Recent Discussions

Discussion List

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  OneAmerica

  In Review jarot540 374 views 17 comments 5 points Most recent by Xarkon December 2024Report Missing Financial Institution
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  Fidelity accounts wont reconnect - have to create brand new connections

  Closed admarkowitz 36 views 1 comment 0 points Most recent by admarkowitz December 2024Adding and Updating Accounts
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  Bug - transactionRules pasting payee name removes last word

  Closed Randy1234 26 views 3 comments 0 points Most recent by Coach Natalie December 2024Report a Bug
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  Weird Bank Behavior

  Closed SRC54 41 views 6 comments 1 point Most recent by SRC54 December 2024The Water Cooler
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  Annual Budget

  Closed pboze 42 views 3 comments 0 points Most recent by UrsulaA December 2024Feedback
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  Gesa Credit union connecting but not updating transactions

  Closed Bill G 96 views 3 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  split transaction with positive and negative numbers

  Closed Woppel 29 views 4 comments 1 point Most recent by UrsulaA December 2024Troubleshooting
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  Unknown/NA tags previously removed still show in reports and transaction activity (edited)

  UrsulaA 241 views 38 comments 0 points Most recent by Coach Natalie December 2024Report a Bug
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  More detailed CSV imports (categories, description, notes) [edited]

  Active corefi 646 views 21 comments 40 points Most recent by UrsulaA December 2024Feature Requests
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  Unable to connect to Schools First FCU due to FDP-103 error (edited)

  Closed PTHerv 224 views 9 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Northwestern Mutual Life Insurance

  In Review todd1 2.8K views 67 comments 109 points Most recent by ogl December 2024Report Missing Financial Institution
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  Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

  Active purdnost 1K views 34 comments 65 points Most recent by bhowe December 2024Feature Requests
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  Guaranteed Rate Mortgage

  Active jstraw 35 views 2 comments 5 points Most recent by abcdef December 2024Report Missing Financial Institution
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  Spending against a goal should not impact the Spending Plan

  Closed wmanzer 34 views 1 comment 2 points Most recent by Coach Kristina December 2024Feedback
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  Goals that are completed reappear in the next month's Spending Plan

  Closed wmanzer 19 views 1 comment 0 points Most recent by Coach Kristina December 2024Report a Bug
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 263 views 15 comments 26 points Most recent by KP_9 December 2024Feature Requests
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  Help center link not working in macOS Safari

  Closed wmanzer 12 views 1 comment 0 points Most recent by Coach Kristina December 2024Report a Bug
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  E*Trade Connection Issue

  Closed aef 13 views 1 comment 0 points Most recent by Coach Kristina December 2024Adding and Updating Accounts
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  Erroneous MFA options presented for Space Coast CU

  Closed System 46 views 4 comments 0 points Most recent by jp2 December 2024Adding and Updating Accounts
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  Cannot modify a recurring charge

  Closed sygyzy 49 views 5 comments 0 points Most recent by BK18 December 2024Report a Bug
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  Bright Start Savings - for investors NOT advisors

  In Review bowgy4 1.9K views 82 comments 20 points Most recent by bowgy4 December 2024Report Missing Financial Institution
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  Action Sort - Dates out of Sequence

  Closed neon45 58 views 7 comments 0 points Most recent by neon45 December 2024Managing Your Transactions
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  What’s the point??

  Closed krmjo 165 views 13 comments 0 points Most recent by Coach Kristina November 2024Feedback
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  One Click Recurring Manual Transactions…

  Closed IgnacioRG 31 views 3 comments 1 point Most recent by IgnacioRG November 2024Feedback
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  Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)

  Active cwebbs60 684 views 34 comments 19 points Most recent by IgnacioRG November 2024Feature Requests
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  Multifactor Authentication Bug - Connects To Bank Before Confirming and Locks Out Account!!

  Closed Team Tappin 44 views 6 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
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  HTML tags rendered as plain text on the Fin intro screen

  Closed PhilG 17 views 2 comments 1 point Most recent by Coach Natalie November 2024Report a Bug
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  Merged: Permanent "Transfer Money" banner

  Closed RockLee 10 views 0 comments 2 points Most recent by SRC54 November 2024Feedback
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  HSA Bank 2FA sends a code without asking if I need a refresh

  Closed Bgz 45 views 6 comments 0 points Most recent by Bgz November 2024Adding and Updating Accounts
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  Handling investment values for broken links

  Answered ✓ Closed lwyman 46 views 2 comments 0 points Most recent by lwyman November 2024Investments