Recent Discussions

Discussion List

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  Acorns - Care Code: FDP-530

  Closed JoshCampbell 517 views 13 comments 1 point Most recent by Ant-Money October 2024Adding and Updating Accounts
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 39 views 1 comment 4 points Most recent by Pantherino October 2024Feature Requests
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  Fidelity Credit card is showing positive balance instead of the Negative balance (edited)

  Closed anusuya 1.3K views 50 comments 4 points Most recent by whyme October 2024Adding and Updating Accounts
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  Merged: Indicate amount allocated to savings goal in cash flow graph

  Closed racheltavara 5 views 0 comments 1 point Started by racheltavara October 2024 Feature Requests
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  Equitable Life Insurance connection issue FDP-101 (edited)

  Closed JoenKim 26 views 1 comment 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  [ONGOING] 10/9/24: MasterPlan - Retirement Planning & Securian Retd. Center returning a 101 error

  Coach Natalie 164 views 1 comment 1 point Most recent by Coach Natalie October 2024Current Online Banking Issues
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  Set up recurring transaction on a cash account

  Answered ✓ Closed MishaM 41 views 4 comments 0 points Most recent by SRC54 October 2024Managing Your Transactions
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  Web Release 4.30.0

  Closed Coach Natalie 572 views 0 comments 4 points Started by Coach Natalie October 2024 Updates From the Product Team
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  Bank of Hawaii returns FDP-107 Error

  Closed makapuu 116 views 4 comments 0 points Most recent by makapuu October 2024Adding and Updating Accounts
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  Pending transactions not reflected in cash flow balance

  Closed Engaiging 70 views 7 comments 0 points Most recent by Coach Jon October 2024Troubleshooting
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  Customize columns on reports (I'd like to see "Notes" on my report transactions)

  Closed Cavein 45 views 2 comments 2 points Most recent by Cavein October 2024Using Reports
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  Amex transactions downloading to both Amex HYS accounts

  Closed System 20 views 3 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  Dillard's Store Card

  Closed MichaelW 28 views 1 comment 1 point Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  [ONGOING] 10/08/24: EQ Bank returning a 106 error

  Coach Jon 285 views 1 comment 5 points Most recent by Coach Jon October 2024Current Online Banking Issues
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 2.7K views 23 comments 45 points Most recent by UrsulaA October 2024Feature Requests
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  Merged: Helpful

  Closed BHazeltine 5 views 0 comments 1 point Most recent by DannyB October 2024Feedback
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  WPCU returning error FDP-108

  Closed Engaiging 63 views 7 comments 0 points Most recent by Engaiging October 2024Adding and Updating Accounts
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  Discover Bank, Security Service Federal Credit FDP-103 (edited)

  Closed cgoneal 25 views 2 comments 0 points Most recent by cgoneal October 2024Adding and Updating Accounts
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  [ONGOING] 10/7/24: California Coast Credit Union returns a 107 error

  Coach Natalie 339 views 1 comment 0 points Most recent by Coach Natalie October 2024Current Online Banking Issues
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  Ability to Share Reports (edited)

  Active Matt C 88 views 7 comments 8 points Most recent by SRC54 October 2024Feature Requests
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  11

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  Investment Tab Upgrades

  Active adizzlefoto 146 views 9 comments 11 points Most recent by DPLowsley October 2024Feature Requests
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  How do I setup recurring transfer for cash flow of involved accounts

  Answered ✓ Closed MattB 73 views 3 comments 0 points Most recent by SRC54 October 2024Projected Cash Flow
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  Coming from another budgeting program

  Closed enigmon 120 views 11 comments 1 point Most recent by Coach Kristina October 2024Introduce yourself!
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  Ability to suppress or dismiss online banking issue notifications/icons (edited) (edited)

  Active SRC54 82 views 9 comments 12 points Most recent by Flopbot October 2024Feature Requests
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  Hancock Whitney Bank FDP-105 (edited)

  Closed Knf423 45 views 3 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  Noticed the URL changed

  Closed RobWilk 35 views 5 comments 0 points Most recent by DannyB October 2024Using the Community
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  Auto-Split transactions by Percentage, Auto-Tag transactions, and Tag-Based P&L

  Closed techdan 26 views 1 comment 2 points Most recent by Coach Natalie October 2024Feedback
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  LPL connection issues FDP 101 again

  Closed DomB 100 views 3 comments 0 points Most recent by System October 2024Adding and Updating Accounts
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  Merged: 101 error with LPL Financial

  Closed System 6 views 0 comments 0 points Most recent by DomB October 2024Adding and Updating Accounts
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  Fdp 105 with Columbia Threadneedle (edited)

  Closed Brant Davison 30 views 7 comments 0 points Most recent by Brant Davison October 2024Adding and Updating Accounts