Recent Discussions

Discussion List

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  Amazon Synchrony FDP-103

  Closed System 26 views 2 comments 0 points Most recent by Coach Kristina February 22Adding and Updating Accounts
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  Merged: Save preferred columns for planned spend transaction register

  Closed brisure 1 view 0 comments 1 point Most recent by DryHeat February 22Feature Requests
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  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 32 views 0 comments 1 point Most recent by ngzering February 22Feature Requests
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  Client Invoicing - Apply Payment of Equal Value Removes Previous Payment From Old Invoices

  Closed Dakota 41 views 4 comments 0 points Most recent by Dakota February 21General Troubleshooting
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  Apply Payment Dialog Always Initializes with "No Open Invoices"

  Closed Dakota 26 views 3 comments 0 points Most recent by Coach Jon February 21General Troubleshooting
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  Merged: Health Equity - FDP-108 (edited)

  Closed ZeeBo22 11 views 0 comments 0 points Most recent by Coach Jon February 20Adding and Updating Accounts
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  No recurring transaction indicator

  Closed DMarshall 28 views 2 comments 0 points Most recent by DMarshall February 20Report a Bug
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  Fidelity Elan credit card transaction update delays (edited)

  Closed RobI 138 views 13 comments 1 point Most recent by SRC54 February 20Adding and Updating Accounts
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  Unchecking "Invoice payment" on Split Transaction Always Results In "Uncategorized" Split

  Closed Dakota 25 views 1 comment 0 points Most recent by Coach Jon February 20General Troubleshooting
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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 14 views 0 comments 2 points Most recent by Caradean28 February 20Feature Requests
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  Baird Account Missing Holdings (edited)

  Closed disc2120 93 views 14 comments 0 points Most recent by Coach Natalie February 20Investments
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  Web Releases 6.7.0 & 6.7.1

  Closed Coach Natalie 244 views 0 comments -1 point Most recent by Coach Natalie February 20Updates From the Product Team
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  Web App: Ability to show reminder carousel but collapse cash flow graph (edited)

  Active DryHeat 20 views 2 comments 3 points Most recent by EL1234 February 20Feature Requests
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  Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited)

  Closed TJ_JR2 495 views 19 comments 2 points Most recent by amedina February 20Adding and Updating Accounts
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  Merged: HSA Bank - Unable to add HSA Invest Account (edited)

  Closed GlobalChanges 1 view 0 comments 0 points Most recent by GlobalChanges February 19Adding and Updating Accounts
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  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 28 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests
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  Deleting Future Reminder (not next reminder) deletes previous reminders

  Closed RobWilk 37 views 4 comments 0 points Most recent by EL1234 February 19Troubleshooting
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  Investment Report Request: Heat Map

  Closed bsmorovitz 33 views 1 comment 1 point Most recent by Coach Jon February 19Investments
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  Merged: Bank Payee field

  Closed DryHeat 1 view 0 comments 0 points Most recent by DryHeat February 19Managing Your Transactions
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  Automatically update accounts in the background without having to login (edited)

  Active bobluck 337 views 9 comments 33 points Most recent by AlbFer February 19Feature Requests
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  Merged: Consider only a Percentage of the Account Balance for Net Worth

  Closed Shibin Ishaque 1 view 0 comments 0 points Most recent by Shibin Ishaque February 19Using the Net Worth Feature
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  Can we apply an exchange rate for an account?

  Closed SROBERTS 16 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 30 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  How to Invoice Clients for Incurred Expenses

  Answered ✓ Closed Mortimer Duke 29 views 2 comments 0 points Most recent by Coach Jon February 18Invoices, Estimates, & Sales Receipts
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  Please add Mazda Financing

  In Review Annie 438 views 15 comments 14 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  Second United Wholesale Mortgage URL

  In Review monroe 1.2K views 25 comments 10 points Most recent by kevsty1990 February 18Report Missing Financial Institution or Biller
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  HealthEquity HSA Investment Account Missing

  Closed aqua 158 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  CareCredit account no longer available to connect after login portal migration (FDP-103)

  Closed daeSTorm 172 views 6 comments 1 point Most recent by daeSTorm February 18Adding and Updating Accounts
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 19 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  Historical data for some accounts not being pulled in

  Closed System 21 views 2 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts