Recent Discussions

Discussion List

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  Web Release 4.14.0

  Closed Coach Natalie 555 views 0 comments 4 points Started by Coach Natalie June 2024 Updates From the Product Team
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  Merged: Pennymac still not fixed

  arvind 6 views 0 comments 0 points Started by arvind June 2024 Adding and Updating Accounts
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  Accessibility issue - don't automatically open the "New Transaction Rule"

  Closed J.A.W. 12 views 1 comment 0 points Most recent by Coach Jon June 2024Feedback
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  Closed accounts show [in the Accounts List] and total is not cleared

  Closed J.A.W. 23 views 1 comment 0 points Most recent by Coach Jon June 2024Report a Bug
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  Excluded transactions show up in a Watchlist

  Answered ✓ Closed Max1223 47 views 2 comments 1 point Most recent by Coach Jon June 2024Report a Bug
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  Cannot connect to E-Trade (FDP-103)

  Closed sakopov 122 views 6 comments 0 points Most recent by sakopov June 2024Adding and Updating Accounts
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  If you could take one prop from any film set, what would it be?

  Closed Coach Jon 171 views 9 comments 1 point Most recent by UrsulaA June 2024The Water Cooler
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  American Funds URL Change

  Closed Big Glass 164 views 1 comment 1 point Most recent by Coach Jon June 2024Adding and Updating Accounts
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  Support for Navia Benefits - HSA?

  Active cpeters 66 views 2 comments 3 points Most recent by rocktown12 June 2024Report Missing Financial Institution
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  16

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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 92 views 4 comments 16 points Most recent by Duke0486 June 2024Feature Requests
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  Editing linked transfer deletes one side of transaction

  Closed ejs 72 views 2 comments 1 point Most recent by Duke0486 June 2024Report a Bug
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  New Feature Alert: Zillow!

  Closed Coach Natalie 1.4K views 1 comment 6 points Most recent by Coach Natalie June 2024Updates From the Product Team
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  ridiculous delay

  Closed kleinoo 43 views 4 comments 1 point Most recent by N4KHQ June 2024Getting Started
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  Merged: Rules "contain"

  Arock77 7 views 0 comments 2 points Started by Arock77 June 2024 Feature Requests
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  Merged: Match a split transaction with either bill or income

  mthomas24 12 views 0 comments 2 points Started by mthomas24 June 2024 Feature Requests
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  iOS URL scheme

  Closed Humanleg86 78 views 9 comments 0 points Most recent by Coach Jon June 2024Troubleshooting
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  Weekly Expense Paid at End of Month

  Closed Mattman 43 views 3 comments 0 points Most recent by DannyB June 2024Bills and Income
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  Cetera and AdviceWorks

  Active bwinchester 227 views 11 comments 8 points Most recent by begones June 2024Report Missing Financial Institution
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  Citi account lost connection - reset connection fail

  Closed DannyB 70 views 1 comment 1 point Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  Lake Trust Credit Union credit card transactions not showing up (edited)

  Closed ffgwkljrrxje 344 views 39 comments 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  Add Desjardins (not Desjardins Bank NA or Desjardins Wealth Mgmt) [edited]

  Active Yanick Racicot 738 views 32 comments 3 points Most recent by MineOli June 2024Adding and Updating Accounts
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  Optum Financial (Previously ConnectYourCare) not connecting - Error FDP-102 / FDP-106 (edited)

  Closed nakada 747 views 43 comments 0 points Most recent by arvind June 2024Adding and Updating Accounts
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  Mark Future Bills as Paid

  Closed Gabrielle 43 views 2 comments 1 point Most recent by Stranger0715 June 2024Feedback
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  Login problem

  Closed JMMuleGA 65 views 4 comments 0 points Most recent by KrisR June 2024Troubleshooting
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  Merged: New Zillow integration not updating balance

  BrashPenguin 11 views 0 comments 0 points Started by BrashPenguin June 2024 Troubleshooting
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  Add Options for Different Budgeting Methods/Types

  Active derick03 37 views 3 comments 2 points Most recent by derick03 June 2024Feature Requests
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  Exclude transactions in Spending Plan by Account

  Closed jeff0001 17 views 1 comment 1 point Most recent by Coach Natalie June 2024Feedback
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  Deleting a future-dated transaction doesn't update the Projected Cash Flow graph (edited)

  RobWilk 64 views 7 comments 0 points Most recent by Coach Jon June 2024Report a Bug
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  "Withdrawal" transactions being assigned payee of "WalMart"

  Closed penndev 14 views 1 comment 0 points Most recent by DannyB June 2024Troubleshooting
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  Missing transactions and slow search

  Closed tmw24 14 views 1 comment 0 points Most recent by DannyB June 2024Adding and Updating Accounts