Recent Discussions

Discussion List

• 
  8

  Up Down
  Ability to bulk edit the 'Type' for Investment Transactions (edited)

  Active nothin7 55 views 4 comments 8 points Most recent by neon45 October 11Feature Requests
• 
  Spent Tile Should Show Reviewed Status of Each Transaction

  Closed tcr000 8 views 1 comment 0 points Most recent by Coach Jon October 10Feedback
• 
  4

  Up Down
  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 69 views 5 comments 4 points Most recent by DannyB October 10Feature Requests
• 
  Union Savings & Loan Association failing to connect: Care code: FDP-102

  Closed KB2014 18 views 2 comments 0 points Most recent by KB2014 October 10Adding and Updating Accounts
• 
  30

  Up
  Add support for BILT Rewards Mastercard

  Active 7brian 943 views 20 comments 30 points Most recent by docquantum October 10Report Missing Financial Institution
• 
  The never ending refresh

  Closed RobWilk 82 views 12 comments 0 points Most recent by RobWilk October 10Report a Bug
• 
  Graph button on Reports->Net Income page cases a blank graph

  Closed RockLee 29 views 4 comments 0 points Most recent by UrsulaA October 10Report a Bug
• 
  Investments>Portfolio Symbol cut off if longer than 4 characters

  Closed UrsulaA 30 views 3 comments 0 points Most recent by UrsulaA October 10Report a Bug
• 
  Net Worth Report dates

  Closed lwyman 32 views 4 comments 0 points Most recent by UrsulaA October 10Report a Bug
• 
  34

  Up Down
  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 426 views 17 comments 34 points Most recent by mudyser October 9Feature Requests
• 
  Valic/AIG broken again

  Closed N4KHQ 117 views 20 comments 0 points Most recent by N4KHQ October 9Adding and Updating Accounts
• 
  Web Release 4.28.0

  Closed Coach Natalie 335 views 0 comments 1 point Started by Coach Natalie October 9 Updates From the Product Team
• 
  The Standard 401k connection not working FDP-101 error (edited)

  Closed vollmas 46 views 3 comments 0 points Most recent by Coach Jon October 9Adding and Updating Accounts
• 
  Unable to synchronize two user accounts from the same institution

  Closed RFC793 113 views 17 comments 1 point Most recent by RFC793 October 9Adding and Updating Accounts
• 
  5

  Up Down
  Ability to crop and edit Attachments on the Mobile App (edited)

  Active bowgy4 58 views 3 comments 5 points Most recent by Coach Natalie October 9Feature Requests
• 
  Newport Group - FDP-102 error

  Closed System 51 views 10 comments 0 points Most recent by alkaboy October 9Adding and Updating Accounts
• 
  2

  Up
  Maine University Credit Union

  Active jk8720 8 views 0 comments 2 points Started by jk8720 October 8 Report Missing Financial Institution
• 
  Merged: Split Transactions

  Closed bbertchie 4 views 0 comments 1 point Started by bbertchie October 8 Feature Requests
• 
  1

  Up
  Add First Federal Bank of Kansas City (edited)

  Active vetteman82 24 views 3 comments 1 point Most recent by vetteman82 October 8Report Missing Financial Institution
• 
  Merged: Clicking Net Worth in Accounts List

  Closed tcr000 3 views 0 comments 1 point Started by tcr000 October 8 Feature Requests
• 
  5

  Up Down
  Net Worth Report Shortcut from Accounts List (edited)

  Active jsy42 51 views 1 comment 5 points Most recent by tcr000 October 8Feature Requests
• 
  3

  Up Down
  Ability to Mark Holdings as Cash in Connected Investment Accounts (edited)

  Active Jordandryce 15 views 0 comments 3 points Started by Jordandryce October 8 Feature Requests
• 
  Vystar issue

  Closed djob13 25 views 1 comment 0 points Most recent by Coach Jon October 8Adding and Updating Accounts
• 
  5

  Up Down
  Add a separate Retirement bucket to the Account Types (edited)

  Active Money Manager 53 views 3 comments 5 points Most recent by SRC54 October 8Feature Requests
• 
  [ONGOING] 09/24/24: CUNA Mutual Plan returning a 102 error

  Coach Jon 79 views 1 comment 0 points Most recent by Coach Jon October 8Current Online Banking Issues
• 
  457b Retirement Accounts

  Answered ✓ Closed RobertoT 29 views 1 comment 0 points Most recent by DannyB October 8Adding and Updating Accounts
• 
  Extremely Poor Tech Support

  Closed Rjciardo 27 views 1 comment 0 points Most recent by Coach Natalie October 8Feedback
• 
  29

  Up Down
  Ability to un-cancel/reopen an Ended Recurring Series (edited)

  Active JayT 354 views 17 comments 29 points Most recent by SRC54 October 8Feature Requests
• 
  My FNBO Direct account won't connect - FDP-106 error (edited)

  Closed srings 183 views 15 comments 2 points Most recent by tjc57 October 8Adding and Updating Accounts
• 
  Schwab Equity Award accounts are no longer being imported!

  Closed budgetj75 919 views 48 comments 2 points Most recent by budgetj75 October 8Adding and Updating Accounts