Recent Discussions

Discussion List

• 
  5

  Up Down
  Add a Savings Goal Journal (edited)

  Active Hover2mach 11 views 1 comment 5 points Most recent by DryHeat January 12Feature Requests
• 
  3

  Up Down
  Contribute to Savings Goals Notification - Exclude Future Goals (edited)

  Active Hover2mach 11 views 1 comment 3 points Most recent by Hover2mach January 12Feature Requests
• 
  Merged: Savings Goals Sort

  Closed Hover2mach 1 view 0 comments 1 point Started by Hover2mach January 12 Feature Requests
• 
  68

  Up Down
  Ability to Rearrange or Sort Savings Goals (edited)

  Active ccrawford 564 views 30 comments 68 points Most recent by Hover2mach January 12Feature Requests
• 
  5

  Up Down
  Ability to add notes to Savings Goals (edited)

  Active Hover2mach 1 view 0 comments 5 points Started by Hover2mach January 12 Feature Requests
• 
  Huntington FDP-105

  botjnilt 51 views 4 comments 0 points Most recent by botjnilt January 12Adding and Updating Accounts
• 
  Bill is being skipped

  Jhinkk 31 views 4 comments 0 points Most recent by Jhinkk January 12Bills and Income
• 
  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Mango2024 31 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions
• 
  Can new options be added to the Industry selection list?

  Randolph 11 views 1 comment 0 points Most recent by Coach Kristina January 11Managing Businesses
• 
  Help setting up new categories and subcategories (edited)

  Answered ✓ jmhull67 42 views 3 comments 0 points Most recent by sbennet1 January 11Categories and Tags
• 
  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Simplera 102 views 15 comments 0 points Most recent by Coach Kristina January 11Adding and Updating Accounts
• 
  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 11Adding and Updating Accounts
• 
  EQ Bank - Error FDP-187

  donnajean 42 views 3 comments 0 points Most recent by donnajean January 11Adding and Updating Accounts
• 
  Merged: Payment Submitted Indicator

  Closed mamerica 1 view 0 comments 1 point Most recent by RobWilk January 11Feature Requests
• 
  Honda Financial Services hitting FDP 105 Error when trying to login

  gkonidal 51 views 3 comments 1 point Most recent by Eran Young January 11Adding and Updating Accounts
• 
  Projected Cash Flow is inaccurate

  Joe M 22 views 1 comment 0 points Most recent by RobWilk January 11Projected Cash Flow
• 
  Can I create a recurring bill that includes splits?

  Answered ✓ tillymama 23 views 1 comment 0 points Most recent by EL1234 January 11Bills and Income
• 
  Unable to add Ohio Advantage 529 -FDP-103

  vipsclt 11 views 2 comments 0 points Most recent by vipsclt January 10Adding and Updating Accounts
• 
  Add new Investment Account CalSavers Traditional and Roth IRA

  steph5471 11 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts
• 
  Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited)

  theotherjay 353 views 28 comments 1 point Most recent by Smile and Dance January 10Investments
• 
  Spending Plan - Adjusting for Paycheck Coming in prior month

  fantasmic 21 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
• 
  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Started by sbennet1 January 9 Feature Requests
• 
  26

  Up Down
  Ability to Filter Transactions by an Amount Range (edited)

  Active Money Manager 112 views 8 comments 26 points Most recent by sbennet1 January 9Feature Requests
• 
  Merged: Investor 360

  Closed Tabbykat 403 1 view 0 comments 1 point Started by Tabbykat 403 January 9 Report Missing Financial Institution
• 
  In expense report, why are subcategories not grouped with their main category?

  Midwest867 42 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
• 
  UAS Connect Account connecting but showing $0 balance

  mscemcee 41 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
• 
  Web Release 4.89.0

  Closed Coach Natalie 241 views 0 comments 1 point Started by Coach Natalie January 9 Updates From the Product Team
• 
  4

  Up Down
  Ability to optimize number display - Round off decimals, Abbreviate large numbers (edited)

  Active DR1234 31 views 5 comments 4 points Most recent by DR1234 January 9Feature Requests
• 
  34

  Up Down
  Add Labels to Flags

  Active Flopbot 293 views 20 comments 34 points Most recent by Dick_Davis January 9Feature Requests
• 
  Should I make Valic/AIG Accounts Manual? How do I update the value manually? (edited)

  Answered ✓ N4KHQ 51 views 8 comments 0 points Most recent by N4KHQ January 8Adding and Updating Accounts