Recent Discussions

Discussion List

• 
  New Feature Alert: Amount Matching, Check Number Field, and Date Commands!

  Closed Coach Natalie 858 views 2 comments 4 points Most recent by Coach Natalie July 11Updates From the Product Team
• 
  2

  Up Down
  Ability to turn off the monthly headers in Transaction Activity (edited)

  Active KB2014 13 views 0 comments 2 points Started by KB2014 July 11 Feature Requests
• 
  2

  Up Down
  Ability to toggle 'Spent' tile on Dashboard to exclude/include account hidden from Reports (edited)

  Active papermuffins 99 views 6 comments 2 points Most recent by DK777 July 11Feature Requests
• 
  Can I turn off the monthly headings when viewing my transaction activity? (edited)

  Closed KB2014 19 views 1 comment 1 point Most recent by DannyB July 11Managing Your Transactions
• 
  Wells Fargo “You have already added all your accounts at this bank."

  Closed Gregor 113 views 5 comments 1 point Most recent by Gregor July 11Adding and Updating Accounts
• 
  Please cancel my subscription

  Closed System 47 views 2 comments 0 points Most recent by Coach Jon July 11Troubleshooting
• 
  lexusfinancial.com FDP-105

  Closed Ruben 169 views 3 comments 0 points Most recent by Coach Natalie July 11Adding and Updating Accounts
• 
  16

  Up Down
  Recurring Savings Goals year over year/ability to restart Goals (edited)

  Active MommaCma 43 views 13 comments 16 points Most recent by Coach Natalie July 11Feature Requests
• 
  Merged: Sorting By Credit Balances

  kopernykus 3 views 0 comments 1 point Started by kopernykus July 11 Feature Requests
• 
  2

  Up
  Please add Service Finance Company

  Active LBUser999 27 views 1 comment 2 points Most recent by takn4granted July 10Report Missing Financial Institution
• 
  5

  Up Down
  Display when billers were last sync'd (edited)

  Active SumoSniper 51 views 2 comments 5 points Most recent by Coach Natalie July 10Feature Requests
• 
  Static Filters

  Closed donnajean 19 views 3 comments 1 point Most recent by Coach Jon July 10Feedback
• 
  Following recent web app update, my rearranged dashboard layout is not saved

  Duke0486 52 views 4 comments 0 points Most recent by Duke0486 July 10Report a Bug
• 
  Edvest account requiring MFA on every refresh

  Closed Emil 15 views 1 comment 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
• 
  Delete Dataset Request

  Closed LuckyLeah 11 views 1 comment 0 points Most recent by Coach Jon July 10Troubleshooting
• 
  Transaction Activity Report bug ?

  Closed neon45 60 views 7 comments 0 points Most recent by Coach Natalie July 10Report a Bug
• 
  Kohl's credit card can't be added,

  Closed eric_p_evans 90 views 4 comments 0 points Most recent by Coach Natalie July 10Adding and Updating Accounts
• 
  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 183 views 18 comments 0 points Most recent by Dave L July 10Managing Your Transactions
• 
  1

  Up
  Add Hawaii Law Enforcement Federal Credit Union (HLEFCU)

  Active Give-um 16 views 0 comments 1 point Started by Give-um July 10 Report Missing Financial Institution
• 
  Why is iPhone app showing incorrect balances and Web app correct.

  Closed N4KHQ 31 views 2 comments 0 points Most recent by N4KHQ July 9Feedback
• 
  Anyone else having issues with PayPal Credit?

  Closed Naviathan 34 views 1 comment 0 points Most recent by Coach Jon July 9Adding and Updating Accounts
• 
  2

  Up
  BMO Investorline

  Active donnajean 57 views 3 comments 2 points Most recent by Philps July 9Report Missing Financial Institution
• 
  Cannot connect to Chase Bank

  Closed jimclay75051 151 views 6 comments 0 points Most recent by RobWilk July 9Adding and Updating Accounts
• 
  4

  Up Down
  Add a Savings Goal for Target Net Worth (edited)

  Active ADawg 74 views 3 comments 4 points Most recent by DannyB July 9Feature Requests
• 
  Can't add Prudential Life Insurance Account

  Closed buttersh 81 views 11 comments 0 points Most recent by Coach Natalie July 9Adding and Updating Accounts
• 
  Streamline the Spending Plan Screens on Web App [Edited]

  Closed donnajean 56 views 6 comments -1 point Most recent by DannyB July 9Feedback
• 
  Adding a new Synchrony credit card when multiple cards already connect

  Closed Streamline17 142 views 1 comment 0 points Most recent by Coach Jon July 9Adding and Updating Accounts
• 
  Please cancel my subscription

  Closed System 44 views 3 comments 0 points Most recent by Coach Jon July 9Troubleshooting
• 
  Has anyone gotten Laurel Road, Etrade or Public to work?

  Closed CericRushmore 70 views 5 comments 0 points Most recent by Coach Jon July 9Adding and Updating Accounts
• 
  Merged: I need tractor supply citi added also.

  Wlmartin 3 views 0 comments 1 point Started by Wlmartin July 9 Report Missing Financial Institution