Recent Discussions

Discussion List

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  Manually added interest rate and credit limit keeps being removed (edited)

  BradleyBenSmith 214 views 18 comments 0 points Most recent by SRC54 August 1Troubleshooting
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  Missing Student Loan Company - College Ave

  dburks151 18 views 0 comments 1 point Started by dburks151 July 31 Report Missing Financial Institution or Biller
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  ONGOING 7/31/26: The Golden 1 Credit Union returns an FDP-105 error

  Coach Natalie 1.3K views 3 comments -1 point Most recent by Coach Natalie July 31Current Online Banking Issues
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  How do I include Capital Gains for sold shares in tax report

  Answered ✓ wilcox17554 30 views 2 comments 0 points Most recent by wilcox17554 July 31Using Reports
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 4.5K views 143 comments 100 points Most recent by Swenawds July 31Report Missing Financial Institution or Biller
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  LPL prompts for MFA with each update (edited)

  DingoBoy 54 views 3 comments 0 points Most recent by Coach Natalie July 31Adding and Updating Accounts
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  Ability to change an Investment Account to another account type

  lh55 26 views 1 comment 0 points Most recent by Coach Jon July 31Feedback
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  I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

  nganfield 337 views 28 comments 1 point Most recent by nganfield July 31Adding and Updating Accounts
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  Mobile Release 6.30.0

  Closed Coach Natalie 138 views 0 comments 0 points Started by Coach Natalie July 31 Updates From the Product Team
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  Integrate with ChatGPT (edited)

  Active hokuto 43 views 1 comment 3 points Most recent by Antunes July 31Feature Requests
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  Need help resolving incorrect balance on old Discover account that was added via Capital One

  CHC 37 views 2 comments 0 points Most recent by CHC July 31Adding and Updating Accounts
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  QBP: Add an Invoice Late Fee System (edited)

  Active jksjaz 31 views 1 comment 1 point Most recent by SWMPRO July 30Quicken Business & Personal Feature Requests
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  No Discover transactions since last week

  System 84 views 4 comments 0 points Most recent by Thomas56 July 30Adding and Updating Accounts
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  Web Release 6.30.0

  Closed Coach Natalie 194 views 0 comments 0 points Started by Coach Natalie July 30 Updates From the Product Team
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  Mobile App: Add a 'By Account' view to Savings Goals (edited)

  Active KP_9 32 views 2 comments 4 points Most recent by Keaton July 30Feature Requests
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  Total Cost for synced accounts is not editable anymore and doesn't get updated automatically

  mariafed 60 views 5 comments 0 points Most recent by mariafed July 29Troubleshooting
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 152 views 12 comments 15 points Most recent by TigerQueen July 29Feature Requests
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  Discover being moved to Capital One

  neon45 273 views 10 comments 0 points Most recent by neon45 July 29Adding and Updating Accounts
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  Phone Widgets for android (edited)

  In Review RobWilk 661 views 19 comments 43 points Most recent by Bartman682 July 29Feature Requests
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  Mobile Phone Widget for 'Recent Transactions' (edited)

  In Review RCA 195 views 8 comments 24 points Most recent by Bartman682 July 29Feature Requests
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  Discover transactions before 3 months ago are missing, and only loan account is showing to link

  jerryvetter 35 views 2 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Has Error FDP-103 been resolved with UBS? (edited)

  Dana Lindsay 54 views 3 comments 0 points Most recent by Coach Jon July 29Adding and Updating Accounts
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  Will Target Red Card ever actually work again?

  Oleksander 80 views 3 comments 1 point Most recent by BeafromPA July 29Adding and Updating Accounts
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  Mobile App: Update the Accounts page for better scrolling through accounts (edited)

  Active jwscott 49 views 2 comments 1 point Most recent by Coach Natalie July 29Feature Requests
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  Modify "Product Feedback" page to ask if the submission is for a new feature (edited)

  Active BlueGrits 7 views 1 comment 3 points Most recent by Coach Natalie July 29Feature Requests
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  Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

  In Review jonathanhle 4.5K views 91 comments 303 points Most recent by explorer2024 July 28Feature Requests
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  Add support for Investor360

  Active Ken M 1.2K views 43 comments 14 points Most recent by CashMeOutside July 28Report Missing Financial Institution or Biller
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  ONGOING 7/28/26: Partners FCU returns code 401/"invalid_client"

  Coach Jon 178 views 1 comment 0 points Most recent by Coach Jon July 28Current Online Banking Issues
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  Make Splits separate transactions to be handled independently but marked as a split.

  Moralessalsidoj 57 views 4 comments 1 point Most recent by SRC54 July 28Managing Your Transactions
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  Trump Account integration

  Vulpes 277 views 9 comments 5 points Most recent by Vulpes July 28Report Missing Financial Institution or Biller