Recent Discussions

Discussion List

• 
  362
  Apple Card & Savings Accounts (2 Merged Votes)

  Completed Closed Chris Crosier 17.3K views 158 comments 362 points Most recent by Coach Natalie July 2024Report Missing Financial Institution
• 
  Quarterly pay in varying amounts

  Closed Jeffro14 176 views 11 comments 0 points Most recent by Jeffro14 July 2024Using the Spending Plan
• 
  Venmo connection issue, no error code

  Closed luarnmmm 25 views 2 comments 0 points Most recent by RobWilk July 2024Adding and Updating Accounts
• 
  Alliant credit union not connecting code FDP-105

  Closed captainkeithy 41 views 1 comment 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
• 
  FDP-103 https://www.ubs.com/onesource/txn

  Closed klarosa 26 views 1 comment 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
• 
  37

  Up Down
  Add a Dashboard widget that shows last month's vs current month's expenses for trends (edited)

  Active Tyrion 594 views 23 comments 37 points Most recent by RobWilk July 2024Feature Requests
• 
  Merged: Trend line graph for spending comparison

  Tessellate 3 views 0 comments 1 point Started by Tessellate July 2024 Feature Requests
• 
  37

  Up Down
  Allow Savings Goals to have full functionality of other accounts

  Active sNashville 282 views 12 comments 37 points Most recent by DannyB July 2024Feature Requests
• 
  -1

  Up Down
  Move Planned Spending to the Bills & Income section (edited)

  Active Humanleg86 36 views 4 comments -1 point Most recent by Wedo778 July 2024Feature Requests
• 
  Please refund me

  Closed 04villian 36 views 4 comments 0 points Most recent by nrp06 July 2024Troubleshooting
• 
  Merged: Quarterly pay in varying amounts

  Jeffro14 7 views 0 comments 0 points Started by Jeffro14 July 2024 Using the Spending Plan
• 
  Milliman Benefits lost connection and won't reconnect

  Closed Glennms 181 views 22 comments 1 point Most recent by vinceviloria July 2024Adding and Updating Accounts
• 
  Feedback on Apple Card integration

  Answered ✓ Closed Forteleza 98 views 1 comment 0 points Most recent by Coach Jon July 2024Feedback
• 
  1

  Up Down
  Add support for Mexico banks (edited)

  Active Alessandro Balcazar 24 views 0 comments 1 point Started by Alessandro Balcazar July 2024 Feature Requests
• 
  Merged: TD Retail Financing

  nmcmahon1215 9 views 0 comments 1 point Started by nmcmahon1215 July 2024 Report Missing Financial Institution
• 
  Issues in Microsoft Edge, Chase Bank, Fidelity, Quicken Support

  Closed OneThree 55 views 3 comments 0 points Most recent by DannyB July 2024Troubleshooting
• 
  Please add a way to add a category from the transaction

  Closed Paul Wood 44 views 2 comments 1 point Most recent by Coach Kristina July 2024Categories and Tags
• 
  American Express FDP-102 error

  Closed System 35 views 3 comments 0 points Most recent by Boydston July 2024Adding and Updating Accounts
• 
  Merged: Planned Spending 0 dollar expense

  Humanleg86 3 views 0 comments 1 point Started by Humanleg86 July 2024 Feature Requests
• 
  21
  Spending Plan, Watchlists, & Reports - Amount Displayed on Transaction List for Splits (edited)

  Completed Closed Flopbot 328 views 21 comments 21 points Most recent by RobWilk July 2024Feature Requests
• 
  Rules not working

  Closed scrabbledad 39 views 1 comment 0 points Most recent by Coach Jon July 2024Managing Your Transactions
• 
  Apple Card account (manual) and all transactions were removed (edited)

  Closed Dan6912 109 views 8 comments 0 points Most recent by Coach Marcus July 2024Troubleshooting
• 
  Refund (edited)

  Closed mikecheng2626 29 views 1 comment 1 point Most recent by Coach Jon July 2024Troubleshooting
• 
  The Net Worth report is confusing

  Closed perkin-warbeck 36 views 2 comments 0 points Most recent by Coach Jon July 2024Report a Bug
• 
  Is there a way to set the category amount to $0 for an individual category?

  Answered ✓ Closed jnjeffers 37 views 3 comments 0 points Most recent by jnjeffers July 2024Categories and Tags
• 
  USAA accounts not connecting correctly

  Closed juliansmith 175 views 7 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
• 
  How do I get started to enter info ?

  Answered ✓ Closed Dougray 58 views 2 comments 0 points Most recent by Dougray July 2024Getting Started
• 
  Merged: Planned Spending shows first subcategory instead of main category

  Wedo778 4 views 0 comments 1 point Started by Wedo778 July 2024 Report a Bug
• 
  5

  Up
  Carters Credit Card (by Comenity)

  In Review fredct 355 views 1 comment 5 points Most recent by sponomarenko July 2024Report Missing Financial Institution
• 
  Unable to connect to Truist (edited)

  Closed SemiGuy 108 views 4 comments 1 point Most recent by miket0429 July 2024Adding and Updating Accounts