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Discussion List

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  UBS One Source for LNC Employees

  Active samccauley 162 views 1 comment 0 points Most recent by Coach Paco February 2020Report Missing Financial Institution
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  Merged: Adding Paid status to Upcoming transactions (edited)

  samccauley 31 views 0 comments 13 points Started by samccauley February 2020 Feature Requests
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  Merged: Custom Reports & Graphs

  mazar1977 41 views 0 comments 8 points Started by mazar1977 February 2020 Feature Requests
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  Merged: Spending Plan - Include money for big bills in the future [edited]

  simplij 61 views 0 comments 4 points Started by simplij February 2020 Feature Requests
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  Merged: Budget

  jarot540 11 views 0 comments 0 points Started by jarot540 February 2020 Feature Requests
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  Merged: Marking Accounts as Closed and/or Hiding Accounts from Accounts list (11 Merged Votes)

  chanceryder25 21 views 0 comments 11 points Started by chanceryder25 February 2020 Feature Requests
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  Merged: Frequency of Transactions

  memorycard_j 21 views 0 comments 1 point Started by memorycard_j January 2020 Feature Requests
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  Missing Havertys Store Card

  Active ajstar 2 views 4 comments 1 point Most recent by Coach Tappan January 2020Report Missing Financial Institution
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  Merged: Missing 'Alight Solutions'

  NateK 61 views 0 comments 2 points Started by NateK January 2020 Report Missing Financial Institution
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  Merged: Using Zillow's value to set property value

  Closed Marcus 11 views 0 comments 2 points Started by Marcus January 2020 Feature Requests
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  Ability to Customize the Time Range for Spending Trends on the Dashboard (edited)

  Active bcrossman 25 views 4 comments 9 points Most recent by bcrossman January 2020Feature Requests
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  Merged: NET WORTH CALCULATIONS

  JTO 21 views 0 comments 2 points Started by JTO January 2020 Feature Requests
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  Merged: Lack of 2FA is problematic

  simplij 21 views 0 comments 1 point Started by simplij January 2020 Feature Requests
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  Merged: Adding an authorized users with certain permissions

  TGP 31 views 0 comments 2 points Started by TGP January 2020 Feature Requests
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  Merged: Linked/Transfers next to each other

  Stentzy90 11 views 0 comments 1 point Started by Stentzy90 December 2019 Feature Requests
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  Merged: Ability to adjust column width [edited] (8 Merged Votes)

  System 21 views 0 comments 2 points Started by System November 2019 Feature Requests
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  Merged: Show Last 4 Digits of Account Numbers & Last Sync Date [edited] (4 Merged Votes)

  hikerspath 31 views 0 comments 7 points Started by hikerspath November 2019 Feature Requests
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  Merged: Investments graphs

  TGP 1 view 0 comments 5 points Started by TGP November 2019 Feature Requests
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  Merged: Add Transaction Rules

  jhirasaki 191 views 0 comments 37 points Started by jhirasaki November 2019 Feature Requests
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  Merged: Running Total Ledger Balance

  justinpayne7 21 views 0 comments 3 points Started by justinpayne7 November 2019 Feature Requests
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  Merged: Account option: Deactivate without deleting account history

  Closed oceandreamer128 31 views 0 comments 9 points Started by oceandreamer128 November 2019 Feature Requests
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  Merged: Flagging Reviewed Transactions

  Closed GaryG 31 views 0 comments 1 point Started by GaryG October 2019 Feature Requests