Recent Discussions

Discussion List

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  116
  Split Transactions - Add "Note" field to each split (1 Merged Vote)

  Completed Closed 2sonsjim 2.2K views 56 comments 116 points Most recent by Coach Natalie April 16Feature Requests
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  create rule based on transaction action

  Closed dcohen92 31 views 1 comment 0 points Most recent by Coach Jon April 16Feedback
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  Add “Split by Percentage” Option to splits. (edited)

  In Review Flopbot 543 views 17 comments 15 points Most recent by Roux April 16Feature Requests
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  Escape key to dismiss modals forces a scroll to the top of the transaction list

  Closed bling 90 views 5 comments 1 point Most recent by Coach Natalie April 16Report a Bug
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  Retirement Planner: Allow for a change in circumstances at a certain future time (edited)

  Active BHazeltine 17 views 1 comment 2 points Most recent by Coach Natalie April 16Feature Requests
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  Splitting Transactions between 2 companies and personal via rules? (edited)

  Closed Jodi Birston 89 views 2 comments 0 points Most recent by EL1234 April 16Managing Your Transactions
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  American Funds (capitalgroup.com) 103 error with Finicity [edited]

  Closed AdkinsDebtDiet 348 views 7 comments 1 point Most recent by Coach Jon April 15Adding and Updating Accounts
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  Lake Trust Credit Union Personal is no longer available to connect to (edited)

  Closed Colonel Snafu 462 views 20 comments 1 point Most recent by JC. April 15Adding and Updating Accounts
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  Pending transaction disappears

  Closed KB2014 215 views 11 comments 0 points Most recent by KB2014 April 15Troubleshooting
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  Unable to link Merrill Lynch Benefits Online - FDP-5002 (edited)

  Closed Supply3588 171 views 1 comment 0 points Most recent by Coach Jon April 15Adding and Updating Accounts
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  Recurring Transactions with programmable variables (edited)

  Active avihawver 142 views 3 comments 2 points Most recent by EL1234 April 15Feature Requests
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  When splitting a transaction with filters set, my sort order gets reset

  Closed System 74 views 5 comments 0 points Most recent by EL1234 April 15Troubleshooting
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  Kelley Blue Book Integration: Share your feedback here!

  Closed Coach Natalie 974 views 34 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Privacy Mode: Share your feedback here!

  Closed Coach Natalie 379 views 19 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Spending and Income Tabs in Your Registers: Share your feedback here!

  Closed Coach Natalie 297 views 12 comments 0 points Most recent by Coach Natalie April 15Feedback
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  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 2.2K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  Why does my Savings Goal appear in Spending Plan months past its target date?

  Answered ✓ Closed tylermdunn 110 views 4 comments 0 points Most recent by DryHeat April 15Using Savings Goals
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  Merged: New Saved Reports Feature

  Closed lwyman 1 view 0 comments 0 points Started by lwyman April 14 Using Reports
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  iOS transaction rules - ability to create a rule from a transaction (edited)

  Closed MrCash55 72 views 1 comment 0 points Most recent by Coach Natalie April 14Managing Your Transactions
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  Report not showing data even though I removed exclude from reports checkbox

  Closed JBGtheboss 148 views 6 comments 0 points Most recent by SRC54 April 14Troubleshooting
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  Merged: Raymond James Financial not connecting

  Closed MWA 1 view 0 comments 0 points Started by MWA April 14 Adding and Updating Accounts
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  Transaction List scroll jumps back to the top of the list (edited)

  Closed budgetj75 180 views 7 comments 0 points Most recent by budgetj75 April 14Report a Bug
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  Merged: Feature Suggestion: Add 'Notes' field for all recurring series

  Closed SL888 1 view 0 comments 1 point Started by SL888 April 13 Feature Requests
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  61

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  Payee Name wild cards for Transaction Rules [edited] (1 Merged Vote)

  Active Simon Jemani 1.5K views 16 comments 61 points Most recent by sbennet1 April 13Feature Requests
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  Hanscom Federal Credit Union Care Code: QCS-0429-2, FDP-103 (edited)

  Closed uvcatastrophe 93 views 3 comments 0 points Most recent by Coach Jon April 13Adding and Updating Accounts
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  Using "reviewed" to reconcile transactions on the mobile app? (edited)

  Answered ✓ Closed Riwri1 132 views 1 comment 0 points Most recent by Coach Jon April 13Managing Your Transactions
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  Tell us about the lies you tell... your budget!

  Closed Coach Jon 194 views 9 comments 1 point Most recent by EL1234 April 13The Water Cooler
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  LPL Connection Accounts not updating (edited)

  Closed DomB 252 views 10 comments 0 points Most recent by Coach Jon April 13Adding and Updating Accounts
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  Easier way to track shared expenses (edited)

  Closed Solom1ej 40 views 1 comment 0 points Most recent by DryHeat April 13Managing Your Transactions
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  US Bank Investments (US Bancorp Advisors)

  Closed sidewalkboots 95 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts