Recent Discussions

Discussion List

• 
  Issue with auto-categorization of Venmo account based off of name

  Closed ghin 86 views 3 comments 0 points Most recent by Coach Natalie May 17Adding and Updating Accounts
• 
  Unable to connect to flagstar mortgage FDP-103

  Closed Bdarnell 36 views 1 comment 0 points Most recent by Coach Jon May 17Adding and Updating Accounts
• 
  Discover Card - Missing Transactions (edited)

  Closed Goodnite 111 views 3 comments 1 point Most recent by Coach Jon May 17Adding and Updating Accounts
• 
  US Bank IRA not showing up in account list

  Closed pblackston 31 views 1 comment 0 points Most recent by Coach Jon May 17Adding and Updating Accounts
• 
  Can't connect to Members 1st FCU due to an FDP-102 error (edited)

  Closed ngc1977 32 views 1 comment 0 points Most recent by Coach Jon May 17Adding and Updating Accounts
• 
  When using rollover budget it should also the money from being "available" to contribute to goals.

  Closed insanenutman 56 views 4 comments 1 point Most recent by insanenutman May 17Using the Spending Plan
• 
  How to manage foreign currency accounts?

  Answered ✓ Closed Christaaay 169 views 3 comments 0 points Most recent by Coach Jon May 17Troubleshooting
• 
  69

  Up Down
  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 512 views 26 comments 69 points Most recent by Wedo778 May 17Feature Requests
• 
  4

  Up Down
  Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

  Active RobWilk 37 views 0 comments 4 points Started by RobWilk May 17 Feature Requests
• 
  1

  Up
  Peoples Bank Texas Personal

  Active TxAV 94 views 5 comments 1 point Most recent by TxAV May 17Report Missing Financial Institution
• 
  reopen a closed account

  Answered ✓ Closed Janeborman 106 views 9 comments 0 points Most recent by DannyB May 17Adding and Updating Accounts
• 
  Nelnet FDP-102 / FDP-155 (edited)

  Closed Sample5175 2.7K views 43 comments 4 points Most recent by Yarter25 May 17Adding and Updating Accounts
• 
  Savings Goals Suggestions

  Closed Jds 43 views 2 comments 2 points Most recent by Jds May 17Feedback
• 
  Merged: spending plan series not every month

  mikeb1 1 view 0 comments 2 points Started by mikeb1 May 17 Feature Requests
• 
  Include multiple categories in a spending plan

  Closed yan5yug 47 views 1 comment 1 point Most recent by RobWilk May 16Using the Spending Plan
• 
  AMEX doesn't connect. Just spins round and round.

  Closed jeremymoskowitz 97 views 3 comments 0 points Most recent by Coach Jon May 16Adding and Updating Accounts
• 
  Splitting a transaction into two Payees

  Answered ✓ Closed 5thompson 47 views 1 comment 0 points Most recent by Coach Jon May 16Managing Your Transactions
• 
  27

  Up Down
  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 375 views 19 comments 27 points Most recent by balenblanken May 16Feature Requests
• 
  17

  Up Down
  Ability to visualize my data using a Sankey diagram (edited)

  Active Pchamb1998 398 views 9 comments 17 points Most recent by njt May 16Feature Requests
• 
  4

  Up Down
  Include Categories and/or Tags in "Link to Existing Recurring" dialog

  Active ajbopp 42 views 1 comment 4 points Most recent by WillardSB May 16Feature Requests
• 
  Group recurring bills to one checking account

  Answered ✓ Closed Flynn 38 views 3 comments 0 points Most recent by Coach Natalie May 16Bills and Income
• 
  1

  Up
  Need to add BMO Business

  Active AAH 8 views 0 comments 1 point Started by AAH May 16 Report Missing Financial Institution
• 
  Can't connect to HFS FCU Federal Credit Union FDP-105 error (edited)

  Closed Ciro 67 views 9 comments 0 points Most recent by Coach Natalie May 16Adding and Updating Accounts
• 
  American Funds 401k missing Holdings (edited)

  Closed LyT 290 views 17 comments 0 points Most recent by Coach Natalie May 16Investments
• 
  2

  Up Down
  Ability to add Planned Income in Spending Plan [edited] (2 Merged Votes)

  Active EL1234 40 views 3 comments 2 points Most recent by EL1234 May 16Feature Requests
• 
  Setting up a loan as an asset

  Answered ✓ Closed Samvet 64 views 1 comment 0 points Most recent by RobWilk May 15Getting Started
• 
  I keep getting a "Care Code: to.100" error when I connect to PedFed.org

  Closed stevetal 38 views 3 comments 0 points Most recent by stevetal May 15Adding and Updating Accounts
• 
  Vanguard FDP-105 error (edited)

  Closed miblack33 103 views 1 comment 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
• 
  ESSA Bank & Trust FDP-102 error

  Closed System 17 views 4 comments 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
• 
  2

  Up
  Please Add Wise.com (aka Transferwise)

  In Review TonyT 292 views 9 comments 2 points Most recent by bmacd615 May 15Report Missing Financial Institution