Recent Discussions

Discussion List

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  Midland National Annuity FDP-108 error (edited)

  knphoenix16 91 views 11 comments 0 points Most recent by PJLmoney October 8Adding and Updating Accounts
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  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Active Bread01 290 views 19 comments 12 points Most recent by Bread01 October 8Feature Requests
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  5

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  Net Worth Report: Add Daily Breakdown to the 3+ month views (edited)

  Active Stickboy 64 views 3 comments 5 points Most recent by tcr000 October 7Feature Requests
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  California Coast Credit Union FDP-107 error (edited)

  Closed surfnsocal 40 views 1 comment 1 point Most recent by Coach Natalie October 7Adding and Updating Accounts
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  I am unable to reconnect to my Fidelity Visa account (edited)

  Closed FeliciaS 25 views 1 comment 0 points Most recent by Coach Natalie October 7Adding and Updating Accounts
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  Mobile App “top spending” does not show sub category breakdowns

  Closed wkh 47 views 6 comments 0 points Most recent by wkh October 7Report a Bug
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  PayPal Transactions are Missing

  Closed damnedxer 62 views 10 comments 0 points Most recent by Coach Natalie October 7Adding and Updating Accounts
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  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 537 views 25 comments 76 points Most recent by putty808s October 7Feature Requests
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  [ONGOING] 9/23/24: Citi Branded Credit Cards returning a 102 error

  Coach Natalie 338 views 1 comment 2 points Most recent by Coach Natalie October 7Current Online Banking Issues
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  Show Previous Month Totals on Watchlist tiles (edited)

  Active quinnwolf 96 views 5 comments 5 points Most recent by putty808s October 7Feature Requests
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  Merged: Valic/AIG intermittent login fails

  Closed System 13 views 0 comments 0 points Most recent by N4KHQ October 7Adding and Updating Accounts
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 533 views 9 comments 13 points Most recent by lldeep October 7Feature Requests
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  Bulk Move Transactions from one account to another (edited)

  Active SRC54 178 views 3 comments 10 points Most recent by SRC54 October 7Feature Requests
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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 2.7K views 69 comments 233 points Most recent by SRC54 October 7Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 85 views 5 comments 7 points Most recent by RobertoT October 7Feature Requests
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  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Active UrsulaA 243 views 14 comments 25 points Most recent by allensipe October 7Feature Requests
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  Starting to get frustrated. Are there solutions I am not aware of?

  Closed subiemat 70 views 9 comments 0 points Most recent by DannyB October 7Feedback
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  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  In Review mazar1977 1.6K views 46 comments 146 points Most recent by Jmarsh102 October 6Feature Requests
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  Provide a list of all requested financial institutions (edited)

  Active TeemSavvy 26 views 1 comment 1 point Most recent by Coach Kristina October 6Report Missing Financial Institution
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  CITI connection still not working

  Closed captainkeithy 37 views 2 comments 0 points Most recent by Coach Kristina October 6Adding and Updating Accounts
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  Manually added transactions are not saving

  Closed jmatty2000 13 views 1 comment 0 points Most recent by SRC54 October 6Report a Bug
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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 221 views 13 comments 12 points Most recent by wkh October 6Feature Requests
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  Ability to optimize number display - Round off decimals, Abbreviate large numbers (edited)

  Active DR1234 10 views 0 comments -1 point Started by DR1234 October 5 Feature Requests
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  Searching for a certain tag doesn't show a sum total (edited)

  Closed andyqq99 25 views 6 comments 0 points Most recent by SRC54 October 5Managing Your Transactions
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  Creating Rules at the Report Level?

  Closed andyqq99 44 views 6 comments 0 points Most recent by SRC54 October 5Managing Your Transactions
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  Starbucks gift card FDP-155

  Closed RobWilk 72 views 14 comments 0 points Most recent by RobWilk October 5Adding and Updating Accounts
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  How do you categorize

  Closed Flopbot 159 views 13 comments 1 point Most recent by DannyB October 5Categories and Tags
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  Recent Spending includes Income categories

  simpli_struggle 136 views 21 comments 0 points Most recent by Coach Natalie October 4Report a Bug
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  resolving technical issues - who's responsibility it is?

  Closed alekiac 38 views 4 comments 2 points Most recent by Coach Natalie October 4Feedback
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  Principal Financial

  In Review System 1K views 32 comments 14 points Most recent by Walter October 4Report Missing Financial Institution