Recent Discussions

NEW 10/14/26: Keys Federal Credit Union returning FDP-102 and FDP-103 errors

Announcement Coach Natalie 8 views 0 comments 0 points Started by Coach Natalie 5:01PM Current Online Banking Issues

NEW 10/13/26: Bank of America - Missing Transactions

Announcement Coach Natalie 37 views 0 comments 0 points Started by Coach Natalie October 13 Current Online Banking Issues

Web Release 6.40.0

Announcement Closed Coach Natalie 196 views 0 comments 0 points Started by Coach Natalie October 8 Updates From the Product Team

Mobile Release 6.40.0

Announcement Closed Coach Natalie 147 views 0 comments 0 points Started by Coach Natalie October 7 Updates From the Product Team

What Was Your First Ride?

Announcement Coach Aldair 138 views 5 comments 0 points Most recent by SRC54 October 6The Water Cooler

New Feature Alert: Comparison Reports!

Announcement Closed Coach Natalie 328 views 0 comments 0 points Started by Coach Natalie October 1 Updates From the Product Team

How to post to the Community

Announcement Closed Coach Kathryn 1.4K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 323 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

12

add X Money integration

Active Steve618 455 views 15 comments 12 points Most recent by Paul3d 10:44PMReport Missing Financial Institution or Biller

How do we get the software engineers/PMs to use the forum posts directly?

CatBot 22 views 2 comments 0 points Most recent by Coach Natalie 9:41PMFeedback

RESOLVED 10/14/26: Huntington National Bank returns an FDP-106 error

Closed Coach Natalie 415 views 1 comment 0 points Most recent by Coach Aldair 9:38PMCurrent Online Banking Issues

Automatically Flag New Transactions (edited)

Dick_Davis 25 views 3 comments 0 points Most recent by SRC54 9:31PMManaging Your Transactions

How to connect multiple Vanguard logins? (edited)

Answered leisterbrau 28 views 1 comment 0 points Most recent by Coach Aldair 6:59PMAdding and Updating Accounts

Payee Renaming Algorithm Needs Work

Jaylonious 50 views 2 comments 1 point Most recent by Jaylonious 6:56PMFeedback

1

Option to automatically mark transactions as "reviewed" after saving edits (edited)

Active leisterbrau 40 views 2 comments 1 point Most recent by Coach Aldair 5:25PMFeature Requests

RESOLVED 10/14/26: Nationwide Annuity, Insurance or Retirement (401k/403b) returns FDP-105 error

Closed Coach Jon 227 views 2 comments 2 points Most recent by Coach Aldair 3:50PMCurrent Online Banking Issues

ONGOING 10/14/26: Police and Fire FCU returns an FDP-102 error

Coach Aldair 97 views 2 comments 0 points Most recent by Coach Aldair 3:40PMCurrent Online Banking Issues

3

Meta Report

Active ajbopp 27 views 3 comments 3 points Most recent by Coach Natalie 3:30PMFeature Requests

3

Mini Project Plan

Active Ponanu 26 views 4 comments 3 points Most recent by Coach Natalie 3:30PMFeature Requests

Huntington FDP-106

EugenePHD 208 views 10 comments 0 points Most recent by Cdmx 3:01PMAdding and Updating Accounts

“Select All” needed in Cash Flow report

ChattMatt 20 views 1 comment 1 point Most recent by Coach Natalie 2:14PMProjected Cash Flow

1

Concora

Active Jmarcipratt 10 views 0 comments 1 point Started by Jmarcipratt 1:52PM Report Missing Financial Institution or Biller

Can we get an update for the LPL Connection issue FDP-102 (edited)

ItsGameOvrMan 108 views 4 comments 0 points Most recent by ItsGameOvrMan 8:12AMAdding and Updating Accounts

1

Community: Put a link to add a suggestion in the top navigation menu (edited)

Active ChattMatt 12 views 0 comments 1 point Started by ChattMatt 7:26AM Feature Requests

2

Add emoji download support when exporting to CSV (edited)

Active DryHeat 32 views 3 comments 2 points Most recent by DryHeat October 13Feature Requests

BarclayCardUS accounts - "Something went wrong." error on Plaid (edited)

bob303727 135 views 7 comments 1 point Most recent by Coach Aldair October 13Adding and Updating Accounts

ONGOING 10/13/26: Northwestern Mutual Insurance returns a 170 error

Coach Natalie 305 views 2 comments 0 points Most recent by Coach Natalie October 13Current Online Banking Issues

Kudos to the new transaction search "shortcuts" button

DavidB 21 views 1 comment 2 points Most recent by Coach Natalie October 13Feedback

Status of CIT Bank connection issue FDP-102 error (edited)

TS5150 419 views 12 comments 0 points Most recent by CEJ October 13Adding and Updating Accounts

8

Ability to Download or Export Portfolio Holdings (edited)

Active Dcosmo624 160 views 4 comments 8 points Most recent by jrall411 October 13Feature Requests

Associate Tags with Categories

kgl55428 65 views 2 comments 1 point Most recent by Flopbot October 13Categories and Tags

Onity Mortgage - Balance shows positive instead of negative

System 164 views 11 comments 0 points Most recent by Duke0486 October 13Adding and Updating Accounts

Cannot connect to Northwestern Mutual Insurance - 170 error (edited)

surfnsocal 348 views 11 comments 2 points Most recent by Terriers2007 October 12Adding and Updating Accounts

Bank of Lexington FDP-350 Error (Edited)

Jlexky 75 views 7 comments 0 points Most recent by Coach Natalie October 12Adding and Updating Accounts

Huntington National Bank - Transactions not downloading

System 106 views 3 comments 0 points Most recent by GregK October 12Adding and Updating Accounts

Duplicate Recurring Series When Linking From a Transaction on Mobile (edited)

jgold1996 106 views 5 comments 0 points Most recent by Coach Natalie October 12Troubleshooting

Merged: Do you have any update to the ongoing CIT Bank connection issue?

Closed Tyama48 6 views 0 comments 0 points Started by Tyama48 October 12 Adding and Updating Accounts

I can no longer see "paid" past reminders in Bills & Income (edited)

TerryV6 135 views 7 comments 0 points Most recent by Coach Natalie October 12Troubleshooting

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