Recent Discussions

Discussion List

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  Web Release 6.6.0

  Closed Coach Natalie 241 views 0 comments 0 points Most recent by Coach Natalie February 13Updates From the Product Team
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  Mobile Releases 6.6.0 & 6.6.1

  Closed Coach Natalie 183 views 0 comments 0 points Most recent by Coach Natalie February 13Updates From the Product Team
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  Having trouble adding 401k through Alight (Something went wrong error) [edited]

  Closed BobH 92 views 2 comments 0 points Most recent by BobH February 13Adding and Updating Accounts
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  HSA Bank - Known Issue Prioritization (edited)

  Closed GlobalChanges 81 views 1 comment 1 point Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Merging investment accounts

  Answered ✓ Closed Cinna 101 views 3 comments 0 points Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 1 view 0 comments 1 point Most recent by mjrmotion February 13Feature Requests
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  ADP Retd. Services - FDP-101 error

  Closed System 105 views 5 comments 0 points Most recent by jf300 February 13Adding and Updating Accounts
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  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed Closed CEBrown 102 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
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  77
  Add support for BILT Rewards Mastercard

  Completed Closed 7brian 3.1K views 62 comments 77 points Most recent by RetiredGuy1952 February 13Report Missing Financial Institution or Biller
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  Merged: Simplify - Please bring back column auto-sizing!!

  Closed rodneydm247 11 views 0 comments 1 point Most recent by EL1234 February 13Feedback
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  1

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  Add Institution Clean Energy Credit Union

  In Review jtalusik 23 views 1 comment 1 point Most recent by Natural-Insight February 13Report Missing Financial Institution or Biller
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  6

  Up
  Metlife HSA (edited)

  Active FutureEye 343 views 14 comments 6 points Most recent by FutureEye February 13Report Missing Financial Institution or Biller
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  Nationwide Retirement Login giving error FDP 102

  Closed FutureEye 361 views 25 comments 0 points Most recent by FutureEye February 13Adding and Updating Accounts
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  Macys credit returning 102 error

  Closed FutureEye 23 views 2 comments 0 points Most recent by FutureEye February 13Adding and Updating Accounts
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  Nationwide Retirement Solutions - You have already added all your accounts (edited)

  Closed davidsonj 142 views 7 comments 0 points Most recent by FutureEye February 13Adding and Updating Accounts
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  Merged: Reports doesn't chart child and top-level categories together

  Closed BradleyBenSmith 1 view 0 comments 0 points Most recent by DryHeat February 13Report a Bug
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  Manual Transfer Linking Bug

  Closed N4KHQ 232 views 22 comments 0 points Most recent by N4KHQ February 13Troubleshooting
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  Empower disconnected - Care Code: FDP-6000

  Closed nrp06 651 views 26 comments 1 point Most recent by nrp06 February 12Adding and Updating Accounts
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  8
  Conversational AI Analytics

  Completed Closed ferndot 185 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  26
  Ability to Filter Transactions by an Amount Range (edited)

  Completed Closed Money Manager 243 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
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  Merged: Additional Cash Flow Visibility

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

  Closed Ann2020 271 views 23 comments 0 points Most recent by Coach Jon February 12Adding and Updating Accounts
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  7

  Up
  Support for Aven Credit Cards

  Active important influx 244 views 8 comments 7 points Most recent by important influx February 12Report Missing Financial Institution or Biller
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  Care Code 417/FDP-185/325 error with Empower (edited)

  Closed System 183 views 11 comments 0 points Most recent by ainsliejohn February 12Adding and Updating Accounts
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  No Bilt 2.0 Integration- I'm forced to cancel Quicken

  Closed Bc z 102 views 1 comment 0 points Most recent by Coach Jon February 12Feedback
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  Principal Financial Group account not pulling current balance

  Closed adh289 14 views 1 comment 0 points Most recent by Coach Natalie February 12Adding and Updating Accounts
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  Transactions Found shows wrong count on mobile (edited)

  Closed davidcwalls 51 views 4 comments 0 points Most recent by Coach Natalie February 12Troubleshooting
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  Split Transaction across multiple months

  Closed DanPC80 112 views 3 comments 0 points Most recent by EL1234 February 12Managing Your Transactions
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  3

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

  Active hyandow 11 views 0 comments 3 points Most recent by hyandow February 12Feature Requests
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  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