Recent Discussions

Discussion List

• 
  Merged: Additional Cash Flow Visibility

  Closed dblever1 1 view 0 comments 1 point Most recent by dblever1 February 12Feature Requests
• 
  It's taking at least 2 business days for my bank transactions to show - First National Bank of Omaha

  Closed Ann2020 210 views 23 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts
• 
  7

  Up
  Support for Aven Credit Cards

  important influx 214 views 8 comments 7 points Most recent by important influx February 12Report Missing Financial Institution or Biller
• 
  Care Code 417/FDP-185/325 error with Empower (edited)

  Closed System 140 views 11 comments 0 points Most recent by ainsliejohn February 12Adding and Updating Accounts
• 
  No Bilt 2.0 Integration- I'm forced to cancel Quicken

  Closed Bc z 86 views 1 comment 0 points Most recent by Coach Jon February 12Feedback
• 
  Principal Financial Group account not pulling current balance

  Closed adh289 18 views 1 comment 0 points Most recent by Coach Natalie February 12Adding and Updating Accounts
• 
  Transactions Found shows wrong count on mobile (edited)

  Closed davidcwalls 44 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting
• 
  Split Transaction across multiple months

  Closed DanPC80 81 views 3 comments 0 points Most recent by EL1234 February 12Managing Your Transactions
• 
  3

  Up Down
  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 14 views 0 comments 3 points Most recent by hyandow February 12Feature Requests
• 
  New Feature Alert: Transaction List Update!

  Closed Coach Natalie 1.2K views 3 comments 5 points Most recent by Coach Natalie February 12Updates From the Product Team
• 
  How do I apply electric and internet portions to a rental payment? (edited)

  Answered ✓ Closed CCJ 65 views 2 comments 0 points Most recent by Coach Jon February 11General Troubleshooting
• 
  Deleted Erroneous Tax Category and Quarterly Estimated Payment Subcategory Still Comes Back

  Closed SRC54 183 views 24 comments 0 points Most recent by SRC54 February 11Report a Bug
• 
  How to export Check Numbers? (edited)

  Answered ✓ Closed Mtnus 59 views 2 comments 0 points Most recent by Mtnus February 11General Troubleshooting
• 
  7

  Up Down
  Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

  Active Norm6257 74 views 3 comments 7 points Most recent by sbennet1 February 11Feature Requests
• 
  Prompt Payer Badge… I WAS doing so well!

  Closed DannyB 1.2K views 68 comments 1 point Most recent by Coach Natalie February 11Report a Bug
• 
  ONGOING 2/11/26: Macy's Credit Card returns an FDP-176 error

  Coach Natalie 70 views 1 comment 0 points Most recent by Coach Natalie February 11Current Online Banking Issues
• 
  1
  Kraken

  Completed Closed Kevin Steinke 34 views 1 comment 1 point Most recent by Coach Natalie February 11Report Missing Financial Institution or Biller
• 
  Chase Bank FDP-350

  Closed iakoubtchik 62 views 3 comments 0 points Most recent by nrp06 February 11Adding and Updating Accounts
• 
  Temporary Double Counting of Investment Transfer Between Accounts

  Closed nrp06 240 views 18 comments 0 points Most recent by DryHeat February 10Investments
• 
  Merged: How I fixed Chase FDP-155/FDP-350 that happened today

  Closed nrp06 11 views 0 comments 1 point Most recent by Coach Jon February 10Adding and Updating Accounts
• 
  Savings Goals issue - Amount Available is Negative

  Closed System 54 views 5 comments 0 points Most recent by Coach Jon February 10Using Savings Goals
• 
  Show the different savings goals under accounts view

  Closed user5626 16 views 1 comment 0 points Most recent by Coach Natalie February 10Using Savings Goals
• 
  Please add Honda Financing

  Closed TwelveSilverPennies 35 views 3 comments 1 point Most recent by Coach Jon February 10Adding and Updating Accounts
• 
  Honda Financial Services hitting FDP 105 Error when trying to login

  Closed gkonidal 172 views 7 comments 1 point Most recent by Coach Jon February 10Adding and Updating Accounts
• 
  5

  Up Down
  Add ability to mark discussions as "read" in the Recent Discussions list

  Active DryHeat 28 views 0 comments 5 points Most recent by DryHeat February 10Feature Requests
• 
  Edit Layout of invoice

  Closed WittWMG 54 views 2 comments 2 points Most recent by Coach Natalie February 10Feedback
• 
  Add Investor 360

  Closed mikewest 91 views 2 comments 0 points Most recent by mikewest February 10Adding and Updating Accounts
• 
  PHH Mortgage $0 Loan Balance (edited)

  Closed Duke0486 346 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
• 
  Milliman Benefits Not Connecting - FDP-101 (edited)

  Closed lodenic 107 views 7 comments 0 points Most recent by lodenic February 9Adding and Updating Accounts
• 
  Editing the date on one side of a linked transaction is affecting the other side

  Closed ejs 127 views 9 comments 0 points Most recent by Coach Natalie February 9Troubleshooting