Recent Discussions

Discussion List

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  Web Release 6.41.0

  Announcement Closed Coach Natalie 104 views 0 comments 0 points Started by Coach Natalie 5:10PM Updates From the Product Team
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  Mobile Release 6.41.0

  Announcement Closed Coach Natalie 82 views 0 comments 0 points Started by Coach Natalie 3:54PM Updates From the Product Team
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  NEW 10/14/26: Keys Federal Credit Union returning FDP-102 and FDP-103 errors

  Announcement Coach Natalie 16 views 0 comments 0 points Started by Coach Natalie October 14 Current Online Banking Issues
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  NEW 10/13/26: Bank of America - Missing Transactions

  Announcement Coach Natalie 46 views 0 comments 0 points Started by Coach Natalie October 13 Current Online Banking Issues
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  What Was Your First Ride?

  Announcement Coach Aldair 142 views 5 comments 0 points Most recent by SRC54 October 6The Water Cooler
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  New Feature Alert: Comparison Reports!

  Announcement Closed Coach Natalie 338 views 0 comments 0 points Started by Coach Natalie October 1 Updates From the Product Team
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  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
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  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
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  Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)

  In Review Bob1 6.1K views 163 comments 232 points Most recent by Brent Sucher 8:42PMFeature Requests
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  Toggle to Include/Exclude Planned Spend and/or Transactions in Cashflow Projections

  Brent Sucher 27 views 1 comment 1 point Most recent by Coach Aldair 8:32PMProjected Cash Flow
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  Spending Dashboard: Share your feedback here!

  Announcement Coach Natalie 3K views 147 comments 1 point Most recent by SRC54 8:15PMFeedback
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  Huntington FDP-106

  EugenePHD 234 views 13 comments 0 points Most recent by Cdmx 8:15PMAdding and Updating Accounts
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  Status of CIT Bank connection issue FDP-102 error (edited)

  TS5150 462 views 15 comments 0 points Most recent by jnajda 7:11PMAdding and Updating Accounts
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  Missing Alight Solutions (3 Merged Votes)

  In Review mbtins 10.1K views 180 comments 73 points Most recent by Acc3ss_AlightGSK 7:10PMReport Missing Financial Institution or Biller
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  Ability to disable the Credit Dashboard feature (edited)

  Active MikeBtp 34 views 2 comments 1 point Most recent by EL1234 5:33PMFeature Requests
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  How to include Planned Spend in Cash Flow? (edited)

  Answered Jtroyano 38 views 2 comments 0 points Most recent by Jtroyano 5:07PMProjected Cash Flow
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  Can't add Vestwell 401k account after migrating from Guideline (edited)

  dabao01810 27 views 1 comment 0 points Most recent by Coach Aldair 3:41PMAdding and Updating Accounts
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  Filtering on Action = "Payment/Deposit" returns zero rows (edited)

  ViceGrips 98 views 8 comments 0 points Most recent by ViceGrips 3:21PMReport a Bug
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  Data connection problems

  jelguera 25 views 1 comment 0 points Most recent by Coach Aldair 3:19PMTroubleshooting
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  Ability to set a flag color for all new transactions that download so they're flagged as "new"

  Active Dick_Davis 68 views 9 comments 2 points Most recent by SRC54 3:06PMFeature Requests
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  ONGOING 10/15/26: TreasuryDirect returns an FDP-101 error

  Coach Natalie 140 views 2 comments 0 points Most recent by Coach Natalie 2:23PMCurrent Online Banking Issues
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  ONGOING 10/15/26: Paid reminders showing as past due on the mobile app

  Coach Natalie 456 views 2 comments 0 points Most recent by Coach Natalie 2:22PMKnown Product Issues
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  Ability to deactivate or hide a category that is no longer in use

  Active nylhsa3 123 views 7 comments 19 points Most recent by Coach Natalie 2:20PMFeature Requests
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  Merged: Archive or hide categories no longer being used.

  Closed msanders93 11 views 0 comments 2 points Started by msanders93 1:15PM Feature Requests
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  Option to automatically mark transactions as "reviewed" after saving edits (edited)

  Active leisterbrau 76 views 5 comments 2 points Most recent by Dick_Davis 10:52AMFeature Requests
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  add X Money integration

  Active Steve618 493 views 16 comments 12 points Most recent by DryHeat 1:31AMReport Missing Financial Institution or Biller
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  Payee Renaming Algorithm Needs Work

  Jaylonious 73 views 3 comments 1 point Most recent by Coach Aldair October 14Feedback
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  How do we get the software engineers/PMs to use the forum posts directly?

  CatBot 38 views 2 comments 0 points Most recent by Coach Natalie October 14Feedback
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  RESOLVED 10/14/26: Huntington National Bank returns an FDP-106 error

  Closed Coach Natalie 450 views 1 comment 0 points Most recent by Coach Aldair October 14Current Online Banking Issues
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  How to connect multiple Vanguard logins? (edited)

  Answered leisterbrau 32 views 1 comment 0 points Most recent by Coach Aldair October 14Adding and Updating Accounts
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  RESOLVED 10/14/26: Nationwide Annuity, Insurance or Retirement (401k/403b) returns FDP-105 error

  Closed Coach Jon 234 views 2 comments 2 points Most recent by Coach Aldair October 14Current Online Banking Issues
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  ONGOING 10/14/26: Police and Fire FCU returns an FDP-102 error

  Coach Aldair 107 views 2 comments 0 points Most recent by Coach Aldair October 14Current Online Banking Issues
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  Meta Report

  Active ajbopp 27 views 3 comments 3 points Most recent by Coach Natalie October 14Feature Requests
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  Mini Project Plan

  Active Ponanu 28 views 4 comments 4 points Most recent by Coach Natalie October 14Feature Requests
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  “Select All” needed in Cash Flow report

  ChattMatt 27 views 1 comment 1 point Most recent by Coach Natalie October 14Projected Cash Flow
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  Concora

  Active Jmarcipratt 13 views 0 comments 1 point Started by Jmarcipratt October 14 Report Missing Financial Institution or Biller
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  Can we get an update for the LPL Connection issue FDP-102 (edited)

  ItsGameOvrMan 108 views 4 comments 0 points Most recent by ItsGameOvrMan October 14Adding and Updating Accounts
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  Community: Put a link to add a suggestion in the top navigation menu (edited)

  Active ChattMatt 15 views 0 comments 1 point Started by ChattMatt October 14 Feature Requests