Recent Discussions

Discussion List

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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 173 views 4 comments 10 points Most recent by Bartman682 July 25Feature Requests
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  Reports Mess Up Payee Names

  Closed SRC54 218 views 28 comments 0 points Most recent by SRC54 July 25Report a Bug
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  Optum FPD-103 error

  Closed System 266 views 17 comments 0 points Most recent by Coach Natalie July 25Adding and Updating Accounts
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Hackstar18 73 views 4 comments 1 point Most recent by Coach Jon July 25Investments
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  Remember expanded/collapsed state of Accounts List, Transactions, & other elements (edited)

  Active Sstrico 492 views 25 comments 58 points Most recent by DK777 July 25Feature Requests
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  Can I "start over" with recurring transfers?

  Closed DannyB 67 views 3 comments 0 points Most recent by Flopbot July 24Using Transfers
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  0
  Add a product roadmap or list of what's being worked on (edited)

  Planned Chrobrego 706 views 23 comments 0 points Most recent by FutureEye July 24Feature Requests
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  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 262 views 13 comments 13 points Most recent by FutureEye July 24Report Missing Financial Institution
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  Linked transfers that should not be linked!?

  Closed cowboydude99 42 views 6 comments 0 points Most recent by DannyB July 24Troubleshooting
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  8
  Stop Savings Goals from counting in the Spending Plan upon expected completion (edited)

  Completed Closed Md2023 102 views 3 comments 8 points Most recent by Coach Natalie July 24Feature Requests
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  Cancel & Refund

  Closed blp 66 views 5 comments 1 point Most recent by Coach Natalie July 24Troubleshooting
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  Web Release 4.17.0

  Closed Coach Natalie 179 views 0 comments 2 points Started by Coach Natalie July 24 Updates From the Product Team
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  Merged: Add more people to financial data space

  Justin F 4 views 0 comments 1 point Started by Justin F July 24 Feature Requests
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  Just started, but I don't "get" how some things are handled - Questions

  Closed DDXdesign 222 views 22 comments 0 points Most recent by DannyB July 24Bills and Income
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  Mobile Releases 5.9.0 & 5.9.1

  Closed Coach Natalie 127 views 0 comments 1 point Started by Coach Natalie July 24 Updates From the Product Team
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  Spending Plan available spending per week (edited)

  Active joroad 17 views 4 comments 3 points Most recent by Coach Natalie July 24Feature Requests
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  Empty Register with PayPal Credit Card (edited)

  Closed Phogramity 1K views 63 comments 0 points Most recent by Coach Natalie July 24Adding and Updating Accounts
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  Maryland529 Aggregator Link (edited)

  Active BenTrackingFinances 38 views 0 comments 3 points Started by BenTrackingFinances July 24 Report Missing Financial Institution
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  Manual Accrual or Liability Accounts

  Closed whoisbwood 39 views 2 comments 0 points Most recent by DannyB July 24Adding and Updating Accounts
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  Spending Plan Totals

  Closed Ameliorate 50 views 2 comments 1 point Most recent by gravesjd July 24Using the Spending Plan
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  Wells Fargo credit card showing zero balance

  Closed nrp06 32 views 6 comments 0 points Most recent by Coach Natalie July 24Adding and Updating Accounts
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  362
  Apple Card & Savings Accounts (2 Merged Votes)

  Completed Closed Chris Crosier 17.3K views 158 comments 362 points Most recent by Coach Natalie July 24Report Missing Financial Institution
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  Quarterly pay in varying amounts

  Closed Jeffro14 151 views 11 comments 0 points Most recent by Jeffro14 July 24Using the Spending Plan
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  Venmo connection issue, no error code

  Closed luarnmmm 25 views 2 comments 0 points Most recent by RobWilk July 24Adding and Updating Accounts
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  Alliant credit union not connecting code FDP-105

  Closed captainkeithy 35 views 1 comment 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  FDP-103 https://www.ubs.com/onesource/txn

  Closed klarosa 21 views 1 comment 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 577 views 23 comments 37 points Most recent by RobWilk July 23Feature Requests
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  Merged: Trend line graph for spending comparison

  Tessellate 3 views 0 comments 1 point Started by Tessellate July 23 Feature Requests
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  36

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  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 277 views 12 comments 36 points Most recent by DannyB July 23Feature Requests
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  Move Planned Spending to the Bills & Income section (edited)

  Active Humanleg86 35 views 4 comments -1 point Most recent by Wedo778 July 23Feature Requests