Recent Discussions

Discussion List

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  Merged: Jenius

  Closed mps79703 1 view 0 comments 1 point Started by mps79703 June 2025 Report Missing Financial Institution
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  5

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  Add Jenius Bank (edited)

  Active Ken Ackerman 151 views 7 comments 5 points Most recent by mps79703 June 2025Report Missing Financial Institution
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  FDP-103 error with Raymour and Flanagan store card (My Online Account) [edited]

  Closed mthoman1 11 views 4 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  "Skip this one" in Enter Expense Transaction window

  Closed Broven 1 view 1 comment 1 point Most recent by Coach Natalie June 2025Feedback
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  Spending Plan "Planned Spending" Category Mergers And Rollover Changes/Inaccuracies

  Closed rmarcus88 51 views 5 comments 0 points Most recent by rmarcus88 June 2025Report a Bug
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  Review Marker Switched on After Editing a Transaction

  Closed Dick_Davis 51 views 11 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  1

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  Add Farmers State Bank of Hoffman, Illinois (edited)

  Dcf0998 11 views 0 comments 1 point Started by Dcf0998 June 2025 Report Missing Financial Institution
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  Help managing an annual recurring bill...

  Closed cloudquick 61 views 9 comments 0 points Most recent by cloudquick June 2025Bills and Income
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  Lowe's Commercial Card FDP-101 error (edited)

  Closed LukeNM 72 views 12 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  How to add merchants and marine bank (edited)

  Closed DJmoney 12 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  How Do I Know Which Accounts Are Using 0Auth?

  Answered ✓ Closed sjc314 21 views 3 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  2

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  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
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  Mortgage Transactions (Principle, Interest, and Escrow)

  Answered ✓ Closed Dick_Davis 31 views 2 comments 0 points Most recent by SRC54 June 2025Managing Your Transactions
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  6

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  Mobile App: Show the day of the week on the date picker calendar for transactions (edited)

  Active timmyc123 41 views 4 comments 6 points Most recent by egal June 2025Feature Requests
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  How to account for Square credit card payment fees (edited)

  Closed Justjes 11 views 1 comment 0 points Most recent by Coach Jon June 2025General Troubleshooting
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  17
  Transamerica Retirement

  Completed Closed brittny 862 views 13 comments 17 points Most recent by suL33T June 2025Report Missing Financial Institution
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  Incorrect Date Account Last Updated

  Closed FBOL 91 views 15 comments 0 points Most recent by FBOL June 2025Troubleshooting
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  Are Citi Cards Broken Again?

  Closed TheReal702 32 views 4 comments 0 points Most recent by TheReal702 June 2025Adding and Updating Accounts
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  Bank Reconciliation $50 Short in Q13

  Closed JG_1 11 views 1 comment 0 points Most recent by Coach Jon June 2025Managing Your Transactions
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  Merrill Lynch returning FDP-106 error

  Closed jbardrof 54 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Net Worth Report doesn't match balance for mortgage account after importing history

  Closed System 222 views 20 comments 1 point Most recent by Coach Jon June 2025Report a Bug
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  Transactions disappear when linked to recurring

  Closed bobmablob 331 views 22 comments 1 point Most recent by Coach Natalie June 2025Report a Bug
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  3

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  Ability to Create Smart Expenses in Planned Spending (edited)

  Active killweav 32 views 1 comment 3 points Most recent by Coach Natalie June 2025Feature Requests
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  3

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  Ability to download dollars by category for a specified time period (edited)

  Active jgrede 71 views 4 comments 3 points Most recent by Coach Natalie June 2025Feature Requests
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  Date range doesn't include last 12 months

  Closed Oren 11 views 1 comment 0 points Most recent by Coach Natalie June 2025Feedback
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  Multi-factor authentication not working

  Closed trewbux 22 views 3 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  19

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  Ability to view any month in the Monthly Summary Report (edited)

  Active System 271 views 14 comments 19 points Most recent by Dakota June 2025Feature Requests
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  31

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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 402 views 16 comments 31 points Most recent by Dakota June 2025Feature Requests
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  2

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  Suggested changes for Release Notes (edited)

  Active Dick_Davis 11 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
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  Credit Card Payments in Checking Account

  Closed TheRealFastDave 51 views 5 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions