Recent Discussions

Discussion List

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  Ability to roll over unallocated funds

  Closed Antipode51 81 views 3 comments 1 point Most recent by SRC54 May 2025Getting Started
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  Broken Biller Connection

  Closed TheReal702 81 views 11 comments 0 points Most recent by TheReal702 April 2025Bills and Income
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  Merged: Bill connect for credit cards

  Closed L McGregor 1 view 0 comments 0 points Started by L McGregor April 2025 Troubleshooting
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  Mobile Releases 5.29.0 & 5.29.1

  Closed Coach Natalie 201 views 0 comments 0 points Started by Coach Natalie April 2025 Updates From the Product Team
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  Reporting on Sub-Categories

  Closed rhart1716 21 views 1 comment 0 points Most recent by Coach Jon April 2025Using Reports
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  Adding a business profile

  Closed Njblavender888 42 views 3 comments 0 points Most recent by Coach Jon April 2025Getting Started
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  Unable to connect to Beacon Credit Union

  Closed Flopbot 11 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Fidelity “not available”

  Closed Victoriable 22 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Need to be able to link to servicing.mohela.com

  Closed Altdata 51 views 5 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  The quicken simplifi app does not ask for fingerprint or any other authentication while logging in

  Closed Abmool 21 views 1 comment 0 points Most recent by Coach Jon April 2025Troubleshooting
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  Merged: TIAA - The securing connection screen never resolves / FDP-102 error

  Closed System 1 view 0 comments 0 points Most recent by RYHC April 2025Adding and Updating Accounts
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  Missing Transactions for Space Coast Credit Union

  Closed Travis B. 31 views 6 comments 0 points Most recent by Travis B. April 2025Adding and Updating Accounts
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  American Express Canada returns FDP-390 error

  Closed KDM 32 views 3 comments 0 points Most recent by Obadiah April 2025Adding and Updating Accounts
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  Merged: Incorrect holdings with Coinbase

  Closed System 1 view 0 comments 0 points Most recent by Rupe April 2025Adding and Updating Accounts
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  3

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  Remove the 1000 Limit for Transaction Rules (edited)

  Active ZackLester 31 views 5 comments 3 points Most recent by Flopbot April 2025Feature Requests
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  Merged: Incorrect Holdings with Coinbase

  Closed System 1 view 0 comments 0 points Most recent by B_H April 2025Adding and Updating Accounts
• 
  160
  Update next reminder amount for credit cards automatically using the account balance (edited)

  Completed Closed y11 6.6K views 147 comments 160 points Most recent by Coach Natalie April 2025Feature Requests
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  Unable to sync with MidFirst Bank (FDP-107)

  Closed chadallen 261 views 15 comments 0 points Most recent by Tia April 2025Adding and Updating Accounts
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  What is "Bills Via Aggregation"?

  Answered ✓ Closed Duke0486 31 views 2 comments 1 point Most recent by Coach Natalie April 2025Feedback
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  New Feature Alert: Bill Connect for Credit Cards!

  Closed Coach Natalie 875 views 0 comments 2 points Started by Coach Natalie April 2025 Updates From the Product Team
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  Coinbase is still broken - FDP-390 error (edited)

  Closed dyronious 294 views 19 comments 2 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  Having trouble connecting to Apple Wallet (edited)

  Closed Altdata 71 views 3 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
• 
  Web Releases 4.56.0 - 4.56.2

  Closed Coach Natalie 161 views 0 comments 0 points Started by Coach Natalie April 2025 Updates From the Product Team
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  Adding Investment Accounts to Quicken Simplify

  Closed Njblavender888 11 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  191

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  Avoid MFA every single time by "trusting the browser" or "remembering this device" (edited)

  In Review AlexB 1.2K views 54 comments 191 points Most recent by EL1234 April 2025Feature Requests
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  Connectivity Issue with Slavic 401K (FDP-141) (edited)

  Closed MWA 181 views 12 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
• 
  Please add Neuberger Berman Private Wealth

  Closed zjrosenfeld987 1 view 1 comment 1 point Most recent by Coach Natalie April 2025Adding and Updating Accounts
• 
  Date Picker Calendars across the app should have a start day of Sunday (edited)

  Closed RobWilk 171 views 19 comments 6 points Most recent by DryHeat April 2025Report a Bug
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  10

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  Add Live Oak Bank (edited)

  Active ksenter 272 views 13 comments 10 points Most recent by joshryanr April 2025Report Missing Financial Institution
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  Kraken sync's the initial time, and then fails

  Closed System 22 views 2 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts