Recent Discussions

Discussion List

• 
  Vancity is down Care code: FDP-102

  Not a User 337 views 29 comments 1 point Most recent by Not a User February 20Adding and Updating Accounts
• 
  Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited)

  TJ_JR2 411 views 19 comments 2 points Most recent by amedina February 20Adding and Updating Accounts
• 
  Simplifi Bill Connect - not working correctly for Consumers Energy

  Duke0486 176 views 25 comments 0 points Most recent by Coach Jon February 19Bills and Income
• 
  HSA Bank - Still unable to add HSA Invest Account

  System 50 views 11 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  Merged: HSA Bank - Unable to add HSA Invest Account (edited)

  Closed GlobalChanges 6 views 0 comments 0 points Started by GlobalChanges February 19 Adding and Updating Accounts
• 
  5

  Up Down
  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 20 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests
• 
  Marcus accounts missing after opening CDs

  mjs560 29 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  Deleting Future Reminder (not next reminder) deletes previous reminders

  RobWilk 25 views 4 comments 0 points Most recent by EL1234 February 19Troubleshooting
• 
  1

  Up Down
  Web App: Return the Projected Cash Flow Graph to its previous, larger display (edited)

  TCEnt 38 views 3 comments 1 point Most recent by EL1234 February 19Feature Requests
• 
  Investment Report Request: Heat Map

  bsmorovitz 19 views 1 comment 1 point Most recent by Coach Jon February 19Investments
• 
  Need an update on Vanguard (edited)

  Jeff C 49 views 3 comments 0 points Most recent by Jeff C February 19Adding and Updating Accounts
• 
  1

  Up Down
  QBP: Ability to export Mileage (edited)

  Dick_Davis 17 views 1 comment 1 point Most recent by Coach Natalie February 19Quicken Business & Personal Feature Requests
• 
  Merged: Bank Payee field

  Closed DryHeat 5 views 0 comments 0 points Started by DryHeat February 19 Managing Your Transactions
• 
  33

  Up Down
  Automatically update accounts in the background without having to login (edited)

  Active bobluck 317 views 9 comments 33 points Most recent by AlbFer February 19Feature Requests
• 
  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 5 views 0 comments 0 points Started by Shibin Ishaque February 19 Using the Net Worth Feature
• 
  Can we apply an exchange rate for an account?

  SROBERTS 17 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  63

  Up Down
  Support multiple currencies

  Active robert 2.1K views 44 comments 63 points Most recent by SROBERTS February 19Feature Requests
• 
  Wealthsimple returning 0$ accounts with simplifi

  SROBERTS 13 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  How to Invoice Clients for Incurred Expenses

  Answered ✓ Mortimer Duke 16 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
• 
  13

  Up
  Please add Mazda Financing

  In Review Annie 376 views 15 comments 13 points Most recent by kevsty1990 February 18Report Missing Financial Institution
• 
  9

  Up
  Second United Wholesale Mortgage URL

  In Review monroe 1.1K views 25 comments 9 points Most recent by kevsty1990 February 18Report Missing Financial Institution
• 
  HealthEquity HSA Investment Account Missing

  aqua 47 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
• 
  CareCredit account no longer available to connect after login portal migration (FDP-103)

  daeSTorm 34 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts
• 
  Paperclip Icon in Transaction List (edited)

  Spreadsheet Annie 10 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
• 
  Recurring deposit reminder dropped from checking "register"

  MikeBtp 62 views 8 comments 0 points Most recent by MikeBtp February 18Troubleshooting
• 
  Historical data for some accounts not being pulled in

  System 9 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
• 
  2

  Up Down
  Savings Goals: Turn 'Monthly Target' into a button that inserts the amount to contribute (edited)

  Active pawebb 34 views 2 comments 2 points Most recent by Coach Natalie February 18Feature Requests
• 
  2

  Up Down
  Set the default account to blank when importing transactions (edited)

  Active Emacken 45 views 1 comment 2 points Most recent by Coach Natalie February 18Feature Requests
• 
  Merged: HealthEquity issue NOT resolved. Why are you deleting my posts?

  Closed nrp06 5 views 0 comments 0 points Started by nrp06 February 18 Adding and Updating Accounts
• 
  Missing Investment Account from Citibank (edited)

  Bill N 10 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts