Recent Discussions

Discussion List

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  Why do the date filters for Last 3 months and Last 6 months return values to date?

  Answered Super D 31 views 8 comments 0 points Most recent by Super D July 5Feedback
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  request-body-field-unsupported error with LPL Financial (edited)

  DingoBoy 41 views 5 comments 0 points Most recent by DingoBoy July 4Adding and Updating Accounts
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  FDP-103 error with TSP account. (edited)

  User123484u 68 views 16 comments 1 point Most recent by User123484u July 4Adding and Updating Accounts
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  Ability to Archive Tags

  Active Mergim 64 views 7 comments 9 points Most recent by SRC54 July 4Feature Requests
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  Transactions in liability accounts not included in reports (edited)

  stevel0821 55 views 12 comments 0 points Most recent by SRC54 July 4Troubleshooting
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  Ally Bank not linking Care Code: FDP-103

  jacobhixson 85 views 12 comments 0 points Most recent by ekg July 4Adding and Updating Accounts
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  Ability to Add Apple Wallet Accounts from Other iPhones (edited)

  Active csolutions 17 views 2 comments 4 points Most recent by Jenny T July 4Feature Requests
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  4

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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 33 views 5 comments 4 points Most recent by Jenny T July 4Feature Requests
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  Shareworks by Morgan Stanley - Solium

  In Review ajkamel44 1.5K views 19 comments 15 points Most recent by Nitnelion July 3Report Missing Financial Institution
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  Add Thrivepass to supported banks

  Active scottiegee 2 views 1 comment 2 points Most recent by ammmze July 3Report Missing Financial Institution
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  Merged: potential bug, can't select washington DC as state for transfer verification.

  Closed dcleck 1 view 0 comments 0 points Started by dcleck July 3 Using Transfers
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  Truist not connecting CC-502 (edited)

  jjaarons 11 views 1 comment 0 points Most recent by Coach Jon July 3Adding and Updating Accounts
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  Manulife One - "We are unable to connect to Manulife Bank of Canada at this time" FDP-187 (edited)

  Chuck Van Kempen 11 views 3 comments 0 points Most recent by Coach Jon July 3Adding and Updating Accounts
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  Category for "Credit Card Payment"

  fnums 64 views 11 comments 0 points Most recent by DryHeat July 3Managing Your Transactions
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  Using Transaction Activity SEARCH

  neon45 54 views 8 comments 0 points Most recent by Coach Jon July 3Investments
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  FDP-103 for Human Interest 401k

  danz740 64 views 17 comments 0 points Most recent by Coach Jon July 3Adding and Updating Accounts
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  Incorrect Fidelity transaction description (incorrectly named "Check")

  ejs 11 views 3 comments 0 points Most recent by Coach Jon July 3Adding and Updating Accounts
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  Apple Wallet integration in a Household

  Beethoven94 31 views 8 comments 1 point Most recent by Coach Jon July 3Adding and Updating Accounts
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  PayPal Cashback Matercard (FDP - 109)

  Pchamb1998 3 views 1 comment 0 points Most recent by Coach Natalie July 3Adding and Updating Accounts
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  Ascensus - RPLink not connecting, Care Code: QCS-0429-2 (edited)

  ahart6 3 views 1 comment 0 points Most recent by Coach Natalie July 3Adding and Updating Accounts
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  Missing accounts with AIG Retirement - My Streetscape (edited)

  rscotton 64 views 15 comments 0 points Most recent by rscotton July 3Adding and Updating Accounts
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  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 714 views 17 comments 38 points Most recent by spoofhopper July 3Feature Requests
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  Axos Bank connection for personal accounts

  JimR 1 view 1 comment 1 point Most recent by Coach Natalie July 3Adding and Updating Accounts
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  Spending plan changes reverting to older values

  Jacktheripper 12 views 1 comment 0 points Most recent by SRC54 July 3Troubleshooting
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  Please add PC Financial

  Active kangman 12 views 2 comments 2 points Most recent by Kimtex123 July 3Report Missing Financial Institution
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  Accounts at TD Bank with separate login credentials being lumped together

  ejs 114 views 24 comments 0 points Most recent by Coach Natalie July 3Adding and Updating Accounts
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  Payments/Deposits in Investment Accounts

  RTK 17 views 2 comments 0 points Most recent by SRC54 July 3Feedback
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  How to identify a subscription

  N4KHQ 83 views 15 comments 1 point Most recent by N4KHQ July 3Bills and Income
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  Ability to choose which transaction data to keep when merging transactions (edited)

  Active RobWilk 71 views 8 comments 5 points Most recent by egal July 3Feature Requests
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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 211 views 10 comments 1 point Most recent by EL1234 July 3Feature Requests