Recent Discussions

Discussion List

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  Add First Community Credit Union of Beloit, WI

  Active snichols777 1 view 0 comments 0 points Most recent by snichols777 August 2025Report Missing Financial Institution or Biller
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  Transaction automatically changed to "uncategorized" when switching from personal to business

  Closed Thoraidan 31 views 1 comment 0 points Most recent by Coach Jon August 2025General Troubleshooting
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  Finding Missing Linked Transactions (Web App)

  Answered ✓ Closed Dick_Davis 31 views 2 comments 0 points Most recent by Dick_Davis August 2025Managing Your Transactions
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  Add option to create Planned Spending Expenses based on Tags (2 Merged Votes)

  Active lost_references 575 views 26 comments 50 points Most recent by jagrock August 2025Feature Requests
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  Retirement Planner: Share your feedback here!

  Closed Coach Natalie 789 views 31 comments 3 points Most recent by Coach Natalie August 2025Feedback
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  Plans to support Aidvantage

  Closed Gel172 11 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Notes

  Closed Manuel M. 12 views 1 comment 1 point Most recent by Coach Jon August 2025Feedback
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  Provide a separate grouping for Charitable Giving (in Spending Plan/Recurring Series)

  Active scottnliz 111 views 8 comments 9 points Most recent by Coach Natalie August 2025Feature Requests
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  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 22 views 2 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Merged: Reporting - Budget & Planning

  Closed Manuel M. 1 view 0 comments 1 point Most recent by Manuel M. August 2025Feature Requests
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  Heads up

  Closed RobWilk 22 views 7 comments 0 points Most recent by SRC54 August 2025Using the Community
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  TastyWorks is now TastyTrade

  Closed ICCrush 61 views 2 comments 1 point Most recent by ICCrush August 2025Adding and Updating Accounts
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  How Can I Save Money Effectively?

  Closed jack145 83 views 3 comments 0 points Most recent by DannyB August 2025Introduce yourself!
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  Exporting A Single Account As a QXF

  Answered ✓ Closed scopear 1 view 1 comment 0 points Most recent by Coach Jon August 2025Troubleshooting
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  51
  Support for Stash

  Completed Closed zemerick 694 views 41 comments 51 points Most recent by Coach Natalie August 2025Report Missing Financial Institution or Biller
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  Problems with Fidelity and Vanguard dividend updates

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Optum financial does not show my investment balance (edited)

  Closed christiney 44 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Transactions not updated at Vanguard and Voya (edited)

  Closed System 11 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Mobile Releases 5.36.0 - 5.36.2

  Closed Coach Natalie 192 views 0 comments 0 points Most recent by Coach Natalie August 2025Updates From the Product Team
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  The "Other Spending" amount bar on the mobile app floats above the bottom of the screen (edited)

  Closed housetr 123 views 17 comments 1 point Most recent by housetr August 2025Report a Bug
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  Recurring Bill show entire balance, not the amount I specified

  Closed Amar_K 11 views 2 comments 0 points Most recent by Amar_K August 2025Bills and Income
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  Repeat Notifications

  Closed John Wells 12 views 1 comment 0 points Most recent by TheReal702 August 2025Report a Bug
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  New Member - Greetings :)

  Closed Mrs.Larsen 104 views 5 comments 0 points Most recent by SRC54 August 2025Introduce yourself!
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  Unable to add Stash Invest account (edited)

  Closed KareS 191 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  4
  Restore the "Mark as one-time bill" option in the three-dot menu of transactions (edited)

  Completed Closed kgaren 23 views 3 comments 4 points Most recent by kgaren August 2025Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 21 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
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  Unable to connect my Alterna Bank account - FDP-103 (edited)

  Closed David LH 12 views 2 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  2

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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  Web Release 4.69.0

  Closed Coach Natalie 231 views 0 comments 0 points Most recent by Coach Natalie August 2025Updates From the Product Team
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  Set Custom goal amount cannot be zero(0) on mobile app

  Closed RobWilk 131 views 16 comments 0 points Most recent by Coach Natalie August 2025Report a Bug