Recent Discussions

NEW 6/23/26: Fidelity investment accounts displaying incorrect Cost Basis

Announcement Coach Kristina 23 views 0 comments 0 points Started by Coach Kristina June 23 Current Online Banking Issues

NEW 6/23/26: Happen Bank returns an FDP-155 error after rebranding from LendingClub

Announcement Coach Natalie 24 views 0 comments 1 point Started by Coach Natalie June 23 Current Online Banking Issues

We want your feedback for credit card details!

Announcement Coach Natalie 143 views 7 comments 0 points Most recent by virtualuser June 23Announcements

New Feature Alert: Enhanced Transaction List Toolbar!

Announcement Closed Coach Natalie 244 views 0 comments 2 points Started by Coach Natalie June 19 Updates From the Product Team

NEW 6/18/26: Capital One returns FDP-105 error

Announcement Coach Jon 36 views 0 comments 0 points Started by Coach Jon June 18 Current Online Banking Issues

Web Release 6.24.0

Announcement Closed Coach Natalie 184 views 0 comments 0 points Started by Coach Natalie June 18 Updates From the Product Team

NEW 6/18/26: Robinhood returns FDP-105 error

Announcement Coach Jon 27 views 0 comments 0 points Started by Coach Jon June 18 Current Online Banking Issues

If you could give your past self one financial tip...

Announcement Coach Natalie 73 views 4 comments 0 points Most recent by Adam14342 June 9The Water Cooler

How to post to the Community

Announcement Closed Coach Kathryn 1.3K 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 311 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

Empower Retirement Account: Error: Care Code 325

geewiz2k1 21 views 2 comments 0 points Most recent by geewiz2k1 6:10PMAdding and Updating Accounts

FDP-103 error accessing Path2college account on Simplifi (edited)

barthslb2 52 views 8 comments 0 points Most recent by Coach Jon 5:57PMAdding and Updating Accounts

5

Onity Mortgage

Active Duke0486 253 views 21 comments 5 points Most recent by Adam14342 5:23PMReport Missing Financial Institution or Biller

FNBO Direct Won't Update - Care Code: FDP-193

Ann2020 8 views 1 comment 0 points Most recent by Coach Natalie 4:54PMAdding and Updating Accounts

Randolph-Brooks FCU - persistent requirement to enter MFA each time (edited)

Alamotech 14 views 1 comment 0 points Most recent by Coach Jon 4:27PMAdding and Updating Accounts

Entering Transaction Even at 730am Still Defaulting to Yesterday's Date

SRC54 30 views 7 comments 0 points Most recent by EL1234 4:12PMFeedback

Happen Bank FDP-155 (edited)

AsyncC 51 views 5 comments 1 point Most recent by Coach Jon 4:07PMAdding and Updating Accounts

[RESOLVED] 4/15/26: Voya Financial-"No eligible accounts"/"You have already added all your accounts"

Closed Coach Natalie 358 views 2 comments 3 points Most recent by Coach Jon 3:44PMCurrent Online Banking Issues

[RESOLVED] 07/09/25: Fidelity Inv & Retirement - Persistent 324 Reconnect Error

Closed Coach Jon 742 views 2 comments 0 points Most recent by Coach Jon 3:42PMCurrent Online Banking Issues

[RESOLVED] 5/7/26: E*TRADE returning FDP-102 error

Closed Coach Jon 224 views 2 comments 1 point Most recent by Coach Jon 3:40PMCurrent Online Banking Issues

[RESOLVED] 6/2/26: Advancial FCU returns an FDP-105 error

Closed Coach Natalie 126 views 2 comments 0 points Most recent by Coach Jon 3:38PMCurrent Online Banking Issues

Zillow not finding my address (edited)

Jhgoetz 38 views 5 comments 0 points Most recent by Coach Natalie 3:21PMTroubleshooting

Midland National Annuity FDP-106/FDP-108 (edited)

PJLmoney 300 views 38 comments 0 points Most recent by Coach Natalie 3:16PMAdding and Updating Accounts

1

Option to "show all" when clicking on a transaction's payee or category (edited)

Active QQQ 15 views 1 comment 1 point Most recent by Coach Natalie 3:12PMFeature Requests

2

Option to hide cents on Dashboard cards

Active Dave L 64 views 2 comments 2 points Most recent by Coach Natalie 3:12PMFeature Requests

Balance going in wrong direction

Sunshine26 24 views 4 comments 0 points Most recent by DryHeat 1:24PMTroubleshooting

Does the account-specific Balance Type setting actually do anything?

bob303727 672 views 70 comments 0 points Most recent by SRC54 12:50AMReport a Bug

Merged: Projected cash flow: show credits before debits?

Closed ChrisWT314 24 views 0 comments 3 points Most recent by EL1234 12:14AMFeature Requests

10

Show Income before Bills on Cash Flow when both land on the same day

Active Pmrussell892 155 views 10 comments 10 points Most recent by EL1234 12:14AMFeature Requests

Net worth chart does not reflect opening balance - how to resolve? (edited)

Answered phaworth 19 views 2 comments 0 points Most recent by EL1234 June 23Using the Net Worth Feature

Student Loan Servicer Account Links

Dereck & Aika 17 views 1 comment 1 point Most recent by Coach Jon June 23Adding and Updating Accounts

Three transactions posted as PENDING then dropped from Register

fromawayme 31 views 3 comments 0 points Most recent by fromawayme June 23Troubleshooting

Freedom Mortgage - Inverted Account Balance (edited)

MDGuy25 20 views 1 comment 0 points Most recent by Coach Natalie June 23Adding and Updating Accounts

Merged: Bulk Edit Transactions on Mobile App

Closed virtualuser 12 views 0 comments 1 point Most recent by SRC54 June 23Feature Requests

72

Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)

Active WWi 2.4K views 37 comments 72 points Most recent by SRC54 June 23Feature Requests

Rules not reliably applying to existing transactions (Payee/Category)

dfmarcus03 28 views 4 comments 0 points Most recent by Coach Jon June 22Troubleshooting

AMEX HYSA disconnected

Mysha16 17 views 1 comment 0 points Most recent by Coach Jon June 22Adding and Updating Accounts

Reports are not saving table column customizations (edited)

cyberstackn 45 views 1 comment 2 points Most recent by Coach Jon June 22Troubleshooting

Transamerica Retirement "Account type not supported" error (edited)

Trick2727 17 views 1 comment 0 points Most recent by Coach Natalie June 22Adding and Updating Accounts

94

Add OneFinance/OnePay to Supported Banks (edited)

In Review docpurple1961 3.9K views 134 comments 94 points Most recent by Swenawds June 22Report Missing Financial Institution or Biller

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