Recent Discussions

Discussion List

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  Slow Performance Issues

  System 11 views 6 comments 0 points Most recent by Coach Natalie May 27Feedback
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  Can’t Add Transaction

  leviautumn 8 views 2 comments 0 points Most recent by leviautumn May 27Report a Bug
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  [RESOLVED] 5/4/2021: FedLoan accounts returning error code 102 when adding or updating accounts.

  Closed Coach Paco 49 views 1 comment 0 points Most recent by Coach Natalie May 26Current Online Banking Issues
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  Release 3.7.1

  Closed Coach Paco 66 views 0 comments -1 point Started by Coach Paco May 26 Updates from the Product Team
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  Bill presentment updates as income

  jtjones0304 9 views 1 comment 0 points Most recent by Coach Natalie May 26Report a Bug
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  New institutions

  Accepted Answer JPalazzo01 17 views 1 comment 1 point Most recent by Coach Natalie May 26Adding and Updating Accounts
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  Pending transactions with American Express

  eallen40 74 views 31 comments 1 point Most recent by Coach Natalie May 25Adding and Updating Accounts
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  Wells Fargo still returning 101 error

  jorder 20 views 7 comments 0 points Most recent by Coach Natalie May 25Adding and Updating Accounts
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  3
  Fine tune Y-Axis in Projected Cash Flow Chart (edited)

  Completed Closed raultorres88 15 views 1 comment 3 points Most recent by Coach Natalie May 24Feature Requests
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  Please add Desert Financial Credit Union for online access.

  Active EddieTrina 20 views 9 comments 1 point Most recent by Coach Natalie May 24Report Missing Financial Institution
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  1

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  Add Tractor Supply Credit Card

  Active Vaughan 6 views 1 comment 1 point Most recent by Coach Natalie May 24Feature Requests
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  Chase accounts

  jvipatapat 45 views 16 comments 0 points Most recent by Coach Natalie May 24Adding and Updating Accounts
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  15

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  Ability to Hide Accounts (edited)

  Active rdws 63 views 4 comments 15 points Most recent by Mr. Williams May 24Feature Requests
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  Lending Club - no balance

  PEM 9 views 6 comments 0 points Most recent by PEM May 21Adding and Updating Accounts
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  Investment Account Holdings page is missing my Cash Holdings (edited)

  MikeOnTheRoad 30 views 14 comments 0 points Most recent by MikeOnTheRoad May 21Investments
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  View Watchlists on a month-by-month basis (edited)

  Active CJ12345 11 views 2 comments 0 points Most recent by Coach Natalie May 21Feature Requests
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  [RESOLVED] 5/21/21: Unable to Link or Unlink a Transaction To/From a Recurring Series

  Closed Coach Natalie 28 views 1 comment 0 points Most recent by Coach Natalie May 21Known Product Issues
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  Linking Transactions to Recurring Series Not Working

  htc630 9 views 3 comments 0 points Most recent by htc630 May 21Report a Bug
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  0
  Undo Newly Created Categories in Transaction View

  Completed Closed dl30 9 views 2 comments 0 points Most recent by Coach Natalie May 21Feature Requests
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  Question about handling transactions ignored

  Accepted Answer SimplyBeasley 11 views 2 comments 0 points Most recent by SimplyBeasley May 21Managing your Transactions
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  [RESOLVED] 5/6/21: American Express returns a 105 error

  Closed Coach Natalie 32 views 1 comment 0 points Most recent by Coach Natalie May 21Current Online Banking Issues
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  [RESOLVED] 5/20/21: American Express returns an FDP-100 error

  Closed Coach Natalie 38 views 1 comment 0 points Most recent by Coach Natalie May 21Current Online Banking Issues
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  48

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  Authorized User with certain Permissions/View Access to Account [edited] (2 Merged Votes)

  Active sephorous 176 views 24 comments 48 points Most recent by drgeek May 20Feature Requests
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  Release 3.7.0

  Closed Coach Paco 56 views 0 comments 0 points Started by Coach Paco May 20 Updates from the Product Team
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  Accounting for spending from a Savings Goal

  Accepted Answer Closed cubanx 14 views 4 comments 0 points Most recent by cubanx May 20Savings Goals
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  Fidelity IRA is not showing holdings

  Closed rdenove 18 views 5 comments 0 points Most recent by Coach Natalie May 20Investments
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  Fidelity Investments at i.fidelity.com (edited)

  Active PEM 20 views 3 comments 1 point Most recent by Coach Natalie May 20Report Missing Financial Institution
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  3

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  Ability to run the Spending Report by Subcategory (edited)

  Active Gerry C 11 views 1 comment 3 points Most recent by Coach Natalie May 20Feature Requests
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  [RESOLVED] 5/19/21 American Express returning FDP-104 error when adding or updating accounts.

  Closed Coach Paco 30 views 1 comment 0 points Most recent by Coach Natalie May 20Current Online Banking Issues
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  12

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  Move Chat Icon so it's not in the way/Add white space to the bottom of screens (edited)

  Active asubbaiyanprof 28 views 3 comments 12 points Most recent by Anonymous_Stranger May 20Feature Requests