Recent Discussions

Discussion List

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  Ability to create a Transaction Rule to not modify the payee name sent by the bank (edited)

  js100 28 views 1 comment 2 points Most recent by EL1234 January 12Feature Requests
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 153 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  Merged: "Link to existing recurring" does not automatically update the payee and category

  Closed rise 1 view 0 comments 0 points Most recent by rise January 12Report a Bug
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  hitting Enter after inputting "Notes" in transaction columns view is cumbersome

  Closed scotte 66 views 8 comments 3 points Most recent by EL1234 January 12Managing Your Transactions
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  Elevations Care Code FDP-7500

  Closed System 28 views 2 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  Closed subiemat 80 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Merged: Target Circle card - transactions not downloading (edited)

  Closed elvisize 1 view 0 comments 0 points Most recent by elvisize January 12Adding and Updating Accounts
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  Thrivent Financial error code FDP-101

  Closed mglam2304 82 views 9 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Unable to add Movement Mortgage (FDP-155)

  Closed vipsclt 27 views 5 comments 1 point Most recent by Coach Natalie January 12Adding and Updating Accounts
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  Web version does not have a "Add a fixed date" button on recurring multiple dates screen

  Closed sbennet1 36 views 6 comments 0 points Most recent by DryHeat January 12Report a Bug
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  Add a Savings Goal Journal (edited)

  Active Hover2mach 18 views 1 comment 5 points Most recent by DryHeat January 12Feature Requests
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  3

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  Contribute to Savings Goals Notification - Exclude Future Goals (edited)

  Active Hover2mach 13 views 1 comment 3 points Most recent by Hover2mach January 12Feature Requests
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  Merged: Savings Goals Sort

  Closed Hover2mach 1 view 0 comments 1 point Most recent by Hover2mach January 12Feature Requests
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  Ability to add notes to Savings Goals (edited)

  Active Hover2mach 4 views 0 comments 5 points Most recent by Hover2mach January 12Feature Requests
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  Huntington FDP-105

  Closed botjnilt 68 views 4 comments 0 points Most recent by botjnilt January 12Adding and Updating Accounts
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  Mistakenly updated transaction to a future date - now I cannot find it

  Answered ✓ Closed Mango2024 69 views 3 comments 0 points Most recent by EL1234 January 11Managing Your Transactions
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  Can new options be added to the Industry selection list?

  Closed Randolph 17 views 1 comment 0 points Most recent by Coach Kristina January 11Managing Businesses
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  Help setting up new categories and subcategories (edited)

  Answered ✓ Closed jmhull67 196 views 3 comments 0 points Most recent by sbennet1 January 11Categories and Tags
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  EQ Bank - Error FDP-187

  Closed donnajean 61 views 3 comments 0 points Most recent by donnajean January 11Adding and Updating Accounts
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  Merged: Payment Submitted Indicator

  Closed mamerica 1 view 0 comments 1 point Most recent by RobWilk January 11Feature Requests
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  Projected Cash Flow is inaccurate

  Closed Joe M 37 views 1 comment 0 points Most recent by RobWilk January 11Projected Cash Flow
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  Can I create a recurring bill that includes splits?

  Answered ✓ Closed tillymama 36 views 1 comment 0 points Most recent by EL1234 January 11Bills and Income
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  Unable to add Ohio Advantage 529 -FDP-103

  Closed vipsclt 19 views 2 comments 0 points Most recent by vipsclt January 10Adding and Updating Accounts
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  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 10Adding and Updating Accounts
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  Add new Investment Account CalSavers Traditional and Roth IRA

  Closed steph5471 17 views 1 comment 1 point Most recent by Coach Kristina January 10Adding and Updating Accounts
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  Spending Plan - Adjusting for Paycheck Coming in prior month

  Closed fantasmic 24 views 2 comments 0 points Most recent by SRC54 January 10Using the Spending Plan
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  Merged: Filter by day of month in the transaction register and the amount high and low.

  Closed sbennet1 1 view 0 comments 1 point Most recent by sbennet1 January 9Feature Requests
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  Merged: Investor 360

  Closed Tabbykat 403 1 view 0 comments 1 point Most recent by Tabbykat 403 January 9Report Missing Financial Institution or Biller
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  In expense report, why are subcategories not grouped with their main category?

  Closed Midwest867 46 views 7 comments 0 points Most recent by SRC54 January 9General Troubleshooting
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  UAS Connect Account connecting but showing $0 balance

  Closed mscemcee 52 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts