Recent Discussions

Discussion List

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  Merged: FDP-103 errors with accounts serviced by Synchrony

  Closed System 11 views 0 comments 0 points Most recent by GhostlyPoncho December 2025Adding and Updating Accounts
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  Merged: Enhancements to Individual Records within Series-ability to mark as auto pay or manual pay

  Closed DawnD2025 11 views 0 comments 1 point Most recent by DawnD2025 December 2025Feature Requests
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  Indicate if upcoming bills are "Autopay" or "Manual"

  Active dsdxp 229 views 10 comments 33 points Most recent by DawnD2025 December 2025Feature Requests
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  Watchlist Year to Date Total Doesnt Match Spending Report YTD

  Closed jdtrujillo 120 views 6 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  Merged: Suggestion: Add at toggle to the Register to show/hide future dated transactions

  Closed EL1234 11 views 0 comments 1 point Most recent by DryHeat December 2025Feature Requests
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  Optum Bank Connection Error Message FDP-108

  Closed mpanky 56 views 1 comment 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Integrate with FREC.COM

  Closed mpanky 19 views 1 comment 2 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Link Savings Goal to Account Balance

  Closed mdesch 35 views 1 comment 1 point Most recent by Coach Kristina December 2025Using Savings Goals
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  Merged: Ability to Filter transactions by Date

  Closed mpanky 1 view 0 comments 1 point Most recent by mpanky December 2025Feature Requests
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  Merged: Adding a Note to Split transactions

  Closed TJSam 1 view 0 comments 2 points Most recent by TJSam December 2025Feature Requests
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  Merged: Print & PDF export of the Income & Expense Report feedback

  Closed adtaylor 11 views 0 comments 0 points Most recent by SRC54 December 2025Feedback
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 147 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  TIAA Connectivity Appears Down - FDP-105 (edited)

  Closed rkjones 360 views 9 comments 2 points Most recent by Quick40S December 2025Adding and Updating Accounts
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  Current Info re Account Authentication Protocols

  Closed turtle 191 views 10 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)

  In Progress khad 7.4K views 118 comments 3 points Most recent by Coach Natalie December 2025Feature Requests
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  Merged: Ability to review new/unreviewed transactions in all accounts in one place

  Closed DannyB 1 view 0 comments 1 point Most recent by DannyB December 2025Feature Requests
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  Reviewed Flag is being reset

  Closed Ruonline 184 views 13 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Register Shows Credit in Client Invoices, But Balance is Zero

  Closed rkjones 14 views 1 comment 0 points Most recent by rkjones December 2025Invoices, Estimates, & Sales Receipts
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  BNY Wealth FDP-105 Error

  Closed ben510 23 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Clicking on “spending this month” from the dashboard on mobile goes to a yearly report

  Closed System 32 views 2 comments 0 points Most recent by SRC54 December 2025Troubleshooting
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  "This Bank is not available right now" message - TD Bank

  Closed System 93 views 4 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  New Feature Alert: Mileage Tracker for QBP!

  Closed Coach Natalie 398 views 2 comments 0 points Most recent by Coach Natalie December 2025Updates From the Product Team
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  HSBC Bank Account Not Updating (edited)

  Closed bradwww 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Merged: Automatically Post Unlinked Transactions

  Closed abutscher 1 view 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Ability to disable in-app advertising (edited)

  cloudquick 75 views 3 comments 8 points Most recent by DannyB December 2025Feature Requests
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  Raymond James Invest CA - unable to connect, Care code: FDP-155 (edited)

  Closed the_scottster 165 views 11 comments 0 points Most recent by Paradon December 2025Adding and Updating Accounts
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  Cornerstone Bank VA Personal (edited)

  bcoth 62 views 5 comments 1 point Most recent by bcoth December 2025Report Missing Financial Institution or Biller
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  Ability to hover over a credit card account to see the statement balance and due date (edited)

  cindyparsons1 42 views 3 comments 7 points Most recent by EL1234 December 2025Feature Requests
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  Some current Savings Goals not showing up in Spending Plan (edited)

  Closed DryHeat 196 views 10 comments 0 points Most recent by EL1234 December 2025Troubleshooting
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  Web App Extension: Title Bar needs to also be in Dark Mode (edited)

  Active AdamRayburn 105 views 2 comments 2 points Most recent by Coach Natalie December 2025Feature Requests