Recent Discussions

Discussion List

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  Start from scratch??

  Answered ✓ Closed HMB21 100 views 1 comment 0 points Most recent by SRC54 June 27Troubleshooting
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  Merged: Quick delete for transactions

  Closed Big Grumpy 31 views 0 comments 3 points Most recent by SRC54 June 27Feature Requests
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  Merged: Duplicate button or option

  Closed Big Grumpy 11 views 0 comments 2 points Most recent by dsfreddy June 27Feature Requests
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  John Hancock 401(k) — Two Issues: Combined Account (Trad + Roth) & Persistent Security Alert Emails

  Closed KyleCarpenter06 61 views 1 comment 0 points Most recent by Coach Jon June 26Adding and Updating Accounts
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  Apple Shortcuts Integration

  Active pawebb 323 views 5 comments 4 points Most recent by nmcmahon1215 June 26Feature Requests
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  Morgan Stanley Cash Management Connection Issues (FDP-155)

  Closed mketner 67 views 0 comments 0 points Started by mketner June 26 Adding and Updating Accounts
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  How to manage historic transactions pulled in from linked accounts as a new user? (edited)

  Answered ✓ Closed FrameAndFinance 170 views 3 comments 0 points Most recent by Coach Jon June 25Getting Started
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  Net Worth Feature Accounts Summary: Reduced debt should show a down arrow and vice versa

  Active MishaM 51 views 1 comment 2 points Most recent by Coach Jon June 25Feature Requests
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  Add trend lines to the summary reports (edited)

  Active MishaM 47 views 0 comments 1 point Started by MishaM June 25 Feature Requests
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  Merged: Debt Tracker

  Closed Rodagave 1 view 0 comments 1 point Started by Rodagave June 25 Feature Requests
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  Merged: Debt tracking on a graph/report (edited)

  Closed hmlee08 261 views 0 comments 29 points Most recent by Rodagave June 25Feature Requests
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  248

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  Add a debt payoff calculator/goal/report [edited] (4 Merged Votes)

  In Review Jreno2012 4.5K views 79 comments 248 points Most recent by Rodagave June 25Feature Requests
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  TastyTrade - Tastyworks connectivity - FDP-101 (edited)

  Closed RomanBones 299 views 17 comments 1 point Most recent by AsyncC June 25Adding and Updating Accounts
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  CIBC US Login Alert Update needed (edited)

  Closed mfishman 28 views 1 comment 0 points Most recent by Coach Jon June 25Adding and Updating Accounts
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  D.A. Davidson is giving Care Code: FDP-105 (edited)

  Closed JBB 61 views 1 comment 0 points Most recent by Coach Jon June 25Adding and Updating Accounts
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  Web Release 6.25.0

  Closed Coach Natalie 266 views 0 comments 1 point Started by Coach Natalie June 25 Updates From the Product Team
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  Empower Retirement Account: Error: Care Code 325

  Closed geewiz2k1 78 views 4 comments 0 points Most recent by geewiz2k1 June 25Adding and Updating Accounts
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  FDP-192 with WageWorks (HealthEquity) (edited)

  Closed cruisencode 342 views 8 comments 0 points Most recent by amdavadi June 25Adding and Updating Accounts
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  Timing of transfers and how Net Worth reflects the transfers

  Closed lwyman 146 views 5 comments 0 points Most recent by EL1234 June 25Using the Net Worth Feature
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  AI Suggested Answers Coming to Community

  Announcement Closed Coach Natalie 84 views 0 comments 1 point Started by Coach Natalie June 24 Using the Community
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  Unable to link separate accounts (spouse's and mine) with Capital One (edited)

  Closed MorganNalley 68 views 1 comment 0 points Most recent by Coach Jon June 24Adding and Updating Accounts
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  Show Income before Bills on Cash Flow when both land on the same day (edited)

  Active Pmrussell892 410 views 11 comments 11 points Most recent by ChrisWT314 June 24Feature Requests
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  Entering Transaction Even at 730am Still Defaulting to Yesterday's Date

  Closed SRC54 177 views 10 comments 0 points Most recent by EL1234 June 24Feedback
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  Randolph-Brooks FCU - persistent requirement to enter MFA each time (edited)

  Closed Alamotech 29 views 1 comment 0 points Most recent by Coach Jon June 24Adding and Updating Accounts
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  Merged: Projected cash flow: show credits before debits?

  Closed ChrisWT314 21 views 0 comments 3 points Most recent by EL1234 June 24Feature Requests
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  Student Loan Servicer Account Links

  Closed Dereck & Aika 28 views 1 comment 1 point Most recent by Coach Jon June 23Adding and Updating Accounts
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  Three transactions posted as PENDING then dropped from Register

  Closed fromawayme 59 views 3 comments 0 points Most recent by fromawayme June 23Troubleshooting
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  Freedom Mortgage - Inverted Account Balance (edited)

  Closed MDGuy25 45 views 1 comment 0 points Most recent by Coach Natalie June 23Adding and Updating Accounts
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  Merged: Bulk Edit Transactions on Mobile App

  Closed virtualuser 11 views 0 comments 1 point Most recent by SRC54 June 23Feature Requests
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  We want your feedback for credit card details!

  Closed Coach Natalie 242 views 7 comments 0 points Most recent by virtualuser June 23Announcements