Auto-select household member when only 1 user in forms
Will not allow me to update any of the categories. The red tab is blurred out and does not engage. This occurs for all catagories
Christine Latusek 2 days ago
Bugs
Auto-select household member when only 1 user in forms
Will not allow me to update any of the categories. The red tab is blurred out and does not engage. This occurs for all catagories
Christine Latusek 2 days ago
Bugs
Budget - Comprehensive
Build a tool that monitors these categories of spending: Rent Utilities (GA Power, Gas, Water, Internet_ Groceries (All grocery stores) Gas/Transportation (All Ubers, Lyfts, Gas) Eating Out (All restaurants and bars) Investing (all Robinhood and Acorns deposits) Other (convinient store purchases, activities, etc.) Car Insurance (USAA car insurance payments)
Booth Vogel 24 days ago
Monitors
Budget - Comprehensive
Build a tool that monitors these categories of spending: Rent Utilities (GA Power, Gas, Water, Internet_ Groceries (All grocery stores) Gas/Transportation (All Ubers, Lyfts, Gas) Eating Out (All restaurants and bars) Investing (all Robinhood and Acorns deposits) Other (convinient store purchases, activities, etc.) Car Insurance (USAA car insurance payments)
Booth Vogel 24 days ago
Monitors
Customize Home Page
it would be great if there were a way to customize the front page. Specifically, I would like to remove “net worth” from the front. I’d be more willing to use the site in public spaces and even in front of friends or my partner if that number weren’t right in front of my face. Also, it is a little discouraging to constantly see that negative number, as a student
Maya Younker about 1 month ago
Feature Request
Customize Home Page
it would be great if there were a way to customize the front page. Specifically, I would like to remove “net worth” from the front. I’d be more willing to use the site in public spaces and even in front of friends or my partner if that number weren’t right in front of my face. Also, it is a little discouraging to constantly see that negative number, as a student
Maya Younker about 1 month ago
Feature Request
Custom transaction categories
These should a place for me to write a note about the spending. For instance, maybe it was used for a birthday or a special event
Bryan Medilien about 1 month ago
Feature Request
Custom transaction categories
These should a place for me to write a note about the spending. For instance, maybe it was used for a birthday or a special event
Bryan Medilien about 1 month ago
Feature Request
Completed
more prominently show unhealthy connections
I had an unhealthy connection that required me to reconnect. I only noticed it when I saw the red dot. A notification or email would be helpful.
Alok Deshpande about 1 month ago
Feature Request
Completed
more prominently show unhealthy connections
I had an unhealthy connection that required me to reconnect. I only noticed it when I saw the red dot. A notification or email would be helpful.
Alok Deshpande about 1 month ago
Feature Request
Creating a word document
After I have a long discussion with Frank, I sometimes want a document to take away. For example, when Frank creates a plan for 2026 I want to be able to download that plan.
Errol%20%26%20Kerri-Ann Williams about 2 months ago
Feature Request
Creating a word document
After I have a long discussion with Frank, I sometimes want a document to take away. For example, when Frank creates a plan for 2026 I want to be able to download that plan.
Errol%20%26%20Kerri-Ann Williams about 2 months ago
Feature Request
Completed
The chat window
The chat window is too narrow for long conversations and I have to scroll a lot. I wish it either was half the screen or easy to adjust.
Errol%20%26%20Kerri-Ann Williams about 2 months ago
Feature Request
Completed
The chat window
The chat window is too narrow for long conversations and I have to scroll a lot. I wish it either was half the screen or easy to adjust.
Errol%20%26%20Kerri-Ann Williams about 2 months ago
Feature Request
"What Changed In My Net Worth" insight weird for new users
Generated insight for new user what doesn’t have ample historic data should be clearer that Frank can’t see that history yet and provide reasonable output. Instead it reads as if I went from 0 to amazing.
Stuart Lawder 3 months ago
Bugs
"What Changed In My Net Worth" insight weird for new users
Generated insight for new user what doesn’t have ample historic data should be clearer that Frank can’t see that history yet and provide reasonable output. Instead it reads as if I went from 0 to amazing.
Stuart Lawder 3 months ago
Bugs
Progress toward paying off house
I'd like to monitor how close I am to paying off my PNC bank mortgage for my primary residence. I would like to understand how much I've paid towards principal this year, how that compares to last year, and get some direction around how to pay it off and my payment habits so that I can pay it off within 18 months at the most.
Dave Chung 3 months ago
Monitors
Progress toward paying off house
I'd like to monitor how close I am to paying off my PNC bank mortgage for my primary residence. I would like to understand how much I've paid towards principal this year, how that compares to last year, and get some direction around how to pay it off and my payment habits so that I can pay it off within 18 months at the most.
Dave Chung 3 months ago
Monitors
Cancelled card to 400 error
I cancelled by WellsFargo credit card. It still shows a balance, a healthy connection and the last connection from 2/10. I tried to force refresh to see a $0 balance but got a 400 error (probably because I cancelled the card).
Alok Deshpande 3 months ago
Bugs
Cancelled card to 400 error
I cancelled by WellsFargo credit card. It still shows a balance, a healthy connection and the last connection from 2/10. I tried to force refresh to see a $0 balance but got a 400 error (probably because I cancelled the card).
Alok Deshpande 3 months ago
Bugs
Completed
Wealthfront Holdings?
Hi - I asked Frank to review my Wealthfront holdings and it could not, despite the green status of the connection.
Noah Littin 3 months ago
Bugs
Completed
Wealthfront Holdings?
Hi - I asked Frank to review my Wealthfront holdings and it could not, despite the green status of the connection.
Noah Littin 3 months ago
Bugs
Wrong Account
I asked Frank to review my mortgage payments with Newtown Savings Bank and tell me how many times I paid late fees. He claims he found one late fee, but the transaction he shared was from a credit card.
Christine Nero 4 months ago
Bugs
Wrong Account
I asked Frank to review my mortgage payments with Newtown Savings Bank and tell me how many times I paid late fees. He claims he found one late fee, but the transaction he shared was from a credit card.
Christine Nero 4 months ago
Bugs
Completed
Financial Tab Spouse Settings
I just updated my profile to toggle on that I share my finances with a spouse. I hit Save and refreshed my browser, but when I went to Add Income, my name was still the only option to select.
Christine Nero 4 months ago
Bugs
Completed
Financial Tab Spouse Settings
I just updated my profile to toggle on that I share my finances with a spouse. I hit Save and refreshed my browser, but when I went to Add Income, my name was still the only option to select.
Christine Nero 4 months ago
Bugs
Completed
Etrade transactions are stale
My last etrade transaction was from January 5th. Balances are correct. It appears the link is stale. What should I do?
Alok Deshpande 4 months ago
Bugs
Completed
Etrade transactions are stale
My last etrade transaction was from January 5th. Balances are correct. It appears the link is stale. What should I do?
Alok Deshpande 4 months ago
Bugs
Completed
Idle Cash alert is too proactive
this morning I paid a few bills, at the earliest the money will debit my bank account on the next business day. I chose to credit my bank account this morning so that the funds are available when the bills post the next business day. A few minutes the idle cash email job ran . My suggestion is to delay that email until the afternoon of the next banking business day from when the large bank balance is first identified.
Sean Conrad 4 months ago
Feature Request
Completed
Idle Cash alert is too proactive
this morning I paid a few bills, at the earliest the money will debit my bank account on the next business day. I chose to credit my bank account this morning so that the funds are available when the bills post the next business day. A few minutes the idle cash email job ran . My suggestion is to delay that email until the afternoon of the next banking business day from when the large bank balance is first identified.
Sean Conrad 4 months ago
Feature Request
Completed
Incorrect Transaction Amounts
I asked Frank to review my subscriptions. He identified the correct ones, but not the correct monthly amounts. For example, Frontier Communications. I pay $75 per month for interest, but Frank seems to think I pay $49.99. He also has the wrong monthly amount for my Hulu subscription.
Christine Nero 4 months ago
Bugs
Completed
Incorrect Transaction Amounts
I asked Frank to review my subscriptions. He identified the correct ones, but not the correct monthly amounts. For example, Frontier Communications. I pay $75 per month for interest, but Frank seems to think I pay $49.99. He also has the wrong monthly amount for my Hulu subscription.
Christine Nero 4 months ago
Bugs
Completed
Chat Issues with the Date
Frank is having issues with the date. I told Frank I needed to pay for my trip by April 1, 2026. He thinks that’s 14 months away.
Christine Nero 4 months ago
Bugs
Completed
Chat Issues with the Date
Frank is having issues with the date. I told Frank I needed to pay for my trip by April 1, 2026. He thinks that’s 14 months away.
Christine Nero 4 months ago
Bugs