Recent Discussions

Discussion List

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  Edit Layout of invoice

  Closed WittWMG 25 views 2 comments 2 points Most recent by Coach Natalie February 10Feedback
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  Add Investor 360

  Closed mikewest 31 views 2 comments 0 points Most recent by mikewest February 10Adding and Updating Accounts
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  PHH Mortgage $0 Loan Balance (edited)

  Closed Duke0486 164 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  Milliman Benefits Not Connecting - FDP-101 (edited)

  Closed lodenic 72 views 7 comments 0 points Most recent by lodenic February 9Adding and Updating Accounts
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  Editing the date on one side of a linked transaction is affecting the other side

  Closed ejs 67 views 9 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered ✓ Closed dc2psguy 36 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts
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  Error FDP-7500 FirstBank

  Closed Acleo 20 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  Closed eecalo 19 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Payment showing as a +

  Closed Tami07 27 views 5 comments 0 points Most recent by Coach Jon February 9Managing Your Transactions
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  Unable to link to KBB car values still $0

  Closed whyme 55 views 8 comments 0 points Most recent by Coach Jon February 9Report a Bug
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  Some active goals show up in my spending plan as having $0 monthly contributions (edited)

  Closed Jerrod 158 views 12 comments 0 points Most recent by Coach Jon February 9Report a Bug
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  Human Interest 401k

  Closed Phtrump 30 views 3 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Maryland 529 Accounts Not Syncing Due to Unsupported New Aggregator Authentication (FDP-103)

  Closed Frazzle Dazzle 131 views 17 comments 1 point Most recent by Coach Jon February 9Adding and Updating Accounts
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  Alliance Benefit Group FDP-103 error

  Closed System 8 views 4 comments 0 points Most recent by Coach Natalie February 9Adding and Updating Accounts
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  Ability to use more than one account for Recurring Series (edited)

  20THOR18 33 views 3 comments 1 point Most recent by Coach Natalie February 9Feature Requests
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  Requesting followup on bug

  Closed N4KHQ 29 views 3 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  [ONGOING] 1/26/26: MyCardStatement returns FDP-102 error

  Coach Jon 118 views 1 comment 0 points Most recent by Coach Natalie February 9Current Online Banking Issues
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  Importing History

  Answered ✓ Closed lynchbro 46 views 3 comments 0 points Most recent by Coach Kristina February 8Adding and Updating Accounts
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  Transactions Question

  Answered ✓ Closed lynchbro 18 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 23 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Add a Check # field to the Create Transaction window (edited)

  dbuelke 51 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  9

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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 70 views 4 comments 9 points Most recent by sbennet1 February 8Feature Requests
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 45 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  3

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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 25 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 495 views 17 comments 9 points Most recent by rlorcro February 7Report Missing Financial Institution or Biller
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  Merged: Bilt Rewards Cards (Issued by Column N.A.; Serviced by Cardless Inc.)

  Closed alamantia87 106 views 0 comments 18 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  No PayPal transactions have downloaded since October

  Closed System 24 views 4 comments 0 points Most recent by Coach Kristina February 7Adding and Updating Accounts
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  Merged: Support for Bilt 2.0

  Closed ai4839 101 views 0 comments 21 points Most recent by JP30 February 7Report Missing Financial Institution or Biller
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  How can I make Quicken automatically put transactions in the right category?

  Closed euphonia 56 views 5 comments 0 points Most recent by DryHeat February 7Managing Your Transactions
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  FRGXX share price incorrect

  Closed disc2120 64 views 8 comments 0 points Most recent by SRC54 February 6Report a Bug