Recent Discussions

Discussion List

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  Unable to search transactions by tag (edited)

  Lauriefalaurie 23 views 1 comment 2 points Most recent by Coach Natalie May 11Troubleshooting
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  Voya Financial won't reconnect - "No eligible accounts found"/"You have already added all accounts"

  sburley 255 views 27 comments 0 points Most recent by Coach Natalie May 11Adding and Updating Accounts
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  Merged: Remove Closed Accounts from Net Worth

  Closed LakGoy 12 views 0 comments 0 points Most recent by SRC54 May 11Using the Net Worth Feature
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  Merged: Automatic receipt scan/upload, attach to an entry, and proper export

  Closed en-chuan 4 views 0 comments 1 point Started by en-chuan May 11 Feature Requests
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  Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)

  Active iamsenthilprabu 162 views 5 comments 16 points Most recent by en-chuan May 11Feature Requests
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  Duplicate transactions issue with Barclays (edited)

  Cholewi1 57 views 5 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Bank of America not updating

  ctanenbaum 207 views 8 comments 0 points Most recent by Smile and Dance May 10Adding and Updating Accounts
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  Merged: FDP-390 We are unable to connect to Bank of America at this time. Please try again later.

  Closed Barb and Dale 54 views 0 comments 0 points Most recent by Coach Kristina May 10Adding and Updating Accounts
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  Loss Ability to Resize the Columns in Transaction List (edited)

  Dick_Davis 16 views 1 comment 0 points Most recent by DryHeat May 10Managing Your Transactions
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  Add 457b Retirement Account Type (edited)

  Active Domino82 149 views 9 comments 11 points Most recent by MoLOT! May 9Feature Requests
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  Ability to connect to the AI Chatbot Claude (edited)

  Active Kguess 33 views 0 comments 1 point Started by Kguess May 9 Feature Requests
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  Bill entries missing in the Spending Plan from month to month (edited)

  Quinho 25 views 3 comments 0 points Most recent by Coach Kristina May 9Using the Spending Plan
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  Unlinking an automatically linked reminder messed everything up

  EL1234 76 views 22 comments 0 points Most recent by EL1234 May 8Troubleshooting
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Altdata 25 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  How to export or print mobile reports? (edited)

  Answered ✓ Mortimer Duke 30 views 1 comment 0 points Most recent by Coach Jon May 8Business Reports
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  Unable to add PayPal Savings Account

  MONEYELLZ 25 views 1 comment 0 points Most recent by Coach Jon May 8Adding and Updating Accounts
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  Mobile Release 6.18.0

  Closed Coach Natalie 89 views 0 comments 0 points Started by Coach Natalie May 8 Updates From the Product Team
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  Mobile App: Add a 'Mark as Paid' option to reminders (edited)

  In Progress ChrisWT314 22 views 0 comments 1 point Started by ChrisWT314 May 8 Feature Requests
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  Merged: Add Vestwell 401k

  Closed Fiera24 43 views 0 comments 11 points Started by Fiera24 May 8 Report Missing Financial Institution or Biller
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  When will UBS connectivity be restored? FDP-103 (edited)

  kash80 50 views 4 comments 0 points Most recent by kash80 May 8Adding and Updating Accounts
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  Bill Connect: Georgia Power (edited)

  Active user293842894235 17 views 1 comment 2 points Most recent by SRC54 May 8Report Missing Financial Institution or Biller
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  Add Affirm Bank

  In Review rosalynraelyn 1.3K views 21 comments 27 points Most recent by xzessdnied May 8Report Missing Financial Institution or Biller
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  Add Ollo Credit Card

  Active EllieBean 29 views 1 comment 4 points Most recent by MONEYELLZ May 8Report Missing Financial Institution or Biller
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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 233 views 10 comments 29 points Most recent by oldit51 May 8Feature Requests
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  The black flag appears as a dusky blue color on mobile (edited)

  MatthewR 71 views 8 comments 0 points Most recent by Coach Natalie May 7Troubleshooting
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  New Feature Alert: Saved Reports!

  Announcement Closed Coach Natalie 276 views 1 comment 3 points Most recent by Coach Natalie May 7Updates From the Product Team
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  Capital Gains, Losses and Tax Reporting

  Mortimer Duke 29 views 2 comments 0 points Most recent by Mortimer Duke May 7Investments
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  Tax Mapping Transfers?

  Mortimer Duke 22 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Ability to Split Investment Transactions (edited)

  Active Jack74 150 views 7 comments 12 points Most recent by jaynono May 7Feature Requests
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  Bill Connect: Please add Avista Utilities (edited)

  Active Simmeltron 17 views 0 comments 1 point Started by Simmeltron May 7 Report Missing Financial Institution or Biller