Recent Discussions

Discussion List

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  I need Account Balance as of a prior date

  Closed oldit51 41 views 3 comments 0 points Most recent by oldit51 September 2025Using Reports
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  Merged: Deleted Savings Goals are still showing in Accounts

  Closed zedbra 1 view 0 comments 0 points Started by zedbra September 2025 Report a Bug
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  Principal - Impact 401K Not Working

  Closed aparys 174 views 8 comments 0 points Most recent by aparys September 2025Adding and Updating Accounts
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  6

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  Ability to view Subcategories in Watchlists (edited)

  Active jsy42 71 views 4 comments 6 points Most recent by Coastal September 2025Feature Requests
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 135 views 12 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  "net income" report is missing (edited)

  Closed JUST CHECKING 82 views 10 comments 2 points Most recent by Coach Natalie September 2025Using Reports
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  Net Income by Month - graph vertical axis

  Closed ab-maryland 1 view 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug
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  Venmo - Care Code: request-body-field-unsupported/FDP-103 error (edited)

  Closed Pilierp 142 views 7 comments 0 points Most recent by fromawayme September 2025Adding and Updating Accounts
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  8

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  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Active CEBrown 41 views 4 comments 8 points Most recent by Coach Natalie September 2025Feature Requests
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  10

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  End of year archive/processing (edited)

  Active rickthau 91 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 21 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 101 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 371 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 21 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  Merged: OnePay Bank

  Closed metamaterialsuit 91 views 0 comments 4 points Most recent by glennf14 September 2025Report Missing Financial Institution
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  Manual adding for Savings Goals

  Closed Sarahmaeb11 52 views 4 comments 1 point Most recent by Dick_Davis September 2025Using Savings Goals
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  Issue with searching transactions (edited)

  Closed Dick_Davis 51 views 7 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  [ONGOING] 7/16/25: Nordstrom Card Account - Reversed Transaction Amounts

  Closed Coach Natalie 211 views 4 comments 0 points Most recent by Coach Jon September 2025Current Online Banking Issues
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  Laurel Road returning FDP-105

  Closed MishaM 31 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Adding Chase and Wells Fargo accounts fails with 'Care Code: to.100' (edited)

  Closed ianvernon92 41 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Even out check arrival month in spending plan

  Closed resaxon 11 views 1 comment 2 points Most recent by Coach Natalie September 2025Feedback
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  Axos Bank and Other Connection Issues (edited)

  Closed cgoneal 31 views 3 comments 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Merged: Net Income Tab Missing

  Closed adeel khan 1 view 0 comments 0 points Started by adeel khan September 2025 Feedback
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  2

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  Add a Payee Filter for empty payee names (edited)

  N4KHQ 51 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
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  Auto Release in Spending Plan Not Working

  Closed housetr 31 views 4 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
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  Help with quickly catagorizing expenses...then getting specific reports

  Closed Georgia Man 21 views 1 comment 0 points Most recent by Coach Jon September 2025Using Reports
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  Pie vs Bar chart reports

  Closed CleoZ 12 views 2 comments 0 points Most recent by CleoZ September 2025Troubleshooting
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  Recurring Transactions are being excluded from Reports and Spending Plan

  Closed Dognose 41 views 4 comments 0 points Most recent by SRC54 September 2025Troubleshooting
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  Please Add NetXInvestor (non-Royal Alliance) [edited]

  Active Nishant 111 views 10 comments 4 points Most recent by Dognose September 2025Report Missing Financial Institution