I feel like I might eat out too much
can you please help me monitor how much i am spending at grocery stores vs. restaurants and takeout?
Bria Ward about 1 month ago
Monitors
I feel like I might eat out too much
can you please help me monitor how much i am spending at grocery stores vs. restaurants and takeout?
Bria Ward about 1 month ago
Monitors
Retirement Accounts
I want to make sure I’m on track for retirement. Keep an eye on my growth and measure the progress.
Jacob Wade about 1 month ago
Monitors
Retirement Accounts
I want to make sure I’m on track for retirement. Keep an eye on my growth and measure the progress.
Jacob Wade about 1 month ago
Monitors
Completed
Scrolling on phone
When I login on my phone anything towards the bottom of the screen is hard to see because the page navigation buttons cover up the info. Unsure if there is a fix, but it makes it difficult to fully use all the features
Marisa Strickland about 2 months ago
Bugs
Completed
Scrolling on phone
When I login on my phone anything towards the bottom of the screen is hard to see because the page navigation buttons cover up the info. Unsure if there is a fix, but it makes it difficult to fully use all the features
Marisa Strickland about 2 months ago
Bugs
Completed
Visibility during account creation
During the account creation process, the text was white in a white background and I was unable to see it well, even after trying on multiple devices to be sure it was not a personal setting.
Kimberly Mingee about 2 months ago
Bugs
Completed
Visibility during account creation
During the account creation process, the text was white in a white background and I was unable to see it well, even after trying on multiple devices to be sure it was not a personal setting.
Kimberly Mingee about 2 months ago
Bugs
Completed
Adding Pension
It allows my monthly pension amount for age 65 and I will not be taking any lump sum, but it is requiring that a number >0 be populated. Pension Lump Sum is not available for the Plans that I participate
Christine Latusek 2 months ago
Bugs
Completed
Adding Pension
It allows my monthly pension amount for age 65 and I will not be taking any lump sum, but it is requiring that a number >0 be populated. Pension Lump Sum is not available for the Plans that I participate
Christine Latusek 2 months ago
Bugs
Completed
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 months ago
Bugs
Completed
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 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 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 & Kerri-Ann Williams 4 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 & Kerri-Ann Williams 4 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 & Kerri-Ann Williams 4 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 & Kerri-Ann Williams 4 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 5 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 5 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 5 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 5 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 5 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 5 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 5 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 5 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 6 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 6 months ago
Bugs