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Mobile Release 6.42.0

Announcement Closed Coach Natalie 93 views 0 comments 0 points Started by Coach Natalie October 22 Updates From the Product Team

Web Release 6.42.0

Announcement Closed Coach Natalie 115 views 0 comments 0 points Started by Coach Natalie October 22 Updates From the Product Team

NEW 10/21/26: Nuvision Credit Union - Missing Transactions

Announcement Coach Aldair 18 views 0 comments 0 points Started by Coach Aldair October 21 Current Online Banking Issues

NEW 10/21/26: Pelican Credit Union - FDP-2505 / EWC+ Authentication Redirect Failure

Announcement Coach Natalie 12 views 0 comments 0 points Started by Coach Natalie October 21 Current Online Banking Issues

NEW 10/20/26: Marcus by Goldman Sachs returns an INTERNAL_SERVER_ERROR

Announcement Coach Aldair 33 views 0 comments 0 points Started by Coach Aldair October 20 Current Online Banking Issues

UPDATED 10/19/26: Discover / Capital One FDP-101 error

Announcement Coach Aldair 155 views 1 comment 0 points Most recent by Coach Natalie October 19Current Online Banking Issues

NEW 10/16/26: Recurring series reminders do not appear in reminder lists

Announcement Coach Aldair 171 views 0 comments 0 points Started by Coach Aldair October 16 Known Product Issues

What Was Your First Ride?

Announcement Coach Aldair 198 views 6 comments 0 points Most recent by RobWilk October 16The Water Cooler

New Feature Alert: Comparison Reports!

Announcement Closed Coach Natalie 380 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 327 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

Quick Cut-Off for Transactions Page, Similar to "Since YYYY" in Investment Transactions

K37JJ43BR 17 views 2 comments 0 points Most recent by EL1234 1:09AMFeedback

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

TerryV6 188 views 8 comments 1 point Most recent by Zamboney24 October 22Troubleshooting

Partial page printing doesn't work when you are down to one check

Answered Tominator 9 views 1 comment 0 points Most recent by Coach Aldair October 22General Troubleshooting

All Historic Transactions Older than 1 year are missing.

MishaM 82 views 8 comments 0 points Most recent by K37JJ43BR October 22Troubleshooting

2

Web App: Remove redundant "All Accounts" total on the main Transactions page (edited)

Active James-0401 40 views 1 comment 2 points Most recent by K37JJ43BR October 22Feature Requests

Principal Financial Group - balances not updating unless a reset is performed (edited)

rjg5060 309 views 24 comments 0 points Most recent by Coach Natalie October 22Adding and Updating Accounts

Spending Dashboard: Share your feedback here!

Announcement Coach Natalie 3.5K views 167 comments 1 point Most recent by EL1234 October 22Feedback

Merged: Principal Financial Group - balances not updating unless a reset is performed (Continued)

Closed rjg5060 3 views 0 comments 0 points Started by rjg5060 October 22 Adding and Updating Accounts

Huntington National Bank FDP-102 Error

Cdmx 63 views 4 comments 0 points Most recent by Coach Aldair October 22Adding and Updating Accounts

3

Ability to assign Flags via Transaction Rules (edited)

Active 19.coffelt 14 views 2 comments 3 points Most recent by SRC54 October 22Feature Requests

PayPal Cash account balance shows the amount on my PayPal Mastercard account as a positive balance

taxman3349 33 views 3 comments 0 points Most recent by Coach Natalie October 22Adding and Updating Accounts

Watchlist "This month: Spent so far" amounts are wildly inaccurate

CatBot 182 views 13 comments 0 points Most recent by Coach Natalie October 22Troubleshooting

UPDATED 10/22/26: Fidelity returns an FDP-2505 / FDP-350 error

Announcement Coach Natalie 193 views 3 comments 0 points Most recent by Coach Natalie October 22Current Online Banking Issues

CFNA credit card balance shows $0 (edited)

ctanenbaum 24 views 1 comment 0 points Most recent by Coach Aldair October 22Adding and Updating Accounts

Option to require Payee match before assigning a transaction to a recurring series

rMarkD 79 views 7 comments 0 points Most recent by Quicken Kirby October 22Bills and Income

Simplifi Bill Connect - not working correctly for Consumers Energy

Duke0486 541 views 30 comments 0 points Most recent by Coach Natalie October 22Bills and Income

Edward Jones "The server terminated the refresh operation due to length of time" error

sgreenstonenj 184 views 14 comments 0 points Most recent by Coach Natalie October 22Adding and Updating Accounts

Prudential Financial Investor Annuities Care Code: not.found (edited)

ctanenbaum 52 views 2 comments 0 points Most recent by ctanenbaum October 22Adding and Updating Accounts

14

add X Money integration

Active Steve618 647 views 27 comments 14 points Most recent by Lachoneus27 October 22Report Missing Financial Institution or Biller

313

Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

In Review jonathanhle 5.3K views 93 comments 313 points Most recent by sklei October 22Feature Requests

7

The list of "Most Used Categories" should be the categories you manually select the most (edited)

Active murribu 156 views 6 comments 7 points Most recent by EL1234 October 22Feature Requests

'Unlink' not available on transaction created from a recurring reminder

savvvvy 205 views 22 comments 0 points Most recent by EL1234 October 22Bills and Income

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

TS5150 730 views 21 comments 0 points Most recent by Mike2023 October 22Adding and Updating Accounts

Use of Simplifi with Amazon Store Card added to accounts

N4KHQ 76 views 5 comments 0 points Most recent by Coach Aldair October 22Using Transfers

Merged: Fix 5 most used categories popup

Closed N4KHQ 2 views 0 comments 1 point Started by N4KHQ October 21 Feature Requests

Are reminders supposed to be the same no matter where you're viewing them from? (edited)

Answered ✓ cloudquick 77 views 3 comments 0 points Most recent by Coach Aldair October 21Bills and Income

UPDATED 10/21/26: Police and Fire FCU returning multiple errors and missing transactions

Announcement Coach Aldair 150 views 3 comments 0 points Most recent by Coach Natalie October 21Current Online Banking Issues

Keypad appears, disappears, and cannot be brought back up for recurring setup on iPad pro

RobWilk 128 views 12 comments 0 points Most recent by RobWilk October 21General Troubleshooting

39

Projected Cash Flow: One line that represents all selected accounts (edited)

Active Wayne1500 742 views 33 comments 39 points Most recent by ChattMatt October 21Feature Requests

Consolidated Cash Flow Projection Across Multiple Accounts

savvvvy 70 views 8 comments 1 point Most recent by EL1234 October 21Feedback

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