Recent Discussions

Discussion List

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  Merged: Smart Connections, Aware of Availability Windows

  Closed Dave L 5 views 0 comments 2 points Most recent by RobWilk October 2024Feature Requests
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  Implement Passkeys (edited)

  Active AzMurph 250 views 17 comments 14 points Most recent by RobWilk October 2024Feature Requests
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  8

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  Ability to bulk edit the 'Type' for Investment Transactions (edited)

  Active nothin7 57 views 4 comments 8 points Most recent by neon45 October 2024Feature Requests
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  Spent Tile Should Show Reviewed Status of Each Transaction

  Closed tcr000 8 views 1 comment 0 points Most recent by Coach Jon October 2024Feedback
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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 88 views 5 comments 6 points Most recent by DannyB October 2024Feature Requests
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  Union Savings & Loan Association failing to connect: Care code: FDP-102

  Closed KB2014 19 views 2 comments 0 points Most recent by KB2014 October 2024Adding and Updating Accounts
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  Add support for BILT Rewards Mastercard

  Active 7brian 1K views 20 comments 30 points Most recent by docquantum October 2024Report Missing Financial Institution
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  The never ending refresh

  Closed RobWilk 115 views 12 comments 0 points Most recent by RobWilk October 2024Report a Bug
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  Graph button on Reports->Net Income page cases a blank graph

  Closed RockLee 29 views 4 comments 0 points Most recent by UrsulaA October 2024Report a Bug
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  Investments>Portfolio Symbol cut off if longer than 4 characters

  Closed UrsulaA 30 views 3 comments 0 points Most recent by UrsulaA October 2024Report a Bug
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  Net Worth Report dates

  Closed lwyman 32 views 4 comments 0 points Most recent by UrsulaA October 2024Report a Bug
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  Valic/AIG broken again

  Closed N4KHQ 143 views 20 comments 0 points Most recent by N4KHQ October 2024Adding and Updating Accounts
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  Web Release 4.28.0

  Closed Coach Natalie 338 views 0 comments 1 point Started by Coach Natalie October 2024 Updates From the Product Team
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  The Standard 401k connection not working FDP-101 error (edited)

  Closed vollmas 87 views 3 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  Unable to synchronize two user accounts from the same institution

  Closed RFC793 188 views 17 comments 1 point Most recent by RFC793 October 2024Adding and Updating Accounts
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  Newport Group - FDP-102 error

  Closed System 51 views 10 comments 0 points Most recent by alkaboy October 2024Adding and Updating Accounts
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  Maine University Credit Union

  Active jk8720 8 views 0 comments 2 points Started by jk8720 October 2024 Report Missing Financial Institution
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  Merged: Split Transactions

  Closed bbertchie 4 views 0 comments 1 point Started by bbertchie October 2024 Feature Requests
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  Add First Federal Bank of Kansas City (edited)

  Active vetteman82 26 views 3 comments 1 point Most recent by vetteman82 October 2024Report Missing Financial Institution
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  Merged: Clicking Net Worth in Accounts List

  Closed tcr000 3 views 0 comments 1 point Started by tcr000 October 2024 Feature Requests
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  3

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  Ability to Mark Holdings as Cash in Connected Investment Accounts (edited)

  Active Jordandryce 17 views 0 comments 3 points Started by Jordandryce October 2024 Feature Requests
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  Vystar issue

  Closed djob13 27 views 1 comment 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  5

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  Add a separate Retirement bucket to the Account Types (edited)

  Active Money Manager 55 views 3 comments 5 points Most recent by SRC54 October 2024Feature Requests
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  457b Retirement Accounts

  Answered ✓ Closed RobertoT 33 views 1 comment 0 points Most recent by DannyB October 2024Adding and Updating Accounts
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  Extremely Poor Tech Support

  Closed Rjciardo 29 views 1 comment 0 points Most recent by Coach Natalie October 2024Feedback
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  My FNBO Direct account won't connect - FDP-106 error (edited)

  Closed srings 215 views 15 comments 2 points Most recent by tjc57 October 2024Adding and Updating Accounts
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  Schwab Equity Award accounts are no longer being imported!

  Closed budgetj75 948 views 48 comments 2 points Most recent by budgetj75 October 2024Adding and Updating Accounts
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  12

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  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Active Bread01 300 views 19 comments 12 points Most recent by Bread01 October 2024Feature Requests
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  5

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  Net Worth Report: Add Daily Breakdown to the 3+ month views (edited)

  Active Stickboy 65 views 3 comments 5 points Most recent by tcr000 October 2024Feature Requests
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  California Coast Credit Union FDP-107 error (edited)

  Closed surfnsocal 52 views 1 comment 1 point Most recent by Coach Natalie October 2024Adding and Updating Accounts