Recent Discussions

Discussion List

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  Error When Connecting to Vanguard (QCS-0400-6)

  Closed sandglass 35 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Issue with logging in and accessing my current subscription

  Closed TKP56 23 views 3 comments 0 points Most recent by Coach Natalie September 2025Troubleshooting
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  Missing Billers

  Closed damnedxer 43 views 2 comments 0 points Most recent by TheReal702 September 2025Bills and Income
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  Merged: Notifications not in sync across web and mobile versions of the app

  Closed ckarcher 1 view 0 comments 0 points Most recent by TheReal702 September 2025Troubleshooting
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  Shift click to select a range of transactions does not work on Mac

  Closed N4KHQ 44 views 4 comments 0 points Most recent by N4KHQ September 2025Troubleshooting
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  Can I import data from Jan 2025 to present? (edited)

  Answered ✓ Closed dpham63 51 views 2 comments 0 points Most recent by DryHeat September 2025Getting Started
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  Alight - Schlumberger - Unable to Add/Connect Accounts (edited)

  Closed Knf423 44 views 7 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Unable to connect to Alight Nokia (edited)

  Closed rayfrisco 42 views 3 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  New User - How Long until Product Bugs are addressed?

  Closed Comet 13 views 1 comment 0 points Most recent by Coach Jon September 2025Feedback
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  Merged: Income and Expense Reports: Year to Year Comparisons

  Closed Coastal 1 view 0 comments 1 point Most recent by Coastal September 2025Feature Requests
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  Left this Month = $NaN ??

  Closed donnajean 152 views 26 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  Manual accounts amount can no longer be changed on mobile app

  Closed MelanieS 11 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  I need Account Balance as of a prior date

  Closed oldit51 44 views 3 comments 0 points Most recent by oldit51 September 2025Using Reports
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  Merged: Deleted Savings Goals are still showing in Accounts

  Closed zedbra 1 view 0 comments 0 points Most recent by zedbra September 2025Report a Bug
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  Principal - Impact 401K Not Working

  Closed aparys 193 views 8 comments 0 points Most recent by aparys September 2025Adding and Updating Accounts
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 12 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Future credit card payments from transfer series keep disappearing

  Closed dagnabit2000 194 views 12 comments 0 points Most recent by Coach Jon September 2025Report a Bug
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  "net income" report is missing (edited)

  Closed JUST CHECKING 93 views 10 comments 2 points Most recent by Coach Natalie September 2025Using Reports
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  Net Income by Month - graph vertical axis

  Closed ab-maryland 2 views 1 comment 0 points Most recent by Coach Natalie September 2025Report a Bug
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  Venmo - Care Code: request-body-field-unsupported/FDP-103 error (edited)

  Closed Pilierp 183 views 7 comments 0 points Most recent by fromawayme September 2025Adding and Updating Accounts
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  10

  Up Down
  End of year archive/processing (edited)

  Active rickthau 91 views 6 comments 10 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add daily detail to net income report

  Obsolete Closed SeePigeons 21 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  11
  Net Income Report: Add Income and Expense amounts to the 'Total' for selected date range (edited)

  Obsolete Closed jsy42 101 views 2 comments 11 points Most recent by Coach Natalie September 2025Feature Requests
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  15
  Net Income Report: monthly income, expense, and net income totals displayed on screen simultaneously

  Obsolete Closed Bread01 404 views 21 comments 15 points Most recent by Coach Natalie September 2025Feature Requests
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  2
  Add more granularity to the Y-Axis of the Net Income Report (edited)

  Obsolete Closed Kseniya 22 views 2 comments 2 points Most recent by Coach Natalie September 2025Feature Requests
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  Manual adding for Savings Goals

  Closed Sarahmaeb11 82 views 4 comments 1 point Most recent by Dick_Davis September 2025Using Savings Goals
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  Issue with searching transactions (edited)

  Closed Dick_Davis 53 views 7 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  [ONGOING] 7/16/25: Nordstrom Card Account - Reversed Transaction Amounts

  Closed Coach Natalie 222 views 4 comments 0 points Most recent by Coach Jon September 2025Current Online Banking Issues
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  Laurel Road returning FDP-105

  Closed MishaM 31 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Adding Chase and Wells Fargo accounts fails with 'Care Code: to.100' (edited)

  Closed ianvernon92 43 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts