Recent Discussions

Discussion List

• 
  Bill Paid Notification says "less than" when it should say "more than" and vice versa (edited)

  Closed System 275 views 31 comments 0 points Most recent by Coach Natalie June 2025Report a Bug
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  Voya Financial FDP-106

  Closed dfclark68 84 views 10 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Quicken for Mac: Duplicate Transactions in different accounts

  Closed MTCDiamondMan 12 views 1 comment 0 points Most recent by Coach Natalie June 2025Troubleshooting
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  Auto Release of Funds Doesn’t Work

  Closed housetr 15 views 1 comment 0 points Most recent by Coach Natalie June 2025Using the Spending Plan
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  Improve category management (edited)

  Closed jimvano 12 views 1 comment 2 points Most recent by Coach Natalie June 2025Feedback
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  Nationwide Retirement Solutions returns FDP-106 error (edited)

  Closed Abby-left-mint 35 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
• 
  Coinbase Account Holdings Not Accurate

  Closed whyme 551 views 38 comments 4 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  New Coinbase OAuth connection only has 1 account

  Closed System 105 views 9 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Merged: Add notes to each split detail

  Closed N. Shah 1 view 0 comments 2 points Most recent by Max1223 June 2025Feature Requests
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  Merged: Income and Expense Report error

  Closed MikeW 1 view 0 comments 0 points Most recent by Technomutt June 2025Report a Bug
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  Social Security deposits

  Closed JBudney 49 views 3 comments 1 point Most recent by DannyB June 2025Bills and Income
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  How should gains in my 401K be categorized?

  Closed bmac 32 views 3 comments 0 points Most recent by DannyB June 2025Investments
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  Ability to sort transactions with the same date/Add a sorting logic (edited)

  Active RobWilk 12 views 0 comments 1 point Started by RobWilk May 2025 Feature Requests
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  How to add account Voya mutual funds

  Closed larry 13 views 1 comment 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Merged: Ability to bulk-forget "Deleted" transactions so they can be re-imported

  Closed zbsh 1 view 0 comments 1 point Started by zbsh May 2025 Feature Requests
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  5

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  Ability to import transactions via CSV more than once (edited)

  Active Vince 122 views 1 comment 5 points Most recent by zbsh May 2025Feature Requests
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  3

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  Make it more obvious when filters are applied to the register (edited)

  Active BigEquator 11 views 2 comments 3 points Most recent by Coach Kristina May 2025Feature Requests
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  Rename and Hide mandatory business categories

  Closed jimvano 28 views 1 comment 1 point Most recent by Flopbot May 2025Business Categories
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  Simplify Subscriptions expired / No notice received / No option to renew

  Closed RXC 46 views 5 comments 0 points Most recent by RXC May 2025Troubleshooting
• 
  Apple Wallet Accounts not Showing Up - RESOLVED

  Closed Boston Doug 16 views 1 comment 0 points Most recent by Boston Doug May 2025Adding and Updating Accounts
• 
  Cash flow projected balance is incorrect

  Closed Katie Keith 28 views 3 comments 0 points Most recent by Flopbot May 2025Projected Cash Flow
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  Add two Cap One credit card accounts with different logins (edited)

  Closed Kenobi 62 views 3 comments 0 points Most recent by Kenobi May 2025Adding and Updating Accounts
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  1

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  Settings>Accounts: Sort the 'Manual Accounts' section with open accounts first (edited)

  Active ejs 2 views 0 comments 1 point Started by ejs May 2025 Feature Requests
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  0

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  Add Support for Canadian Billers (edited)

  Active debbeh 2 views 0 comments 0 points Started by debbeh May 2025 Feature Requests
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  Canadian Billers connection

  Closed debbeh 18 views 2 comments 0 points Most recent by debbeh May 2025Bills and Income
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  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 180 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests
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  Merged: Want the system to automatically SAVE and SPLIT reoccurring (split) transactions

  Closed BAB 1 view 0 comments 1 point Started by BAB May 2025 Feature Requests
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  Merged: Transaction Checked Reviewed when Pending reverts back to Unreviewed once Transaction Clears

  Closed Lhh 1 view 0 comments 0 points Started by Lhh May 2025 Managing Your Transactions
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  Web App: Scrolling is unpleasant and unpredictable

  Closed arceum 20 views 1 comment 0 points Most recent by Coach Jon May 2025Feedback
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  Profit withdrawal payments

  Closed Cristainmihai 16 views 1 comment 0 points Most recent by Coach Jon May 2025Investments