Recent Discussions

Discussion List

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  SEI Client Connect FDP-101 (edited)

  Closed davidcwalls 78 views 6 comments 0 points Most recent by davidcwalls May 24Adding and Updating Accounts
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  1:1 map a Savings Goal to an account (edited)

  Active timmyc123 268 views 11 comments 24 points Most recent by Amanza May 24Feature Requests
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  Florida Prepaid College Plan no longer connecting (FDP-101)

  rp343 1.3K views 60 comments 1 point Most recent by Coach Laura May 24Adding and Updating Accounts
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  Merged: Classification of linked accounts - increased flexibility

  Closed FI-RE_Texas 11 views 0 comments 1 point Most recent by Coach Kristina May 24Feature Requests
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  Account Reconciliation Mandatory for Planning

  Closed Ron Goldfuss 22 views 1 comment 0 points Most recent by Coach Laura May 24Feedback
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  8
  Ability to search by check # (edited)

  Closed EL1234 102 views 8 comments 8 points Most recent by EL1234 May 24Feature Requests
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  Merged: Goal transfer

  Closed CS1234 11 views 0 comments 1 point Started by CS1234 May 24 Feature Requests
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  Add feature to transfer funds from one goal to another

  Active LtDan1912 44 views 4 comments 15 points Most recent by CS1234 May 24Feature Requests
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  Merged: Goal calendar feature

  Closed CS1234 11 views 0 comments 1 point Started by CS1234 May 24 Feature Requests
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  Merged: Goal withdrawal over time dates

  Closed CS1234 11 views 0 comments 1 point Started by CS1234 May 24 Feature Requests
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  Ability to See and Edit Savings Goal Contributions and Withdraws [edited] (1 Merged Vote)

  Active JTerbeek 654 views 17 comments 81 points Most recent by CS1234 May 24Feature Requests
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  Closed neon45 407 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  LiveOak Bank FDP-103 (edited)

  Closed REO_Swedewagen 61 views 5 comments 1 point Most recent by REO_Swedewagen May 23Adding and Updating Accounts
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  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 42 views 2 comments 5 points Most recent by AndyM! AndyM! May 23Feature Requests
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  Watchlists broken -- always show $0 -- anyone else?

  Closed ejs 34 views 2 comments 0 points Most recent by Coach Kristina May 23Report a Bug
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  6

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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 53 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests
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  Allow users to limit the transactions downloaded when linking an account

  Closed DryHeat 37 views 2 comments 1 point Most recent by DryHeat May 22Adding and Updating Accounts
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  Frost Bank FDP-101

  Closed Marshall01 13 views 1 comment 0 points Most recent by Coach Natalie May 22Adding and Updating Accounts
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  5
  The transactions search bar should be an AND operation

  Completed Closed orad 41 views 4 comments 5 points Most recent by Coach Natalie May 22Feature Requests
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  6
  Ability to search for split amounts in transactions (edited)

  Completed Closed EL1234 44 views 3 comments 6 points Most recent by Coach Natalie May 22Feature Requests
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  Transfers not properly linking

  Closed MattB314 23 views 3 comments 0 points Most recent by MattB314 May 22Troubleshooting
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  Unable to connect to Wescom Financial (edited)

  Closed REO_Swedewagen 24 views 3 comments 1 point Most recent by Coach Natalie May 22Adding and Updating Accounts
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  Exclusion settings for splits are not actually excluding from the spending plan & watchlist (edited)

  Closed Jean Velazquez 266 views 22 comments 0 points Most recent by Coach Jon May 22Report a Bug
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  Merged: Quicken Assist Chat: Categorising 'Uncategorize' items in Splits

  Closed Earth Saras 11 views 0 comments 1 point Most recent by SRC54 May 22Feedback
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  Merged: Live Oak Bank FDP-103 error

  Closed System 1 view 0 comments 0 points Most recent by REO_Swedewagen May 22Adding and Updating Accounts
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  Citibank won’t connect FDP-105

  Closed SgtB 68 views 2 comments 0 points Most recent by SgtB May 22Adding and Updating Accounts
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  Ability to set a Time Zone (edited)

  Active Earth Saras 44 views 4 comments 2 points Most recent by Earth Saras May 22Feature Requests
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  JP Morgan Vestwell

  Active Ditch 23 views 0 comments 3 points Started by Ditch May 21 Report Missing Financial Institution or Biller
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  Merged: Inspira Financial 401(k) Rollover IRA Connection

  Closed Ditch 1 view 0 comments 1 point Started by Ditch May 21 Report Missing Financial Institution or Biller
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  Missing Financial Institution: Inspira Financial (formerly PayFlex)

  Active jmille22 434 views 10 comments 11 points Most recent by Ditch May 21Report Missing Financial Institution or Biller