 0 points Most recent by Coach Natalie October 15Investments
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  Credit Score Verification Text Link Doesn't Hyperlink

  Closed jcody21 11 views 1 comment 0 points Most recent by Coach Jon October 15Report a Bug
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  Profile username change

  Closed SuperBlooper 16 views 1 comment 1 point Most recent by Coach Jon October 15Feedback
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  263

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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 3.8K views 112 comments 263 points Most recent by CR Fort Nine October 15Feature Requests
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  T Rowe Price

  Closed lwyman 28 views 1 comment 0 points Most recent by Coach Jon October 15Adding and Updating Accounts
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  Flourish

  Active Duke0486 10 views 0 comments 1 point Started by Duke0486 October 15 Report Missing Financial Institution
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  Web Release 4.29.0

  Closed Coach Natalie 332 views 0 comments 2 points Started by Coach Natalie October 15 Updates From the Product Team
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  Amount sign reversal on transactions With Interactive Brokers

  RockLee 81 views 14 comments 0 points Most recent by Coach Natalie October 15Adding and Updating Accounts
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  [ONGOING] 10/1/24: Midland National Annuity returns a 106 error

  Coach Natalie 23 views 1 comment 0 points Most recent by Coach Natalie October 15Current Online Banking Issues
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  [ONGOING] 10/1/24: VyStar Credit Union returning a 106 error

  Coach Natalie 123 views 1 comment 0 points Most recent by Coach Natalie October 15Current Online Banking Issues
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  Spending Plan adding new accounts won’t save and shows error

  Closed K Alger 8 views 1 comment 0 points Most recent by SRC54 October 15Report a Bug