Recent Discussions

Discussion List

• 
  First national bank of PA FDP-103 error (edited)

  Closed Jim703 11 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
• 
  Merged: Disconnected biller keep reconnecting

  Closed lexyqtpi 1 view 0 comments 0 points Started by lexyqtpi May 2025 Bills and Income
• 
  Removed Flags Reappearing

  Closed myfriend 131 views 14 comments 1 point Most recent by Coach Natalie May 2025Report a Bug
• 
  How can I re-connect to Barclays US?

  Closed JFP 42 views 3 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
• 
  Unable to add PayPal Mastercard (edited)

  Closed Ursader 24 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
• 
  Web and App version not syncing properly

  Closed lisadenver 35 views 1 comment 0 points Most recent by Coach Natalie May 2025Troubleshooting
• 
  T. Rowe Price - FDP 102 - Cannot connect

  Closed quickdave 633 views 16 comments 0 points Most recent by Jerrod May 2025Adding and Updating Accounts
• 
  Exported CSV files include commas from Notes and Payee Names so I can't import it into Excel

  Closed Silverthorne 12 views 2 comments 0 points Most recent by RobWilk May 2025Troubleshooting
• 
  Merged: category Spending over time by month (amounts and bar graph)

  Closed PJC 1 view 0 comments 1 point Started by PJC May 2025 Feature Requests
• 
  Investment Holdings is incorrect in the mobile application

  Closed System 33 views 5 comments 0 points Most recent by HMagh May 2025Investments
• 
  Manual Account Balances Don't Update

  Closed Christaaay 116 views 10 comments 0 points Most recent by Christaaay May 2025Troubleshooting
• 
  Account Reset Error with Vanguard (edited)

  Closed GTMissileMan 1.7K views 61 comments 4 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
• 
  Server Maintenance 5/21/25

  Closed Coach Natalie 32 views 0 comments 3 points Started by Coach Natalie May 2025 Announcements
• 
  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-103)

  Closed MandM 274 views 30 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
• 
  Merged: Better Settings Memory- Save managed columns

  Closed IWR1 1 view 0 comments 1 point Started by IWR1 May 2025 Feature Requests
• 
  Is the new interface still chopping off transactions in the register? (edited)

  Answered ✓ Closed cgoneal 21 views 1 comment 0 points Most recent by Coach Natalie May 2025Managing Your Transactions
• 
  2

  Up
  Can you add Lake Osceola State Bank?

  Active NBMHS 21 views 3 comments 2 points Most recent by NBMHS May 2025Report Missing Financial Institution
• 
  American Express card says it needs re-authentication - consistently says "sorry..." Code: 2d80

  Closed scotte522 1 view 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
• 
  [ONGOING] 04/21/25: Thrift Savings Plan returns FDP-102/FDP-185 error

  Coach Jon 1.4K views 3 comments 7 points Most recent by Coach Jon May 2025Current Online Banking Issues
• 
  [ONGOING] 05/06/25: UBS Financial Services Inc. returns FDP-103 error

  Coach Jon 233 views 1 comment 1 point Most recent by Coach Jon May 2025Current Online Banking Issues
• 
  [ONGOING] 05/06/25: Allybank returns FDP-103 error

  Coach Jon 271 views 1 comment 0 points Most recent by Coach Jon May 2025Current Online Banking Issues
• 
  Deleting a future-dated transaction doesn't update the Projected Cash Flow graph (edited)

  Closed RobWilk 71 views 8 comments 0 points Most recent by Coach Jon May 2025Report a Bug
• 
  What to do with a recurring reminder when one has a credit and no balance due?

  Answered ✓ Closed DannyB 12 views 1 comment 0 points Most recent by Coach Natalie May 2025Bills and Income
• 
  Stifel balance is incorrect (edited)

  Closed mdzenk 12 views 1 comment 0 points Most recent by Coach Natalie May 2025Adding and Updating Accounts
• 
  Merged: Income&Expenses Report shows hidden income

  Closed moboja 1 view 0 comments 0 points Started by moboja May 2025 Report a Bug
• 
  Spending / Income for past six months displays incorrectly until refresh

  Closed swiggity 92 views 10 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
• 
  Merged: What are your thoughts on Boldin Retirement?

  Closed ItoMan 1 view 0 comments 0 points Started by ItoMan May 2025 Share your Success!
• 
  Merged: Savings goal should be linked to a savings account and recognize amounts saved

  Closed Crumby 1 view 0 comments 0 points Most recent by DryHeat May 2025Feature Requests
• 
  Stifel Incorrect Balance/Holdings Issue (edited)

  Closed fredct 104 views 12 comments 0 points Most recent by ACMinde May 2025Adding and Updating Accounts
• 
  Optum Bank HSA Connection Error FDP-106

  Closed WSGRunner 151 views 3 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts