Stuart Lawder

Team

Created Edit Account Category Commented on Frank Notifications@tuzo mwarumba thanks for the feedback! we have some exciting updates in the works that will help set some of these things up for future updates.Commented on Raymond James IRA not showing up as "Retirement" but instead "Additional Investing"How would you propose we fix? Seems like assuming Plaid (or other aggregators) get categorization right 99% of the time, but not 100%. One option is an Override. What else?Commented on I feel like I might eat out too much@Bria Ward great idea. thank you for sharing! For this, would a weekly email with progress be helpful? Does that make sense? Or would something else be helpful?Commented on Linking BlackRock account@Noah Littin can you try connecting to BlackRock again?Commented on Raymond James IRA not showing up as "Retirement" but instead "Additional Investing"@Gerry Pass just confirming this is 1 specific IRA from Raymond James (Kristin), not the ones in the screenshot, correct? Looking at the accounts in Nova, I see that this one has a subtype of brokerage , which would line up with “Additional Investing” compared to Retirement which…Commented on Adding Pension@Christine Latusek We just released an update to this pop up that should make this a better experience.Commented on Auto-select household member when only 1 user in forms@Christine Latusek we released an update today that should: (1) automatically select the first person available in the list (2) make it clearer when things need to be selected. Hope this helps!Commented on Auto-select household member when only 1 user in formsHi @Christine Latusek thank you - I think I understand now. To confirm, you’re on the Finances page trying to fill in information. Whenever you click to “add” information, the popup box never lets you click the “add” button because it’s always grayed out. Is that right? One thing…Commented on Auto-select household member when only 1 user in formsHi @CHRISTINE latusek we do not currently allow transactions or accounts to change categories currently. Can you confirm - are you trying to change a Transaction or Account category?Commented on Cancelled card to 400 error@Alok Deshpande can you confirm if this is still happening?Commented on Wrong Account@Christine Nero Can you see if you can recreate this? I think based on changes we’ve made to chat, this might no longer be an issue.Commented on Student LoansHi @Denzil Davis - thanks for the feedback. Have you checked out the “Student Loan Changes” Insight? Let me know if it’s helpful in answering your question about suggested changes after SAVE. -Stuart Commented on Budget - ComprehensiveHi @Booth Vogel - can you tell me more what you mean by “monitors”? I understand the categories you’re looking for. Can you describe in detail what you would hope to see and how it would work? Are there other products today that do a great job of this?Commented on Customize Home PageHi @Maya Younker, Thanks for your feedback. What I’m hearing is that Net Worth might be a helpful metric for some, but a distracting number for others, and anchoring to it for you is quite distracting. Instead, it would be helpful to have the ability to customize the home page an…Commented on Custom transaction categoriesHi @Bryan Medilien thanks for the feedback. I want to make sure I’ve got your suggestion clear. Are you looking for a “notes” field on a Transaction? So for a given expense, you could add a note. Or are you possibly looking for a better way to categorize transactions?Commented on Daily stock monitoring@Jason Prunty Thanks for the feedback. I tried to revise it a bit to capture the underlying ask. Let me know if I captured it correctly.Created "What Changed In My Net Worth" insight weird for new users Commented on Wealthfront Holdings?@Noah Littin thanks for the feedback. We do see 2 things going on here: 1. Frank (the platform) doesn’t see your Wealthfront holdings despite your healthy connection. Not all data is pulled through with Plaid. 2. However, we’re also seeing that Plaid should be pulling Holding inf…Commented on Monthly spendingWe are currently working on a separate feature that would generate insights for you and deliver them to your inbox in a convenient format.Commented on email template editGood catch! We’ve fixed the comma issue!Commented on Double loginsHi Gina, Thanks for logging the bug. Can you try clicking “Continue as a guest” instead of letting the pre-filled phone continue into the Plaid flow? I think that will resolve this. -Stuart Commented on The thumbs up / thumbs down feature at the end of a response doesn't workThanks for the suggestion @Alok Deshpande. Always room for more confetti.Commented on Frank vs. Frank AIThanks for letting us know @Sean Conrad! You’re right, this is confusing and looks like an issue with our aggregator platform. We’ll see what we can do to resolve this.Commented on Next payment due date is a past dateThis date gets posted by the institution, usually once the next statement is posted.Created Credit Utilization Above 30%Created Manually add holdings information for an investment account Commented on Can not edit manually added accounts@Forrest Biel Thanks for pointing this out! We heard about “manually entering ticker symbols” earlier this week from another user and were confused. We were able to figure out what is happening and are putting in a fix for this shortly. The issue is that Plaid does not support up…Commented on Analysis of my holdingsHi @Noah Littin you’re right that this data should be available to Frank. But it’s not there quite yet. We’re actively working on making sure Frank has access to all of the information you’ve connected. Thanks for your patience while we hook this up.Commented on Mortgage AccountThank you. I was able to replicate the issue, but I don’t think Plaid actually connects to them at all right now. I checked some of the other aggregators we’re planning to integrate with and do see it supported on one of them. For now, I suggest using a manual account to account…