Accounts

Account list in Settings no longer alphabetically ordered (edited)

ejs 77 views 18 comments 0 points Most recent by Coach Jon January 24Troubleshooting

Chase checking account pending balances are multiplied by -1

tylermdunn 27 views 6 comments 0 points Most recent by Coach Jon January 24Adding and Updating Accounts

Too many account?

Answered kindeshaun 17 views 1 comment 0 points Most recent by Coach Jon January 24Getting Started

4

Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

Active tcr000 58 views 6 comments 4 points Most recent by Mysho2 January 23Feature Requests

2 different credit cards pulling in same numbers (quicken simplifi) - Discover

b16707 33 views 6 comments 0 points Most recent by Coach Jon January 23Report a Bug

Bangor Savings Bank 'Bank Balance' not working

System 10 views 2 comments 0 points Most recent by Coach Jon January 23Adding and Updating Accounts

Chartway FCU connection error FDP-102

rking_2002 39 views 6 comments 0 points Most recent by Coach Jon January 23Adding and Updating Accounts

Thrift Savings Plan will not connect (long time issue) - FDP-102 (edited)

User123484u 61 views 11 comments 0 points Most recent by Coach Jon January 23Adding and Updating Accounts

Unable to add PNC Bank Investment Accounts (edited)

aef 150 views 15 comments 1 point Most recent by Coach Natalie January 22Adding and Updating Accounts

SoFi personal loan not showing

63r50n 13 views 1 comment 0 points Most recent by Coach Jon January 21Adding and Updating Accounts

M1 Finance Not showing Money Market account when Syncing

gms 110 views 12 comments 1 point Most recent by Coach Natalie January 21Adding and Updating Accounts

NEW 1/21/24: M1 Finance - Missing Accounts

Announcement Coach Natalie 62 views 0 comments 2 points Started by Coach Natalie January 21 Current Online Banking Issues

PayPal - Missing credit card account

Monizrr 1.5K views 62 comments 3 points Most recent by RobWilk January 19Adding and Updating Accounts

Select Multiple Accounts for for Saving Goal

Frank Drebin 10 views 2 comments 1 point Most recent by RobWilk January 19Feedback

Struggling importing csv file from bank

David_S 7 views 1 comment 0 points Most recent by Coach Jon January 17Adding and Updating Accounts

Pending deposits double in bank balance

Jlexky 109 views 21 comments 0 points Most recent by EL1234 January 17Adding and Updating Accounts

171

Saved Filters in Reports and Registers [edited] (2 Merged Vote)

In Review EL1234 1.3K views 52 comments 171 points Most recent by Coach Natalie January 17Feature Requests

13

Please add OpenBank by Santander

Active StephenB 159 views 10 comments 13 points Most recent by davidsalvatore January 16Report Missing Financial Institution

79

Add an HSA Investment account type (edited)

In Review MDG39518 694 views 18 comments 79 points Most recent by johnnyjoesifer January 14Feature Requests

Ally Bank no transactional downloads for Credit Card Accounts

Kuhzah 7 views 1 comment 0 points Most recent by Coach Natalie January 14Adding and Updating Accounts

Support for E-Trade 2FA

llamafilm 22 views 3 comments 0 points Most recent by Coach Jon January 13Adding and Updating Accounts

Merged: Connect Amazon Account to Simplifi

Closed SomeVashonFolks 8 views 0 comments 2 points Started by SomeVashonFolks January 13 Feature Requests

Savings Goal Contributions to Joint Account

Lawnchair 22 views 1 comment 0 points Most recent by Coach Kristina January 12Using Savings Goals

Add shareholder subdomain from Primerica

Scotties 177 views 20 comments 2 points Most recent by Coach Kristina January 12Adding and Updating Accounts

55

Ability to adjust column widths in account registers [edited] (11 Merged Votes)

Active RSKadish 543 views 30 comments 55 points Most recent by votr January 12Feature Requests

59

Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

Active seascorpio82 558 views 27 comments 59 points Most recent by RobWilk January 11Feature Requests

4

Give option to remove "Transfer Money" banner in accounts (edited)

In Progress Doug Hall 120 views 11 comments 4 points Most recent by SRC54 January 11Feature Requests

Merged: US Bank investment account not shown during OAuth authorization

Closed jiehan 10 views 0 comments 0 points Most recent by jiehan January 10Report a Bug

1

Add State Farm Investments. Uses Pershing (edited)

Active User123484u 26 views 2 comments 1 point Most recent by User123484u January 9Report Missing Financial Institution

Chase balance is incorrect (edited)

RobWilk 1.4K views 135 comments 3 points Most recent by RobWilk January 7Adding and Updating Accounts

Accounts

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