Recent Discussions

Discussion List

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  2

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  Link account with Google Sheets

  Active Marcin 37 views 0 comments 2 points Started by Marcin June 2024 Feature Requests
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  Venmo credit card

  Active indymom_23 537 views 5 comments 10 points Most recent by Marcin June 2024Report Missing Financial Institution
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  4

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  Import transactions from bank notification emails

  Active Marcin 48 views 0 comments 4 points Started by Marcin June 2024 Feature Requests
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  Merged: Transaction Notes Visible in Reports

  RoyMath 3 views 0 comments 1 point Started by RoyMath June 2024 Feature Requests
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  Merged: Include account name in downloaded split transactions

  PMc 6 views 0 comments 1 point Started by PMc June 2024 Feature Requests
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  The Standard Retirement Plan Market Value Missing

  Closed cthomp 73 views 2 comments 0 points Most recent by Rick_B June 2024Adding and Updating Accounts
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  Equitable investment accounts broken

  Closed simplira 49 views 5 comments 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  FDP-106 error when attempting to connect to an brokerage account

  Closed bjschone 95 views 1 comment 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  Category vs Type in Schwab (SHB) Brokerage account

  Closed neon45 131 views 10 comments 0 points Most recent by neon45 June 2024Investments
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  Is Reports missing on web version?

  Answered ✓ Closed YvonneG 64 views 3 comments 0 points Most recent by YvonneG June 2024Using Reports
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  https://www.ubs.com/onesource/txn - not working

  Closed klarosa 33 views 1 comment 0 points Most recent by Coach Kristina June 2024Adding and Updating Accounts
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  PNC Health Savings Account- FDP-105

  Closed Luvy Arora 17 views 1 comment 0 points Most recent by Coach Kristina June 2024Adding and Updating Accounts
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  Morgan Stanley Stock Connect- FDP-103

  Closed Luvy Arora 78 views 1 comment 0 points Most recent by Coach Kristina June 2024Adding and Updating Accounts
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  Merged: Planned Spending planned vs actual improvements to get a better idea of current status [Edi…

  BudgetsAreSoFun 15 views 0 comments 1 point Started by BudgetsAreSoFun June 2024 Feature Requests
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  add https://www.bmoinvestorline.com/

  Closed ariwolph 20 views 1 comment 1 point Most recent by Coach Kristina June 2024Adding and Updating Accounts
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  Merged: monthly spending report comparison

  NickN 4 views 0 comments 1 point Started by NickN June 2024 Feature Requests
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  eShares / Carta FDP-105 for 3 years

  Closed Arlo 48 views 2 comments 0 points Most recent by Arlo June 2024Adding and Updating Accounts
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  Would like to add CSE FCU (csefcu.com) [edited]

  Active Gavin love 78 views 6 comments 3 points Most recent by Coach Kristina June 2024Report Missing Financial Institution
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  Canadian users be aware !!

  Closed np1 565 views 6 comments 0 points Most recent by jrkaine54 June 2024Feedback
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  Merged: Show Flags and Notes in Reports

  Max1223 9 views 0 comments 1 point Started by Max1223 June 2024 Feature Requests
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  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 91 views 2 comments 7 points Most recent by DannyB May 2024Feature Requests
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  Better view of Split transactions in the 'transaction' list

  Closed DM Nelson 32 views 1 comment 1 point Most recent by Coach Jon May 2024Feedback
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  Can't select tags with keyboard (edited)

  Closed dargnar 63 views 6 comments 0 points Most recent by Coach Natalie May 2024Report a Bug
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  Merged: Asset value - vehicle

  johngugel 4 views 0 comments 1 point Started by johngugel May 2024 Feature Requests
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  Can investment transactions be excluded from the transactions activity?

  Answered ✓ Closed Sandee 42 views 1 comment 0 points Most recent by DannyB May 2024Investments
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  Connect Biller does not work

  Closed sawilliams 81 views 2 comments 0 points Most recent by Coach Jon May 2024Bills and Income
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  50
  Add Zillow to Track Property Value (2 Merged Votes)

  Completed Closed zgarretson 16.2K views 218 comments 50 points Most recent by Coach Natalie May 2024Feature Requests
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  Zillow integration Awesome

  Closed FutureEye 36 views 1 comment 0 points Most recent by Coach Natalie May 2024Feedback
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  Chase Credit Card syncing transactions only for primary credit card user

  Answered ✓ Closed hicks 71 views 4 comments 0 points Most recent by hicks May 2024Adding and Updating Accounts
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  Net Worth Report doesn't match balance for mortgage account after importing history

  System 157 views 16 comments 1 point Most recent by Coach Jon May 2024Report a Bug