Recent Discussions

Discussion List

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  information transfer

  Closed rabate 12 views 1 comment 0 points Most recent by Coach Kristina April 2025Feedback
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  Highlight Issue with Payee field in Investment Transaction Detail window (edited)

  Closed neon45 183 views 34 comments 0 points Most recent by Coach Kristina April 2025Investments
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  Please add Bath Savings Institute

  Closed ctssyount 12 views 1 comment 1 point Most recent by Coach Kristina April 2025Adding and Updating Accounts
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  5

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  Add a Savings Goal option to reach a target Account Balance (edited)

  Active jsy42 35 views 3 comments 5 points Most recent by Coach Kristina April 2025Feature Requests
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  Dashboard Holdings Card Does Not Show Holdings (edited)

  Closed Chagall 39 views 6 comments 0 points Most recent by Chagall April 2025Troubleshooting
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  Target Red Card - FDP-103 Code

  Closed CanesLaw06 32 views 2 comments 0 points Most recent by CanesLaw06 April 2025Adding and Updating Accounts
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  Merged: Spending Plans modified

  Closed cbishop1965 1 view 0 comments 0 points Most recent by RobWilk April 2025Feature Requests
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  Fidelity cash management account buy and sell transactions are both displaying "Buy."

  Closed KB2014 99 views 9 comments 0 points Most recent by KB2014 April 2025Adding and Updating Accounts
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  12
  Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)

  Completed Closed UrsulaA 59 views 3 comments 12 points Most recent by UrsulaA April 2025Feature Requests
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  Web Release 4.55.0

  Closed Coach Natalie 291 views 0 comments 0 points Started by Coach Natalie April 2025 Updates From the Product Team
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  Quicken Error Reconciling Bank Act

  Closed Hans 11 views 1 comment 0 points Most recent by Coach Jon April 2025Troubleshooting
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  HSA Bank Investment Account

  Closed HRick 48 views 1 comment 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Having Trouble Syncing With United/Optum Bank HSA - FDP-106 (edited)

  Closed radar5787 34 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Trouble Syncing With Fidelity

  Closed radar5787 23 views 2 comments 0 points Most recent by radar5787 April 2025Adding and Updating Accounts
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  Phone Numbers displayed first

  Closed RoyM 15 views 1 comment 1 point Most recent by Coach Jon April 2025Report a Bug
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  SentinelGroup dependent care reimbursement account - FDP-106 error (edited)

  Closed Vulpes 79 views 16 comments 0 points Most recent by Vulpes April 2025Adding and Updating Accounts
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  3

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  Ability to organize MFA prompts when updating accounts (edited)

  Active AlexB 25 views 1 comment 3 points Most recent by RoyM April 2025Feature Requests
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  Merged: Second Authorization From Bank Updates

  Closed RoyM 1 view 0 comments 1 point Started by RoyM April 2025 Feature Requests
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  Getting "Invalid Symbol" for one or more Fidelity mutual funds

  Closed John Wells 34 views 2 comments 0 points Most recent by John Wells April 2025Investments
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  Merged: Ability to attach pdf receipts from Files

  Closed kevinbcole 1 view 0 comments 1 point Started by kevinbcole April 2025 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 2025 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 2025Adding and Updating Accounts
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  Connection Issues New York State Deferred Compensation Plan - FDP-102 error (edited)

  Closed JohnR831 52 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  EQ Bank Returning FDP-106 Error

  Closed donnajean 12 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  Barclays Online Savings connection problems - FDP-103 (edited)

  Closed rjg5060 346 views 10 comments 0 points Most recent by rjg5060 April 2025Adding and Updating Accounts
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  How do I link a transaction to a manual liability - Second try

  Closed vhrcats 26 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts
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  Orphan Accounts?

  Closed Mortimer Duke 101 views 20 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Mortgage accounts

  Answered ✓ Closed Mankow 111 views 2 comments 0 points Most recent by Mankow April 2025Feedback
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  Split Notes and Payees

  Closed Chr 23 views 2 comments 1 point Most recent by RobWilk April 2025Feedback
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  Unable to add Vanguard Retirement Fund

  Closed System 147 views 11 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts