Recent Discussions

Discussion List

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  Having Trouble Syncing With United/Optum Bank HSA - FDP-106 (edited)

  Closed radar5787 33 views 1 comment 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
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  Trouble Syncing With Fidelity

  Closed radar5787 23 views 2 comments 0 points Most recent by radar5787 April 18Adding and Updating Accounts
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  Phone Numbers displayed first

  Closed RoyM 13 views 1 comment 1 point Most recent by Coach Jon April 18Report a Bug
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  SentinelGroup dependent care reimbursement account - FDP-106 error (edited)

  Closed Vulpes 76 views 16 comments 0 points Most recent by Vulpes April 18Adding and Updating Accounts
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  Merged: Second Authorization From Bank Updates

  Closed RoyM 1 view 0 comments 1 point Started by RoyM April 18 Feature Requests
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  Ability to organize MFA prompts when updating accounts (edited)

  Active AlexB 24 views 1 comment 3 points Most recent by RoyM April 18Feature Requests
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  Getting "Invalid Symbol" for one or more Fidelity mutual funds

  Closed John Wells 33 views 2 comments 0 points Most recent by John Wells April 18Investments
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  Merged: Ability to attach pdf receipts from Files

  Closed kevinbcole 1 view 0 comments 1 point Started by kevinbcole April 18 Feature Requests
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  Merged: one Click turn Reminder in to Transaction

  Closed Adye 1 view 0 comments 2 points Started by Adye April 17 Feature Requests
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  Is there having anyone having problems siging on to truity credit union

  Closed T!tus 12 views 1 comment 0 points Most recent by Coach Jon April 17Adding and Updating Accounts
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  Connection Issues New York State Deferred Compensation Plan - FDP-102 error (edited)

  Closed JohnR831 40 views 1 comment 0 points Most recent by Coach Natalie April 17Adding and Updating Accounts
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  EQ Bank Returning FDP-106 Error

  Closed donnajean 11 views 1 comment 0 points Most recent by Coach Natalie April 17Adding and Updating Accounts
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  Barclays Online Savings connection problems - FDP-103 (edited)

  Closed rjg5060 312 views 10 comments 0 points Most recent by rjg5060 April 17Adding and Updating Accounts
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  How do I link a transaction to a manual liability - Second try

  Closed vhrcats 14 views 2 comments 0 points Most recent by vhrcats April 17Adding and Updating Accounts
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  Orphan Accounts?

  Closed Mortimer Duke 98 views 20 comments 0 points Most recent by Coach Jon April 16Adding and Updating Accounts
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  Mortgage accounts

  Answered ✓ Closed Mankow 80 views 2 comments 0 points Most recent by Mankow April 16Feedback
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  Split Notes and Payees

  Closed Chr 22 views 2 comments 1 point Most recent by RobWilk April 16Feedback
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  Unable to add Vanguard Retirement Fund

  Closed System 132 views 11 comments 0 points Most recent by Coach Natalie April 16Adding and Updating Accounts
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  BrightStart IL 529 missing from options

  Closed Mankow 31 views 1 comment 0 points Most recent by Coach Natalie April 16Adding and Updating Accounts
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  When will we be able to have a custom dashboard in webapp?

  Closed Mankow 14 views 1 comment 0 points Most recent by Coach Natalie April 16Using the Dashboard
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  Citizenbank won't add

  Closed Rpboulan 22 views 7 comments 0 points Most recent by Coach Natalie April 16Adding and Updating Accounts
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  Primis Bank - Error 103

  Closed Mortimer Duke 12 views 1 comment 0 points Most recent by Coach Jon April 16Adding and Updating Accounts
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  Wealthsimple Integration

  Closed abrasumente 45 views 3 comments 1 point Most recent by Coach Jon April 16Adding and Updating Accounts
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  Ability to toggle 'Spent' tile on Dashboard to exclude/include account hidden from Reports (edited)

  Active papermuffins 101 views 7 comments 3 points Most recent by Coach Natalie April 16Feature Requests
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  Vanguard - Personal Investor - Forced to reauthenticate

  Closed lencoh82 23 views 1 comment 0 points Most recent by Coach Natalie April 16Adding and Updating Accounts
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  Fidelity's investing portfolio does not update total cost

  Closed dlezama 39 views 1 comment 0 points Most recent by SRC54 April 16Investments
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  Connecting to OneGold

  Active kingicarus 22 views 4 comments 2 points Most recent by dlezama April 16Report Missing Financial Institution
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  Fremont Bank - Non-Mortgage Accounts (edited)

  Active MoneyMinder 12 views 0 comments 1 point Started by MoneyMinder April 15 Report Missing Financial Institution
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  Continual problems updating my accounts

  Closed OtisB 12 views 1 comment 0 points Most recent by Coach Jon April 15Adding and Updating Accounts
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  Downloads

  Closed golf 74 views 13 comments 0 points Most recent by Coach Kristina April 15Adding and Updating Accounts