Recent Discussions

Discussion List

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  Walgreens Credit Card

  In Review shaffer2 542 views 7 comments 5 points Most recent by rhachani July 2024Report Missing Financial Institution
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 75 views 0 comments 0 points Started by KB2014 July 2024 Investments
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  Quicken / Rocket Loans Connectivity

  Closed wedgeloop 29 views 1 comment 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts
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  Merged: Add support for MyWalgreens Mastercard

  rhachani 4 views 0 comments 1 point Started by rhachani July 2024 Report Missing Financial Institution
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  Merged: Apple Cash implementation

  Pmrussell892 4 views 0 comments 0 points Started by Pmrussell892 July 2024 Feedback
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  Unable to resolve Chase Account "needs attention"

  Closed lindsayla18 112 views 2 comments 0 points Most recent by lindsayla18 July 2024Adding and Updating Accounts
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  Transactions from Excluded Accounts Show in Spending Plan

  Closed donnajean 43 views 5 comments 0 points Most recent by Coach Jon July 2024Report a Bug
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  Net Worth Forecast

  Active ricklamb0810 99 views 2 comments 8 points Most recent by sawilliams July 2024Feature Requests
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  Disappearing transaction after savings goal contribution

  Closed tobyN 21 views 3 comments 0 points Most recent by tobyN July 2024Report a Bug
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  Error when updating older transaction: "Sorry, but we were unable to make your changes."

  Closed Peripety 79 views 4 comments 0 points Most recent by Peripety July 2024Report a Bug
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  Merged: Please add pension as an account type

  Bartman682 6 views 0 comments 1 point Started by Bartman682 July 2024 Feature Requests
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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 177 views 4 comments 10 points Most recent by Bartman682 July 2024Feature Requests
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  Reports Mess Up Payee Names

  Closed SRC54 220 views 28 comments 0 points Most recent by SRC54 July 2024Report a Bug
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  Optum FPD-103 error

  Closed System 283 views 17 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab

  Hackstar18 86 views 4 comments 1 point Most recent by Coach Jon July 2024Investments
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  Remember expanded/collapsed state of Accounts List, Transactions, & other elements (edited)

  Active Sstrico 503 views 25 comments 58 points Most recent by DK777 July 2024Feature Requests
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  Can I "start over" with recurring transfers?

  Closed DannyB 73 views 3 comments 0 points Most recent by Flopbot July 2024Using Transfers
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  0
  Add a product roadmap or list of what's being worked on (edited)

  Planned Chrobrego 725 views 23 comments 0 points Most recent by FutureEye July 2024Feature Requests
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  College Advantage 529 Aggregator (edited)

  Active AutoJunkie 267 views 13 comments 13 points Most recent by FutureEye July 2024Report Missing Financial Institution
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  Linked transfers that should not be linked!?

  Closed cowboydude99 44 views 6 comments 0 points Most recent by DannyB July 2024Troubleshooting
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  8
  Stop Savings Goals from counting in the Spending Plan upon expected completion (edited)

  Completed Closed Md2023 102 views 3 comments 8 points Most recent by Coach Natalie July 2024Feature Requests
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  Cancel & Refund

  Closed blp 82 views 5 comments 1 point Most recent by Coach Natalie July 2024Troubleshooting
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  Web Release 4.17.0

  Closed Coach Natalie 179 views 0 comments 2 points Started by Coach Natalie July 2024 Updates From the Product Team
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  Merged: Add more people to financial data space

  Justin F 4 views 0 comments 1 point Started by Justin F July 2024 Feature Requests
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  Just started, but I don't "get" how some things are handled - Questions

  Closed DDXdesign 299 views 22 comments 0 points Most recent by DannyB July 2024Bills and Income
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  Mobile Releases 5.9.0 & 5.9.1

  Closed Coach Natalie 127 views 0 comments 1 point Started by Coach Natalie July 2024 Updates From the Product Team
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  Spending Plan available spending per week (edited)

  Active joroad 17 views 4 comments 3 points Most recent by Coach Natalie July 2024Feature Requests
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  Empty Register with PayPal Credit Card (edited)

  Closed Phogramity 1.1K views 63 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  Maryland529 Aggregator Link (edited)

  Active BenTrackingFinances 45 views 0 comments 3 points Started by BenTrackingFinances July 2024 Report Missing Financial Institution
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  Manual Accrual or Liability Accounts

  Closed whoisbwood 52 views 2 comments 0 points Most recent by DannyB July 2024Adding and Updating Accounts