Recent Discussions

Discussion List

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  Web Release 4.24.0

  Closed Coach Natalie 279 views 0 comments 2 points Started by Coach Natalie September 2024 Updates From the Product Team
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  [ONGOING] 8/28/24: Mutual of America returns a 106 error

  Coach Natalie 152 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/28/24: Charles Schwab - Missing Equity Awards Account

  Coach Natalie 453 views 1 comment 1 point Most recent by Coach Natalie September 2024Current Online Banking Issues
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  3
  Allow us to disable Achievement badge notifications (edited)

  Completed Closed the_scottster 72 views 3 comments 3 points Most recent by SRC54 September 2024Feature Requests
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  Interactive Brokers LLC International Stocks Issue (edited)

  Closed james01 187 views 13 comments 1 point Most recent by Coach Natalie September 2024Investments
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  1

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  Combine Transfer Entries in Bills & Payments, Or Organize Like the Spending Plan (edited)

  Active dagnabit2000 58 views 5 comments 1 point Most recent by UrsulaA September 2024Feature Requests
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  Use categories to adjust expense/budget categories by the "refund" cash inflow amount.

  Closed FiddleB 17 views 1 comment 1 point Most recent by UrsulaA September 2024Feedback
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  Fall Holidays! Which is your favorite?

  Closed Coach Jon 57 views 7 comments 1 point Most recent by Coach Kristina September 2024The Water Cooler
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  PNC Bank Account linking / updating failing

  Closed gdheisel 153 views 10 comments 1 point Most recent by JimRosebro September 2024Adding and Updating Accounts
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  0

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  Ability to assign a transaction from one month to a different month's Spending Plan (edited)

  Active Danielle 150 views 7 comments 0 points Most recent by UrsulaA September 2024Feature Requests
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  Spending Plan data is missing (edited)

  Closed BobM 49 views 3 comments 0 points Most recent by SRC54 September 2024Report a Bug
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  Merged: Empower: connection issues

  Dave L 10 views 0 comments 0 points Started by Dave L September 2024 Adding and Updating Accounts
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  An Added Fidelity Account will not appear or import

  Closed stuarto 345 views 40 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  [ONGOING] 8/26/24: Citizens One Home Loan - Balance Mismatch

  Coach Natalie 49 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/26/24: TD Bank returns a 181 error

  Coach Natalie 348 views 1 comment 0 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  [ONGOING] 8/23/24: Missing Accounts with PayPal Credit, MasterCard and Crypto

  Coach Natalie 659 views 1 comment 6 points Most recent by Coach Natalie September 2024Current Online Banking Issues
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  Way to track warranty and export warranty report

  Closed BadgerHat 15 views 2 comments 0 points Most recent by EL1234 September 2024Feedback
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  Merged: Capital One connecting Issues

  jobrosseau 13 views 0 comments 0 points Started by jobrosseau September 2024 Adding and Updating Accounts
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  Is there a way to manually enter a transaction that is listed as a reminder? (edited)

  Answered ✓ Closed rskolin 63 views 7 comments 0 points Most recent by EL1234 September 2024Using the Spending Plan
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  How do you track Medicare Part B premium?

  Answered ✓ Closed DannyB 50 views 5 comments 1 point Most recent by SRC54 September 2024Bills and Income
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  Newbie!

  Closed Ghern99 37 views 5 comments 3 points Most recent by Coach Kristina September 2024Introduce yourself!
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  Some of my upcoming bills are showing as "Paid" even though the date is in the future (edited)

  Closed rskolin 28 views 2 comments 0 points Most recent by rskolin September 2024Using the Spending Plan
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  Be able to link transactions to your goals

  Closed BrittLew 18 views 1 comment 0 points Most recent by UrsulaA September 2024Feedback
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  Split transaction across months

  Closed v4run9 49 views 4 comments 1 point Most recent by UrsulaA September 2024Feedback
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  Recurring Income and the Spending Plan

  Closed RobertoT 51 views 6 comments 0 points Most recent by UrsulaA September 2024Bills and Income
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  Merged: Apple Card Double Transactions

  rhayes 9 views 0 comments 0 points Started by rhayes September 2024 Report a Bug
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  Merged: ability to reactivate cancelled bills/subscriptions in bills & payments

  shandranancy 15 views 0 comments 1 point Started by shandranancy September 2024 Feature Requests
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  Sync Bills and Payments to Calendar

  Closed darren_woods 43 views 1 comment 1 point Most recent by Coach Kristina September 2024Feedback
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  Add a 'Last Business Day of the Month' Frequency Option to Recurring Transactions (edited)

  Active brianperry263 28 views 3 comments 7 points Most recent by SRC54 September 2024Feature Requests
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  Split Transactions in Reports, Watchlists, and the Spending Plan: Share your feedback here!

  Closed Coach Natalie 190 views 13 comments 1 point Most recent by SRC54 September 2024Feedback