Recent Discussions

Discussion List

• 
  Link Manual Account to a Bank

  Answered ✓ Closed JFMAMJ 12 views 1 comment 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
• 
  Two Different Screens - Edge and Chrome

  Closed Dick_Davis 53 views 10 comments 0 points Most recent by Dick_Davis June 2025Troubleshooting
• 
  CFCU Community Credit Union - FDP-103 (edited)

  Closed MashaRasko 12 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 82 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
• 
  Empower will not link

  Closed mrocks013 12 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  2

  Up Down
  Recurring Credit Card Payments: Add an "Interest Saving Balance" Amount Option (edited)

  cloudquick 17 views 2 comments 2 points Most recent by cloudquick June 2025Feature Requests
• 
  5

  Up
  Add Jenius Bank (edited)

  Active Ken Ackerman 148 views 7 comments 5 points Most recent by mps79703 June 2025Report Missing Financial Institution
• 
  Merged: Jenius

  Closed mps79703 1 view 0 comments 1 point Started by mps79703 June 2025 Report Missing Financial Institution
• 
  FDP-103 error with Raymour and Flanagan store card (My Online Account) [edited]

  Closed mthoman1 16 views 4 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  "Skip this one" in Enter Expense Transaction window

  Closed Broven 2 views 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
• 
  Spending Plan "Planned Spending" Category Mergers And Rollover Changes/Inaccuracies

  Closed rmarcus88 56 views 5 comments 0 points Most recent by rmarcus88 June 2025Report a Bug
• 
  Review Marker Switched on After Editing a Transaction

  Closed Dick_Davis 51 views 11 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
• 
  1

  Up
  Add Farmers State Bank of Hoffman, Illinois (edited)

  Dcf0998 11 views 0 comments 1 point Started by Dcf0998 June 2025 Report Missing Financial Institution
• 
  Help managing an annual recurring bill...

  Closed cloudquick 63 views 9 comments 0 points Most recent by cloudquick June 2025Bills and Income
• 
  Lowe's Commercial Card FDP-101 error (edited)

  Closed LukeNM 70 views 12 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  How to add merchants and marine bank (edited)

  Closed DJmoney 14 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  How Do I Know Which Accounts Are Using 0Auth?

  Answered ✓ Closed sjc314 24 views 3 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  2

  Up Down
  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
• 
  Mortgage Transactions (Principle, Interest, and Escrow)

  Answered ✓ Closed Dick_Davis 31 views 2 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
• 
  6

  Up Down
  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 42 views 4 comments 6 points Most recent by egal June 2025Feature Requests
• 
  How to account for Square credit card payment fees (edited)

  Closed Justjes 15 views 1 comment 0 points Most recent by Coach Jon June 2025General Troubleshooting
• 
  17
  Transamerica Retirement

  Completed Closed brittny 864 views 13 comments 17 points Most recent by suL33T June 2025Report Missing Financial Institution
• 
  Incorrect Date Account Last Updated

  Closed FBOL 92 views 15 comments 0 points Most recent by FBOL June 2025Troubleshooting
• 
  Are Citi Cards Broken Again?

  Closed TheReal702 38 views 4 comments 0 points Most recent by TheReal702 June 2025Adding and Updating Accounts
• 
  Bank Reconciliation $50 Short in Q13

  Closed JG_1 18 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
• 
  Merrill Lynch returning FDP-106 error

  Closed jbardrof 48 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
• 
  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 210 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug
• 
  Transactions disappear when linked to recurring

  Closed bobmablob 332 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
• 
  3

  Up Down
  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 36 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
• 
  3

  Up Down
  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 73 views 4 comments 3 points Most recent by Coach Natalie June 2025Feature Requests