Recent Discussions

Discussion List

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  Missing WEA Bennefits (Wisconsin Teacher's 403b retirement)

  Active Matt Anfang 34 views 3 comments 1 point Most recent by Matt Anfang October 2025Report Missing Financial Institution
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  Editing linked transfer deletes one side of transaction

  ejs 109 views 4 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Issues with bulk un-excluding transactions

  System 118 views 11 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  "Delete Series" from the Edit Series window does not show a confirmation dialog (edited)

  ajbopp 61 views 6 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Did the "Top Spending" card on mobile always have this much white space?

  Closed RockLee 135 views 7 comments 0 points Most recent by Coach Natalie October 2025Using the Dashboard
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  Savings Goals: Last decimal place is truncated sometimes

  ajbopp 38 views 3 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Transaction History Settings

  UrsulaA 642 views 22 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Reports using Tags bug or unexpected behavior

  Max1223 131 views 8 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Failure to deselect the previous box when adding Tags to transactions (edited)

  Closed Philk 144 views 9 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  Spending Over Time Report: Months Overlap Each Other (edited)

  RobWilk 62 views 7 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  "Calm and In Control" achievements not working for me

  RobWilk 163 views 17 comments 1 point Most recent by Coach Natalie October 2025Report a Bug
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  Bill Connect: Broadview Federal Credit Union

  Completed Closed VOB74 22 views 1 comment 1 point Most recent by Coach Natalie October 2025Report Missing Financial Institution
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  4
  Bill Connect: Bank of America (edited)

  Completed Closed bobmablob 142 views 3 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Bill Connect: Add Citi Credit Cards (edited)

  Completed Closed Anthony 101 373 views 7 comments 14 points Most recent by Coach Natalie October 2025Report Missing Financial Institution
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  15
  Bill Connect: Chase Credit Cards (edited)

  Completed Closed Jaydam 227 views 7 comments 15 points Most recent by Coach Natalie October 2025Report Missing Financial Institution
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  Add an "Account" column/view to the Investments Portfolio page (edited)

  Active Gerry C 22 views 2 comments 4 points Most recent by Coach Natalie October 2025Feature Requests
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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 76 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Merged: Can’t connect HealthEquity

  Closed JTubb 1 view 0 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
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  Quicken AI - What is the benefit?

  Closed DannyB 117 views 6 comments 0 points Most recent by SRC54 October 2025Feedback
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  Add an HSA Investment account type (edited)

  In Review MDG39518 1K views 22 comments 112 points Most recent by Marquette42 October 2025Feature Requests
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  Unable to scroll to the bottom of the navigation menu and other pages on tablet web browser (edited)

  Jlexky 272 views 35 comments 0 points Most recent by Jlexky October 2025Troubleshooting
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  Web Releases 4.78.0 & 4.78.1

  Closed Coach Natalie 255 views 0 comments 1 point Started by Coach Natalie October 2025 Updates From the Product Team
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  Deleted Savings Goal Still Showing in Savings Account (edited)

  Closed imigg 31 views 4 comments 0 points Most recent by Coach Natalie October 2025Troubleshooting
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  "Notes" cannot be updated from Transactions page

  Closed ag123 26 views 4 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  American Express Connection Acting Up But Working

  Closed SRC54 24 views 1 comment 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Year over year Monthly Reports

  Closed DCDaveC 13 views 1 comment 3 points Most recent by Coach Natalie October 2025Feedback
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  Stripe is not updating at all, if I disconnect the account make a new connection everything downloa

  Closed Drummer Boy Condo 11 views 1 comment 0 points Most recent by Coach Natalie October 2025General Troubleshooting
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  "Saved for goals" shows $0

  Closed System 21 views 3 comments 0 points Most recent by Etch44 October 2025Report a Bug
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  Lost connection to Bank of America Card

  Closed N4KHQ 11 views 0 comments 1 point Started by N4KHQ October 2025 Adding and Updating Accounts
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  Foreign share market share price updates

  Closed Mining Limey 11 views 1 comment 2 points Most recent by SRC54 October 2025Feedback