Recent Discussions

Discussion List

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  "Uh Oh" - App had a failure adding tag on 'other spending'/spending plan

  Closed RobWilk 15 views 1 comment 0 points Most recent by Coach Natalie August 5Report a Bug
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  Merged: Apple Cash Balance in Net Worth report

  lwyman 4 views 0 comments 0 points Started by lwyman August 5 Report a Bug
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  Use aggregator access link for GoldenState ScholarShare 529

  Active Pieter 424 views 14 comments 20 points Most recent by HorriblyConfused August 5Report Missing Financial Institution
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  Recurring Bill not showing in pending transactions (edited)

  Closed EllieBean 29 views 5 comments 0 points Most recent by RobWilk August 4Managing Your Transactions
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  Imported transactions not showing under Transaction Activity (edited)

  Closed pixie813 34 views 2 comments 0 points Most recent by UrsulaA August 4Troubleshooting
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  All Recurring Yearly totals when using Every Month is multiplied by 13 instead of 12 (edited)

  Closed ewangw 51 views 5 comments 0 points Most recent by UrsulaA August 4Report a Bug
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  Add feature to transfer funds from one goal to another

  Active LtDan1912 37 views 3 comments 12 points Most recent by RobWilk August 4Feature Requests
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  Matching savings goal funds to expenses

  Closed MattS 37 views 1 comment 0 points Most recent by RobWilk August 4Using Savings Goals
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  AMEX High Yield Savings accounts not connecting (edited)

  Closed dereckmezquita 10K views 190 comments 0 points Most recent by Boydston August 3Adding and Updating Accounts
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  Deja vu - I'm Like a New User Again

  Closed Flopbot 122 views 14 comments 0 points Most recent by SRC54 August 3The Water Cooler
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  Would like to cancel and refund

  Closed System 53 views 5 comments 0 points Most recent by Coach Kristina August 3Troubleshooting
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  Undo incorrect withdrawal?

  Answered ✓ Closed Emacken 37 views 4 comments 0 points Most recent by Emacken August 2Using Savings Goals
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  Discover Checking Pending Transactions come in as cleared

  Closed Freebanana 30 views 3 comments 0 points Most recent by Coach Natalie August 2Adding and Updating Accounts
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  USAA accounts constantly asks to re-authenticate

  Closed SierraQ 66 views 2 comments 0 points Most recent by SierraQ August 2Adding and Updating Accounts
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  Edward Jones Canada investment accounts do not record transactions correctly

  Closed HWanless 40 views 4 comments 0 points Most recent by HWanless August 2Adding and Updating Accounts
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  Income Dividend Transactions greyed out in Reports

  Closed System 17 views 5 comments 0 points Most recent by Coach Jon August 1Troubleshooting
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  Merged: Can't report dividend income transactions in Fidelity Akoya downloads

  Just want to help 9 views 0 comments 0 points Started by Just want to help August 1 Adding and Updating Accounts
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  Make the cash flow view savable so we can just click the button to prefilter our setting

  Closed franco 22 views 1 comment 1 point Most recent by Coach Jon August 1Projected Cash Flow
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  Wisconsin 529 (edvest-529.com) Aggregator Link [edited]

  Active Nate42 418 views 26 comments 7 points Most recent by royf August 1Report Missing Financial Institution
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  Add the Reviewed Checkmark to Investment Transactions (edited)

  Active SeattleGuy 31 views 1 comment 3 points Most recent by Coach Jon August 1Feature Requests
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  Chase Amazon Prime card only pulls in payments (edited)

  Closed Gabe 225 views 19 comments 0 points Most recent by Coach Natalie August 1Adding and Updating Accounts
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  Can't add back a deleted instance of a recurring item

  Closed ajbopp 114 views 7 comments 2 points Most recent by Coach Natalie July 31Report a Bug
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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 19 views 2 comments 4 points Most recent by Coach Natalie July 31Feature Requests
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  Care code: FDP-185 TIAA CREF and Fidelity Investments Care code: FDP-101

  Closed kernels 67 views 1 comment 0 points Most recent by Coach Jon July 31Adding and Updating Accounts
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  Web Releases 4.18.0 & 4.18.1

  Closed Coach Natalie 183 views 0 comments 3 points Started by Coach Natalie July 31 Updates From the Product Team
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  FDP-108 with Laurel Road (edited)

  Closed CericRushmore 114 views 15 comments 0 points Most recent by CericRushmore July 31Adding and Updating Accounts
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  Fidelity Account via Finicity (Akoya) does not include Transaction history

  Closed djhadams 221 views 10 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts
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  Merged: Matching rules should allow one to filter or apply to a selected account

  wmanzer 5 views 0 comments 1 point Started by wmanzer July 31 Feature Requests
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  Filter query parameters not respected on transactions page

  Closed fjosdasdfas 19 views 3 comments 0 points Most recent by Coach Jon July 30Report a Bug
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  Spending Plan Math Not Adding Up

  Closed itsandyking 51 views 9 comments 0 points Most recent by Coach Jon July 30Troubleshooting