Recent Discussions

Discussion List

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  Merged: Toggle to show values upfront instead of having to hover to see the numbers

  Closed frangkee 4 views 0 comments 1 point Started by frangkee September 2024 Feature Requests
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  Increase Net Worth Change Granularity

  Closed LakGoy 29 views 2 comments 1 point Most recent by Coach Jon September 2024Using Reports
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  PNC connection problem

  Closed Steve almostbroke 38 views 0 comments 1 point Started by Steve almostbroke September 2024 Adding and Updating Accounts
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  Closed accounts still show up in Investments

  Closed LakGoy 14 views 1 comment 0 points Most recent by Coach Jon September 2024Report a Bug
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  Empower Retirement Discussion

  Closed badgemann 452 views 3 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Fidelity Accounts - Finicity Transaction download

  Closed JimM 78 views 3 comments 0 points Most recent by Coach Natalie September 2024Adding and Updating Accounts
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  3

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  Reports: Save the Date Range setting based on what was last used (edited)

  Active Zk80221 17 views 1 comment 3 points Most recent by UrsulaA September 2024Feature Requests
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  58

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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.1K views 15 comments 58 points Most recent by UrsulaA September 2024Feature Requests
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  Default account for manual transaction entry

  Closed ejs 45 views 6 comments 0 points Most recent by ejs September 2024Managing Your Transactions
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  Merged: Feedback on Credit Score History

  Closed System 4 views 0 comments 0 points Most recent by RobWilk September 2024Feedback
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  Unable to Connect to Vanguard Account: FDP-105.

  Closed mjs560 90 views 3 comments 0 points Most recent by mjs560 September 2024Adding and Updating Accounts
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  Fidelity Accounts Not Updating/Resetting

  Closed amintzer 212 views 12 comments 0 points Most recent by JimM September 2024Adding and Updating Accounts
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  Merged: FDP-185 error, then FDP-102 error with Amex

  Closed System 15 views 0 comments 0 points Most recent by CR Fort Nine September 2024Adding and Updating Accounts
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  TIAA Care Code: FDP-102

  Closed thetrakuls 27 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  150
  Please create a native iPad App (7 Merged Votes)

  Completed Closed jeffzacharias 2.7K views 87 comments 150 points Most recent by Coach Natalie September 2024Feature Requests
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  15
  Tablet Support for Mobile App

  Completed Closed hikerspath 292 views 10 comments 15 points Most recent by Coach Natalie September 2024Feature Requests
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  Changes to Investments

  Closed lwyman 22 views 1 comment 0 points Most recent by Coach Jon September 2024Feedback
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  Stifel balance issue NOT resolved

  Closed fredct 49 views 9 comments 0 points Most recent by fredct September 2024Adding and Updating Accounts
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  Merged: Bravo for the iPad app!

  Closed jorder 38 views 0 comments 1 point Most recent by SRC54 September 2024Feedback
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  New Feature Alert: iPad & Android Tablet Support!

  Closed Coach Natalie 242 views 0 comments 2 points Started by Coach Natalie September 2024 Updates From the Product Team
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  Credit One Bank - NV QCS-0429-2 [Edited]

  Closed djmccauley1958 33 views 2 comments 0 points Most recent by UrsulaA September 2024Adding and Updating Accounts
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  Merged: New iPad Native App Always Reverts to Two Columns on Extended Display

  Myles 10 views 0 comments 0 points Started by Myles September 2024 Report a Bug
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  Roundpoint mortgage not connecting

  Closed MavenMac231 36 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  PA529 Invest *STILL* broken, over a year later

  Closed Diver4242 18 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  Creating Reports / Using Tags

  Answered ✓ htc630 43 views 3 comments 0 points Most recent by htc630 September 2024Using Reports
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  Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

  Active EODelf 1.7K views 47 comments 106 points Most recent by lexyqtpi September 2024Feature Requests
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  FDP-103 Error with Ally Bank (edited)

  Closed djmccauley1958 123 views 8 comments 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  Completed savings goal still showing as “not contributed” in my spending plan?

  Answered ✓ Closed Erin 46 views 3 comments 0 points Most recent by DannyB September 2024Using Savings Goals
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  Ability to see credit card balance minus the scheduled payment

  Closed hwapper 29 views 2 comments 1 point Most recent by hwapper September 2024Feedback
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  12

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  Add an option to expand/collapse all transaction rows (edited)

  Active Money Manager 123 views 10 comments 12 points Most recent by DannyB September 2024Feature Requests