Recent Discussions

Discussion List

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  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 31 views 1 comment 0 points Most recent by SRC54 January 13Categories and Tags
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  Discover Migration

  Closed Coach Natalie 283 views 0 comments -1 point Most recent by Coach Natalie January 13Announcements
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  Why do I see $100 as the recurring salary amounts (edited)

  Closed Fayfay 17 views 2 comments 0 points Most recent by EL1234 January 13Bills and Income
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  Merged: Ability to have more than 1 space without requiring "Business & Personal"

  Closed Jim G 1 view 0 comments 1 point Most recent by Jim G January 12Feature Requests
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  Ability to have multiple spaces/datasets (edited)

  Active Zach.A 680 views 3 comments 37 points Most recent by Jim G January 12Feature Requests
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  2

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  Ability to create a Transaction Rule to not modify the payee name sent by the bank (edited)

  js100 24 views 1 comment 2 points Most recent by EL1234 January 12Feature Requests
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 129 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  Merged: "Link to existing recurring" does not automatically update the payee and category

  Closed rise 1 view 0 comments 0 points Most recent by rise January 12Report a Bug
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  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  Closed scotte 50 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
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  Elevations Care Code FDP-7500

  Closed System 22 views 2 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  Closed subiemat 58 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Merged: Target Circle card - transactions not downloading (edited)

  Closed elvisize 1 view 0 comments 0 points Most recent by elvisize January 12Adding and Updating Accounts
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  Thrivent Financial error code FDP-101

  Closed mglam2304 80 views 9 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Unable to add Movement Mortgage (FDP-155)

  Closed vipsclt 27 views 5 comments 1 point Most recent by Coach Natalie January 12Adding and Updating Accounts
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  [ONGOING] 12/29/25: Empower Retirement returns an FDP-6000 error

  Coach Natalie 558 views 1 comment 5 points Most recent by Coach Natalie January 12Current Online Banking Issues
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  Web version does not have a "Add a fixed date" button on recurring multiple dates screen

  Closed sbennet1 37 views 6 comments 0 points Most recent by DryHeat January 12Report a Bug
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  5

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  Add a Savings Goal Journal (edited)

  Active Hover2mach 14 views 1 comment 5 points Most recent by DryHeat January 12Feature Requests
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  3

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  Contribute to Savings Goals Notification - Exclude Future Goals (edited)

  Active Hover2mach 16 views 1 comment 3 points Most recent by Hover2mach January 12Feature Requests
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  Merged: Savings Goals Sort

  Closed Hover2mach 1 view 0 comments 1 point Most recent by Hover2mach January 12Feature Requests
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  5

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  Ability to add notes to Savings Goals (edited)

  Active Hover2mach 3 views 0 comments 5 points Most recent by Hover2mach January 12Feature Requests
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  Huntington FDP-105

  Closed botjnilt 55 views 4 comments 0 points Most recent by botjnilt January 12Adding and Updating Accounts
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  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Closed Mango2024 44 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions
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  Can new options be added to the Industry selection list?

  Closed Randolph 16 views 1 comment 0 points Most recent by Coach Kristina January 11Managing Businesses
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  Help setting up new categories and subcategories (edited)

  Answered ✓ Closed jmhull67 117 views 3 comments 0 points Most recent by sbennet1 January 11Categories and Tags
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  EQ Bank - Error FDP-187

  Closed donnajean 56 views 3 comments 0 points Most recent by donnajean January 11Adding and Updating Accounts
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  Merged: Payment Submitted Indicator

  Closed mamerica 1 view 0 comments 1 point Most recent by RobWilk January 11Feature Requests
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  Projected Cash Flow is inaccurate

  Closed Joe M 38 views 1 comment 0 points Most recent by RobWilk January 11Projected Cash Flow
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  Can I create a recurring bill that includes splits?

  Answered ✓ Closed tillymama 40 views 1 comment 0 points Most recent by EL1234 January 11Bills and Income
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  Unable to add Ohio Advantage 529 -FDP-103

  Closed vipsclt 16 views 2 comments 0 points Most recent by vipsclt January 10Adding and Updating Accounts
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  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 10Adding and Updating Accounts