Accounts

Discussion List

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  Add 457b Retirement Account Type (edited)

  Active Domino82 142 views 9 comments 11 points Most recent by MoLOT! 11:18PMFeature Requests
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  neon45 205 views 36 comments 0 points Most recent by neon45 6:22PMAdding and Updating Accounts
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Altdata 19 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  Missing CD accounts with ETrade

  kimjady 15 views 3 comments 0 points Most recent by kimjady May 8Adding and Updating Accounts
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  Robinhood - Savings accounts don't show up (edited)

  simplira 229 views 18 comments 0 points Most recent by Coach Jon May 7Adding and Updating Accounts
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  11
  Ability to hide account balances in the Accounts List (edited)

  Completed Tbone 210 views 10 comments 11 points Most recent by Coach Natalie May 7Feature Requests
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  Web App: Ability to hide the 'All Accounts' and 'Reminders' banners at the top (edited)

  Active DocStizzle 20 views 2 comments 4 points Most recent by SRC54 May 7Feature Requests
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  Should I add all investment and other accounts for both me and my husband? (edited)

  Answered Debtfree2025$ 29 views 2 comments 0 points Most recent by SRC54 May 7Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 182 views 20 comments 1 point Most recent by Coach Jon May 6Report a Bug
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 211 views 6 comments 23 points Most recent by R C May 6Feature Requests
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  Functionality to track Insurance Policies

  Active Skyfox675 165 views 4 comments 8 points Most recent by Jerristeve May 6Feature Requests
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  [ONGOING] 4/22/26: Freedom Mortgage - Loan Balance Positive Instead of Negative

  Coach Natalie 38 views 1 comment 2 points Most recent by Coach Natalie May 6Current Online Banking Issues
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  How do I switch Venmo account from manual?

  Clarity!sGoal1 7 views 2 comments 0 points Most recent by DryHeat May 6Adding and Updating Accounts
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  Please add OpenBank by Santander

  Active StephenB 1.5K views 62 comments 68 points Most recent by Dan23 May 6Report Missing Financial Institution or Biller
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  annikalily 103 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
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  Wealthsimple Account Linking Method Update

  Joccob 12 views 3 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
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  Marcus accounts missing after opening CDs

  mjs560 144 views 6 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 27 comments 71 points Most recent by w_w April 30Feature Requests
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  Freedom Mortgage Showing $0 Balance

  BlurrVT 41 views 9 comments 0 points Most recent by Coach Jon April 29Adding and Updating Accounts
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  Credit Card Details: Share your feedback here!

  Announcement System 82 views 69 comments 0 points Most recent by Coach Natalie April 29Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 578 views 3 comments 4 points Most recent by Coach Natalie April 29Updates From the Product Team
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  Keeping track of one category of payments

  Answered ✓ grandmaSB 11 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  USAA checking account erroneously showing zero balance in QBP

  DryHeat 2 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  vak15 21 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Walter.louro 22 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Fix past balance on loan account?

  Answered ✓ trewbux 42 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
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  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 1 view 0 comments 0 points Started by Stu B April 20 Feature Requests
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  Hide Max Update Interval Icon in "Accounts" list?

  Answered ✓ Stu B 12 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Chase Bank Checking classified as Investment Account

  JAXmultiplat 12 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts