Recent Discussions

Discussion List

• 
  0

  Up
  Add First Community Credit Union of Beloit, WI

  Active snichols777 2 views 0 comments 0 points Most recent by snichols777 August 2025Report Missing Financial Institution or Biller
• 
  Transaction automatically changed to "uncategorized" when switching from personal to business

  Closed Thoraidan 32 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting
• 
  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 32 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing Your Transactions
• 
  50

  Up Down
  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 565 views 26 comments 50 points Most recent by jagrock August 2025Feature Requests
• 
  Retirement Planner: Share your feedback here!

  Closed Coach Natalie 763 views 31 comments 3 points Most recent by Coach Natalie August 2025Feedback
• 
  Plans to support Aidvantage

  Closed Gel172 11 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Notes

  Closed Manuel M. 11 views 1 comment 1 point Most recent by Coach Jon August 2025Feedback
• 
  9

  Up Down
  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 112 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
• 
  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 28 views 2 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
• 
  Merged: Reporting - Budget & Planning

  Closed Manuel M. 1 view 0 comments 1 point Most recent by Manuel M. August 2025Feature Requests
• 
  97

  Up Down
  Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)

  Active chiefplt 670 views 27 comments 97 points Most recent by Manuel M. August 2025Feature Requests
• 
  Heads up

  Closed RobWilk 22 views 7 comments 0 points Most recent by SRC54 August 2025Using the Community
• 
  TastyWorks is now TastyTrade

  Closed ICCrush 46 views 2 comments 1 point Most recent by ICCrush August 2025Adding and Updating Accounts
• 
  How Can I Save Money Effectively?

  Closed jack145 80 views 3 comments 0 points Most recent by DannyB August 2025Introduce yourself!
• 
  Exporting A Single Account As a QXF

  Answered ✓ Closed scopear 7 views 1 comment 0 points Most recent by Coach Jon August 2025Troubleshooting
• 
  51
  Support for Stash

  Completed Closed zemerick 660 views 41 comments 51 points Most recent by Coach Natalie August 2025Report Missing Financial Institution or Biller
• 
  Problems with Fidelity and Vanguard dividend updates

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Optum financial does not show my investment balance (edited)

  Closed christiney 49 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Transactions not updated at Vanguard and Voya (edited)

  Closed System 13 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  Mobile Releases 5.36.0 - 5.36.2

  Closed Coach Natalie 191 views 0 comments 0 points Most recent by Coach Natalie August 2025Updates From the Product Team
• 
  The "Other Spending" amount bar on the mobile app floats above the bottom of the screen (edited)

  Closed housetr 118 views 17 comments 1 point Most recent by housetr August 2025Report a Bug
• 
  Recurring Bill show entire balance, not the amount I specified

  Closed Amar_K 13 views 2 comments 0 points Most recent by Amar_K August 2025Bills and Income
• 
  Repeat Notifications

  Closed John Wells 14 views 1 comment 0 points Most recent by TheReal702 August 2025Report a Bug
• 
  New Member - Greetings :)

  Closed Mrs.Larsen 97 views 5 comments 0 points Most recent by SRC54 August 2025Introduce yourself!
• 
  Unable to add Stash Invest account (edited)

  Closed KareS 165 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 22 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
• 
  Incorrect Transaction Payee

  Closed iakoubtchik 25 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
• 
  Unable to connect my Alterna Bank account - FDP-103 (edited)

  Closed David LH 15 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
• 
  57

  Up Down
  Notes/Memo field on recurring transaction setup (1 Merged Vote)

  Active jasondmcgee 406 views 24 comments 57 points Most recent by MikeBtp August 2025Feature Requests
• 
  2

  Up Down
  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests