Discussion List

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  Johnson Financial Group FDP-103

  Closed Fred Volkman 43 views 6 comments 0 points Most recent by Fred Volkman August 2024Adding and Updating Accounts
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  Unable to add PayPal account (edited)

  Closed System 72 views 8 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Canada Specific Investment Account Types (edited)

  Active smitp111 31 views 1 comment 4 points Most recent by BhupeshGajria August 2024Feature Requests
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  Merged: Add a capability to duplicate a transaction

  smitp111 1 view 0 comments 1 point Started by smitp111 August 2024 Feature Requests
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  Credit card shows credit available instead of balance due (3 rivers)

  Closed L McGregor 22 views 2 comments 0 points Most recent by L McGregor August 2024Adding and Updating Accounts
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  Getting FDP-106 error when trying to add my UBS OneSource ACN account

  Closed rlevine122 61 views 5 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  New Feature Alert: Apple Wallet Integration!

  Closed Coach Natalie 2.3K views 1 comment 3 points Most recent by Coach Natalie August 2024Updates From the Product Team
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  UW Credit Union FDP-102 (edited)

  Closed Fred Volkman 202 views 17 comments 0 points Most recent by mr.fbrock August 2024Adding and Updating Accounts
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  Is there a way to see the individual spending for an alternate card? (edited)

  Closed ddbowers 21 views 4 comments 1 point Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Add Cash Option to Manual Accounts

  Closed Magarai 21 views 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts
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  Add UMB Financial Card Services

  Closed gmac 3 views 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts
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  Manual Coign Visa Account out of balance

  Closed SRC54 11 views 2 comments 0 points Most recent by SRC54 August 2024Adding and Updating Accounts
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  Transferred From Mint

  Closed Marissa 41 views 3 comments 0 points Most recent by UrsulaA August 2024Feedback
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  Carta/eShares - FDP-105 (edited)

  Closed Arlo 43 views 1 comment 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  AMEX High Yield Savings accounts not connecting (edited)

  Closed dereckmezquita 10.9K views 190 comments 0 points Most recent by Boydston August 2024Adding and Updating Accounts
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  Ability to hide account balances in the Accounts List (edited)

  Active Tbone 123 views 9 comments 10 points Most recent by UrsulaA July 2024Feature Requests
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  Merged: Ability to turn off the display of account balances in the Accounts List (edited)

  Stella 21 views 0 comments 2 points Started by Stella July 2024 Feature Requests
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 72 views 0 comments 0 points Started by KB2014 July 2024 Investments
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  Unable to resolve Chase Account "needs attention"

  Closed lindsayla18 180 views 2 comments 0 points Most recent by lindsayla18 July 2024Adding and Updating Accounts
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  Merged: Please add pension as an account type

  Bartman682 1 view 0 comments 1 point Started by Bartman682 July 2024 Feature Requests
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  Remember expanded/collapsed state of Accounts List, Transactions, & other elements (edited)

  Active Sstrico 507 views 25 comments 62 points Most recent by DK777 July 2024Feature Requests
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  Wells Fargo credit card showing zero balance

  Closed nrp06 42 views 6 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  American Express Credit Cards can't connect, no option for American Express (Finicity)

  Closed System 365 views 12 comments 0 points Most recent by Mercs July 2024Adding and Updating Accounts
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  Incorrect 'other investment' value in Accounts List (edited)

  Closed Steve574 31 views 3 comments 0 points Most recent by Coach Jon July 2024Report a Bug
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  Wells Fargo not connecting

  Closed Max1223 77 views 9 comments 0 points Most recent by Max1223 July 2024Adding and Updating Accounts
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  Merged: Unable to add Paypal Credit accounts

  System 11 views 0 comments 0 points Started by System July 2024 Adding and Updating Accounts