Recent Discussions

Discussion List

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  3

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  When spending plan "other spending" total is positive, put a + (plus) sign (edited)

  Active RobWilk 40 views 2 comments 3 points Most recent by RobWilk October 2024Feature Requests
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  Requesting Maryland529 Name Update (edited)

  Closed DatsWassup 17 views 1 comment 0 points Most recent by Coach Natalie October 2024Feedback
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  Mobile Release 5.14.0

  Closed Coach Natalie 253 views 0 comments 0 points Started by Coach Natalie October 2024 Updates From the Product Team
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  3

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  Mobile App: Ability to see Investment Transactions from all accounts in one place (edited)

  Active votr 51 views 2 comments 3 points Most recent by UrsulaA October 2024Feature Requests
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  Ascensus - 102 and 105 errors

  Closed EGG 34 views 1 comment 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  Unable to connect Citibank account due to "User Access Denied" error (edited)

  Closed RobertoT 68 views 5 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Cant connect to citi - "Records Don't Match" Error

  Closed BigMan77 229 views 1 comment 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  T Rowe Price FDP-176 error (edited)

  Closed SudipChoudhury 124 views 1 comment 1 point Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Accounts list, duplicate fin. Institutions w/o accounts

  Closed RobWilk 21 views 2 comments 0 points Most recent by RobWilk October 2024Troubleshooting
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  Notifications toggles could be improved

  Closed molehill6804 50 views 4 comments 0 points Most recent by UrsulaA October 2024Feedback
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  Releasing unused funds does not work on web browser but does work on the app.

  Closed Investor3000 13 views 1 comment 0 points Most recent by SRC54 October 2024Report a Bug
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  Amex personal savings account not downloading new transactions

  Closed kiun 82 views 5 comments 0 points Most recent by kiun October 2024Adding and Updating Accounts
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  Make the green "Reviewed checkmark" visible from desktop/browser when listing transactions.

  Closed eteam49ers 27 views 3 comments 2 points Most recent by Coach Jon October 2024Managing Your Transactions
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  Citibank connection restored but does not download processed transactions

  Closed SDReady 92 views 13 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  Upcoming transactions missing under projected cash flow chart

  Closed mblank78 204 views 26 comments 0 points Most recent by Coach Jon October 2024Projected Cash Flow
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  Merged: Reminders not displaying

  Closed Zzj937 23 views 0 comments 0 points Most recent by nmcmahon1215 October 2024Report a Bug
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  Web Release 4.27.0

  Closed Coach Natalie 296 views 0 comments 0 points Started by Coach Natalie October 2024 Updates From the Product Team
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  Citibank Connection Broken FDP-390

  Closed jstipe66 1.2K views 27 comments 2 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Midland National FDP-106 error

  Closed PJLmoney 22 views 3 comments 0 points Most recent by PJLmoney October 2024Adding and Updating Accounts
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  Trowe Price Retirement Plan account is giving a FDP-176 error

  Closed gvansyckle 38 views 3 comments 0 points Most recent by gvansyckle October 2024Adding and Updating Accounts
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  2
  Allow for Child Support Category to be edited as Income and not default as Expense

  Completed Closed ChristinaSeattle 29 views 2 comments 2 points Most recent by Coach Natalie October 2024Feature Requests
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  Merged: Net Worth Pie-Chart/Mountain Lines

  Closed LakGoy 3 views 0 comments 1 point Started by LakGoy October 2024 Feature Requests
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  2

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  Mobile App/Android: Add switch to enable screenshots (edited)

  Active wkh 161 views 10 comments 2 points Most recent by wkh October 2024Feature Requests
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  T Rowe Price - FDP-176 Error

  Closed lwyman 294 views 6 comments 0 points Most recent by lwyman October 2024Adding and Updating Accounts
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  PennyMac domain change from Pennymacusa.com to pennymac.com

  Closed Iamthailand 1.6K views 52 comments 1 point Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Investment portfolio account balance surprises

  Closed Jfreds 26 views 3 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Dunkin Gift Card (edited)

  Active RobWilk 42 views 4 comments 1 point Most recent by SRC54 October 2024Report Missing Financial Institution
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  Morgan Stanley (AtWork/StockPlanConnect) FDP-103

  Closed nicksmarto 167 views 7 comments 0 points Most recent by Coach Jon October 2024Adding and Updating Accounts
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  Credit Score History: Share your feedback here!

  Closed Coach Natalie 77 views 9 comments 1 point Most recent by Coach Natalie October 2024Feedback
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  New Feature Alert: Credit Score History!

  Closed Coach Natalie 252 views 1 comment 1 point Most recent by Coach Natalie October 2024Updates From the Product Team