Recent Discussions

Discussion List

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  Web Release 6.25.0

  Closed Coach Natalie 227 views 0 comments 1 point Started by Coach Natalie June 25 Updates From the Product Team
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  [ONGOING] 6/11/26: Venmo - Inverse Balances

  Coach Jon 91 views 1 comment 0 points Most recent by Coach Natalie June 25Current Online Banking Issues
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  [ONGOING] 6/11/26: California Coast Credit Union returning FDP-103 and FDP-106 errors

  Coach Natalie 91 views 1 comment 0 points Most recent by Coach Natalie June 25Current Online Banking Issues
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  Empower Retirement Account: Error: Care Code 325

  geewiz2k1 57 views 4 comments 0 points Most recent by geewiz2k1 June 25Adding and Updating Accounts
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  New Feature Alert: Enhanced Transaction List Toolbar!

  Announcement Closed Coach Natalie 495 views 1 comment 2 points Most recent by Coach Natalie June 25Updates From the Product Team
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  FDP-192 with WageWorks (HealthEquity) (edited)

  cruisencode 138 views 8 comments 0 points Most recent by amdavadi June 25Adding and Updating Accounts
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  Timing of transfers and how Net Worth reflects the transfers

  lwyman 74 views 5 comments 0 points Most recent by EL1234 June 25Using the Net Worth Feature
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  Unable to link separate accounts (spouse's and mine) with Capital One (edited)

  MorganNalley 39 views 1 comment 0 points Most recent by Coach Jon June 24Adding and Updating Accounts
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  Show Income before Bills on Cash Flow when both land on the same day (edited)

  Active Pmrussell892 245 views 11 comments 11 points Most recent by ChrisWT314 June 24Feature Requests
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  Entering Transaction Even at 730am Still Defaulting to Yesterday's Date

  SRC54 107 views 10 comments 0 points Most recent by EL1234 June 24Feedback
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  Randolph-Brooks FCU - persistent requirement to enter MFA each time (edited)

  Alamotech 26 views 1 comment 0 points Most recent by Coach Jon June 24Adding and Updating Accounts
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  Midland National Annuity FDP-106/FDP-108 (edited)

  PJLmoney 356 views 38 comments 0 points Most recent by Coach Natalie June 24Adding and Updating Accounts
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  Merged: Projected cash flow: show credits before debits?

  Closed ChrisWT314 24 views 0 comments 3 points Most recent by EL1234 June 24Feature Requests
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  Student Loan Servicer Account Links

  Dereck & Aika 27 views 1 comment 1 point Most recent by Coach Jon June 23Adding and Updating Accounts
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  Three transactions posted as PENDING then dropped from Register

  fromawayme 38 views 3 comments 0 points Most recent by fromawayme June 23Troubleshooting
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  Freedom Mortgage - Inverted Account Balance (edited)

  MDGuy25 32 views 1 comment 0 points Most recent by Coach Natalie June 23Adding and Updating Accounts
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  Merged: Bulk Edit Transactions on Mobile App

  Closed virtualuser 12 views 0 comments 1 point Most recent by SRC54 June 23Feature Requests
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  Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

  Active WWi 2.5K views 37 comments 73 points Most recent by SRC54 June 23Feature Requests
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  We want your feedback for credit card details!

  Closed Coach Natalie 164 views 7 comments 0 points Most recent by virtualuser June 23Announcements
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  Rules not reliably applying to existing transactions (Payee/Category)

  dfmarcus03 49 views 4 comments 1 point Most recent by Coach Jon June 22Troubleshooting
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  AMEX HYSA disconnected

  Mysha16 37 views 1 comment 0 points Most recent by Coach Jon June 22Adding and Updating Accounts
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  [ONGOING] 6/8/26: State Employees Credit Union - NC returns FDP-106 error

  Coach Jon 554 views 1 comment 1 point Most recent by Coach Jon June 22Current Online Banking Issues
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  Recurring Transfer History does not display in the series details if the recurring amount is $0

  Jenny T 108 views 10 comments 0 points Most recent by Coach Natalie June 22Report a Bug
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.7K views 102 comments 53 points Most recent by rlorcro June 21Report Missing Financial Institution or Biller
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  Support Chatbot should allow case submissions after business hours (edited)

  Active EL1234 51 views 3 comments 3 points Most recent by SRC54 June 21Feature Requests
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  Investment Cost Basis Field Locked & Manual Edits Reverted to Broker Data (edited)

  rosachin21k 51 views 3 comments 0 points Most recent by Coach Kristina June 20Troubleshooting
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  Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)

  In Review mcjerbons 3.3K views 68 comments 228 points Most recent by Max1223 June 20Feature Requests
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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 219 views 6 comments 11 points Most recent by Max1223 June 20Feature Requests
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  Light/Dark Theme Based on System Preference

  Completed bears007 264 views 7 comments 14 points Most recent by SRC54 June 20Feature Requests
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  iPhone Face ID integration for logging in (edited)

  Active Par2020 30 views 1 comment 2 points Most recent by SRC54 June 20Feature Requests