Recent Discussions

Discussion List

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  Net Worth Feature: Ability to have a yearly breakdown when viewing "All" (edited)

  Active zilacus 22 views 0 comments 1 point Started by zilacus October 16 Feature Requests
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  Investments: Add additional decimal points for fractional shares (edited)

  Active jwphillips 55 views 3 comments 5 points Most recent by jjjjjj October 16Feature Requests
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  Toggle to Include/Exclude Planned Spend and/or Transactions in Cashflow Projections

  Brent Sucher 63 views 1 comment 1 point Most recent by Coach Aldair October 15Projected Cash Flow
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  Web Releases 6.41.0 & 6.41.1

  Closed Coach Natalie 264 views 0 comments 0 points Started by Coach Natalie October 15 Updates From the Product Team
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  How to include Planned Spend in Cash Flow? (edited)

  Answered Jtroyano 89 views 2 comments 0 points Most recent by Jtroyano October 15Projected Cash Flow
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  Mobile Release 6.41.0

  Closed Coach Natalie 163 views 0 comments 0 points Started by Coach Natalie October 15 Updates From the Product Team
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  Can't add Vestwell 401k account after migrating from Guideline (edited)

  dabao01810 66 views 1 comment 0 points Most recent by Coach Aldair October 15Adding and Updating Accounts
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  Filtering on Action = "Payment/Deposit" returns zero rows (edited)

  ViceGrips 137 views 8 comments 0 points Most recent by ViceGrips October 15Report a Bug
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  Data connection problems

  jelguera 58 views 1 comment 0 points Most recent by Coach Aldair October 15Troubleshooting
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  Ability to set a flag color for all new transactions that download so they're flagged as "new"

  Active Dick_Davis 128 views 9 comments 2 points Most recent by SRC54 October 15Feature Requests
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  ONGOING 10/15/26: TreasuryDirect returns an FDP-101 error

  Coach Natalie 209 views 2 comments 0 points Most recent by Coach Natalie October 15Current Online Banking Issues
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  ONGOING 10/15/26: Paid reminders showing as past due on the mobile app

  Coach Natalie 533 views 2 comments 0 points Most recent by Coach Natalie October 15Known Product Issues
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  Merged: Archive or hide categories no longer being used.

  Closed msanders93 11 views 0 comments 2 points Started by msanders93 October 15 Feature Requests
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  Payee Renaming Algorithm Needs Work

  Jaylonious 82 views 3 comments 1 point Most recent by Coach Aldair October 14Feedback
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  How do we get the software engineers/PMs to use the forum posts directly?

  CatBot 67 views 2 comments 0 points Most recent by Coach Natalie October 14Feedback
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  How to connect multiple Vanguard logins? (edited)

  Answered leisterbrau 56 views 1 comment 0 points Most recent by Coach Aldair October 14Adding and Updating Accounts
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  Mini Project Plan

  Active Ponanu 39 views 4 comments 4 points Most recent by Coach Natalie October 14Feature Requests
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  “Select All” needed in Cash Flow report

  ChattMatt 46 views 1 comment 1 point Most recent by Coach Natalie October 14Projected Cash Flow
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  Concora

  Active Jmarcipratt 28 views 0 comments 1 point Started by Jmarcipratt October 14 Report Missing Financial Institution or Biller
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  Community: Put a link to add a suggestion in the top navigation menu (edited)

  Active ChattMatt 27 views 0 comments 1 point Started by ChattMatt October 14 Feature Requests
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  2

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  Add emoji download support when exporting to CSV (edited)

  Active DryHeat 77 views 3 comments 2 points Most recent by DryHeat October 13Feature Requests
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  ONGOING 10/13/26: Northwestern Mutual Insurance returns a 170 error

  Coach Natalie 387 views 2 comments 0 points Most recent by Coach Natalie October 13Current Online Banking Issues
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  Kudos to the new transaction search "shortcuts" button

  DavidB 44 views 1 comment 3 points Most recent by Coach Natalie October 13Feedback
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 189 views 4 comments 8 points Most recent by jrall411 October 13Feature Requests
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  Associate Tags with Categories

  kgl55428 76 views 2 comments 1 point Most recent by Flopbot October 13Categories and Tags
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  Onity Mortgage - Balance shows positive instead of negative

  System 202 views 11 comments 0 points Most recent by Duke0486 October 13Adding and Updating Accounts
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  Cannot connect to Northwestern Mutual Insurance - 170 error (edited)

  surfnsocal 408 views 11 comments 2 points Most recent by Terriers2007 October 12Adding and Updating Accounts
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  Bank of Lexington FDP-350 Error (Edited)

  Jlexky 103 views 7 comments 0 points Most recent by Coach Natalie October 12Adding and Updating Accounts
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  Huntington National Bank - Transactions not downloading

  System 147 views 3 comments 0 points Most recent by GregK October 12Adding and Updating Accounts
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  Duplicate Recurring Series When Linking From a Transaction on Mobile (edited)

  jgold1996 138 views 5 comments 0 points Most recent by Coach Natalie October 12Troubleshooting