Discussion List

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  17

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  Please add OpenBank by Santander

  Active StephenB 306 views 13 comments 17 points Most recent by Yooshaw 11:18PMReport Missing Financial Institution
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  M1 Finance Not showing Money Market account when Syncing

  gms 356 views 28 comments 1 point Most recent by jslem 10:07PMAdding and Updating Accounts
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  Unable to make Target Red Card a manual account

  DavidB 27 views 2 comments 0 points Most recent by DavidB March 30Troubleshooting
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  Liabilites - personal loan not updating balance

  LaurieS 14 views 2 comments 0 points Most recent by LaurieS March 30Adding and Updating Accounts
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  Add accts, Having trouble loading my Carrington MTG acct

  kampdog 10 views 3 comments 0 points Most recent by Coach Kristina March 30Adding and Updating Accounts
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  Unable to add PNC Bank Investment Accounts (edited)

  aef 191 views 17 comments 1 point Most recent by Coach Kristina March 29Adding and Updating Accounts
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  Citi Personal Loan

  Vinorixus 16 views 4 comments 0 points Most recent by Vinorixus March 29Adding and Updating Accounts
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  Merged: Accounts List is difficult to read (edited)

  Closed dan_s_c 24 views 0 comments 1 point Most recent by Coach Kristina March 29Feature Requests
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  21

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  Make the Accounts List easier to read (edited)

  Active asjss1186 365 views 20 comments 21 points Most recent by Coach Kristina March 29Feature Requests
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  The Community Meetup - April 2025 Edition

  Announcement Coach Natalie 62 views 3 comments 1 point Most recent by SRC54 March 27The Community Meetup Newsletter
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  HSA Bank Investment Account Not Showing Up To Add

  timwmson 481 views 49 comments 0 points Most recent by Coach Jon March 27Adding and Updating Accounts
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  Add a 'Projected Running Balance' to the Projected Cash Flow graph (edited)

  Active Chrobrego 50 views 3 comments 0 points Most recent by Coach Natalie March 26Feature Requests
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  Merrill Lynch: Data connection not seeing 2 of my accounts.

  MishaM 15 views 1 comment 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 5 views 0 comments 1 point Started by USAviator March 21 Feature Requests
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  156

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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.2K views 67 comments 156 points Most recent by DryHeat March 21Feature Requests
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  First US Bank (Alabama) is downloading incorrect current balance

  SRC54 22 views 4 comments 0 points Most recent by SRC54 March 20Adding and Updating Accounts
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  Merged: Custom Accounts List (edited)

  Closed MtnCreed 5 views 0 comments 1 point Started by MtnCreed March 19 Feature Requests
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  Oriental Bank (Puerto Rico) link not working

  Anthony Vega 50 views 11 comments 0 points Most recent by Coach Jon March 19Adding and Updating Accounts
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  Merged: $0 balance for HSA Bank account

  Closed System 19 views 0 comments 0 points Most recent by dont March 18Adding and Updating Accounts
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  Change the account connection error symbol back to a cloud icon (edited)

  Active Duke0486 47 views 5 comments 2 points Most recent by Duke0486 March 18Feature Requests
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  QBP - How best to track Personal payment to cover Business transactions?

  Flopbot 34 views 4 comments 0 points Most recent by Coach Kristina March 16General Troubleshooting
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  FDP-103 Error Barclays Online Banking

  Mortimer Duke 13 views 1 comment 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
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  46

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  Remember the expanded/collapsed state for the Projected Cash Flow/Upcoming section (edited)

  Active kai4387 301 views 16 comments 46 points Most recent by dsfreddy March 15Feature Requests
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  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  Completed Doug Hall 150 views 15 comments 4 points Most recent by dsfreddy March 15Feature Requests
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  Cash Available View

  JR13 80 views 11 comments 0 points Most recent by DryHeat March 14Projected Cash Flow
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  15
  Automatic Car Value Tracking

  Planned barryh 3.2K views 57 comments 15 points Most recent by ynnhojnorood March 13Feature Requests
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  List of Future Financial Account Connections

  Answered ✓ Kevin Steinke 5 views 1 comment 0 points Most recent by Coach Jon March 13Adding and Updating Accounts
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  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Springzy 50 views 6 comments 0 points Most recent by Springzy March 12Adding and Updating Accounts
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  Turn Off Projected Cash Flow Graph!!

  ptbrown811 15 views 1 comment 0 points Most recent by Coach Natalie March 12Feedback
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  Full SoFi Student Loan Balance Not Showing

  georgeb3 54 views 7 comments 1 point Most recent by ajwesseler March 12Adding and Updating Accounts