Recent Discussions

Discussion List

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  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 92 views 9 comments 4 points Most recent by rbsimplifi May 2025Feature Requests
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  Wells Fargo Brokerage Direct Connect - Simplified Investing

  Closed Golfgal90 18 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  DCU - Not downloading data

  Closed warbar60 24 views 2 comments 0 points Most recent by warbar60 May 2025Adding and Updating Accounts
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  New Feature Alert: Retirement Planner!

  Closed Coach Natalie 194 views 0 comments 1 point Started by Coach Natalie May 2025 Updates From the Product Team
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  Merged: Using and Setup of the new Bill Connect Feature

  Closed housetr 1 view 0 comments 0 points Most recent by SRC54 May 2025Bills and Income
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  FDP-106 error with TIAA

  Closed System 117 views 2 comments 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Not possible to set the flag color for a linked transaction automatically created from split

  Closed dlezama 68 views 11 comments 1 point Most recent by EL1234 May 2025Report a Bug
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  Ability to manually mark Savings Goals as “complete” (edited)

  Active LWrathBudget 47 views 6 comments 4 points Most recent by RobWilk May 2025Feature Requests
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  How do I add Apple Cash after I initially did not?

  Answered ✓ Closed Mike T 12 views 1 comment 0 points Most recent by Mike T May 2025Adding and Updating Accounts
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  First national bank of PA FDP-103 error (edited)

  Closed Jim703 15 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Disconnected biller keep reconnecting

  Closed lexyqtpi 1 view 0 comments 0 points Started by lexyqtpi May 2025 Bills and Income
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  Removed Flags Reappearing

  Closed myfriend 136 views 14 comments 1 point Most recent by Coach Natalie May 2025Report a Bug
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  How can I re-connect to Barclays US?

  Closed JFP 44 views 3 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Unable to add PayPal Mastercard (edited)

  Closed Ursader 22 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Web and App version not syncing properly

  Closed lisadenver 35 views 1 comment 0 points Most recent by Coach Natalie May 2025Troubleshooting
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  T. Rowe Price - FDP 102 - Cannot connect

  Closed quickdave 586 views 16 comments 0 points Most recent by Jerrod May 2025Adding and Updating Accounts
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  Exported CSV files include commas from Notes and Payee Names so I can't import it into Excel

  Closed Silverthorne 17 views 2 comments 0 points Most recent by RobWilk May 2025Troubleshooting
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  Merged: category Spending over time by month (amounts and bar graph)

  Closed PJC 1 view 0 comments 1 point Started by PJC May 2025 Feature Requests
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  Investment Holdings is incorrect in the mobile application

  Closed System 35 views 5 comments 0 points Most recent by HMagh May 2025Investments
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  Manual Account Balances Don't Update

  Closed Christaaay 110 views 10 comments 0 points Most recent by Christaaay May 2025Troubleshooting
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  Account Reset Error with Vanguard (edited)

  Closed GTMissileMan 1.7K views 61 comments 4 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  Server Maintenance 5/21/25

  Closed Coach Natalie 34 views 0 comments 3 points Started by Coach Natalie May 2025 Announcements
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  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-103)

  Closed MandM 148 views 30 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Merged: Better Settings Memory- Save managed columns

  Closed IWR1 1 view 0 comments 1 point Started by IWR1 May 2025 Feature Requests
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  Is the new interface still chopping off transactions in the register? (edited)

  Answered ✓ Closed cgoneal 23 views 1 comment 0 points Most recent by Coach Natalie May 2025Managing Your Transactions
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  Can you add Lake Osceola State Bank?

  Active NBMHS 22 views 3 comments 2 points Most recent by NBMHS May 2025Report Missing Financial Institution
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  American Express card says it needs re-authentication - consistently says "sorry..." Code: 2d80

  Closed scotte522 3 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
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  [ONGOING] 04/21/25: Thrift Savings Plan returns FDP-102/FDP-185 error

  Coach Jon 1.4K views 3 comments 7 points Most recent by Coach Jon May 2025Current Online Banking Issues
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  [ONGOING] 05/06/25: UBS Financial Services Inc. returns FDP-103 error

  Coach Jon 229 views 1 comment 1 point Most recent by Coach Jon May 2025Current Online Banking Issues
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  [ONGOING] 05/06/25: Allybank returns FDP-103 error

  Coach Jon 251 views 1 comment 0 points Most recent by Coach Jon May 2025Current Online Banking Issues