Recent Discussions

Discussion List

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  Discover Card - Missing Transactions (edited)

  Closed Goodnite 116 views 3 comments 1 point Most recent by Coach Jon May 2024Adding and Updating Accounts
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  US Bank IRA not showing up in account list

  Closed pblackston 38 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Can't connect to Members 1st FCU due to an FDP-102 error (edited)

  Closed ngc1977 33 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  When using rollover budget it should also the money from being "available" to contribute to goals.

  Closed insanenutman 60 views 4 comments 1 point Most recent by insanenutman May 2024Using the Spending Plan
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  How to manage foreign currency accounts?

  Answered ✓ Closed Christaaay 216 views 3 comments 0 points Most recent by Coach Jon May 2024Troubleshooting
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  Annual Planned Spending or other options besides Monthly [edited] (2 Merged Votes)

  Active chanceryder25 548 views 26 comments 75 points Most recent by Wedo778 May 2024Feature Requests
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  Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

  Active RobWilk 37 views 0 comments 4 points Started by RobWilk May 2024 Feature Requests
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  Peoples Bank Texas Personal

  Active TxAV 94 views 5 comments 1 point Most recent by TxAV May 2024Report Missing Financial Institution
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  reopen a closed account

  Answered ✓ Closed Janeborman 121 views 9 comments 1 point Most recent by DannyB May 2024Adding and Updating Accounts
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  Nelnet FDP-102 / FDP-155 (edited)

  Closed Sample5175 2.9K views 43 comments 4 points Most recent by Yarter25 May 2024Adding and Updating Accounts
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  Savings Goals Suggestions

  Closed Jds 43 views 2 comments 2 points Most recent by Jds May 2024Feedback
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  Merged: spending plan series not every month

  mikeb1 1 view 0 comments 2 points Started by mikeb1 May 2024 Feature Requests
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  Include multiple categories in a spending plan

  Closed yan5yug 55 views 1 comment 1 point Most recent by RobWilk May 2024Using the Spending Plan
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  AMEX doesn't connect. Just spins round and round.

  Closed jeremymoskowitz 118 views 3 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Splitting a transaction into two Payees

  Answered ✓ Closed 5thompson 52 views 1 comment 0 points Most recent by Coach Jon May 2024Managing Your Transactions
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  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 382 views 19 comments 27 points Most recent by balenblanken May 2024Feature Requests
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  Include Categories and/or Tags in "Link to Existing Recurring" dialog

  Active ajbopp 42 views 1 comment 4 points Most recent by WillardSB May 2024Feature Requests
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  Group recurring bills to one checking account

  Answered ✓ Closed Flynn 38 views 3 comments 0 points Most recent by Coach Natalie May 2024Bills and Income
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  Need to add BMO Business

  Active AAH 8 views 0 comments 1 point Started by AAH May 2024 Report Missing Financial Institution
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  Can't connect to HFS FCU Federal Credit Union FDP-105 error (edited)

  Closed Ciro 67 views 9 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  American Funds 401k missing Holdings (edited)

  Closed LyT 308 views 17 comments 0 points Most recent by Coach Natalie May 2024Investments
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  Ability to add Planned Income in Spending Plan [edited] (2 Merged Votes)

  Active EL1234 40 views 3 comments 2 points Most recent by EL1234 May 2024Feature Requests
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  Setting up a loan as an asset

  Answered ✓ Closed Samvet 81 views 1 comment 0 points Most recent by RobWilk May 2024Getting Started
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  I keep getting a "Care Code: to.100" error when I connect to PedFed.org

  Closed stevetal 40 views 3 comments 0 points Most recent by stevetal May 2024Adding and Updating Accounts
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  Vanguard FDP-105 error (edited)

  Closed miblack33 106 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  ESSA Bank & Trust FDP-102 error

  Closed System 17 views 4 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Please Add Wise.com (aka Transferwise)

  In Review TonyT 308 views 9 comments 2 points Most recent by bmacd615 May 2024Report Missing Financial Institution
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  America First Credit Union (AFCU) returning Care Code: FDP-101

  Closed doctboo 75 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Planned Spending Expense - Hover Amount Should be Unrounded "Spent" Amount (edited)

  In Review Veloz 89 views 6 comments 4 points Most recent by UrsulaA May 2024Feature Requests
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  Delete the associated Tag when a Savings Goal is deleted (edited)

  In Review pawebb 214 views 8 comments 13 points Most recent by DG1993 May 2024Feature Requests