Accounts

The Community Meetup - April 2025 Edition

Announcement Coach Natalie 47 views 3 comments 1 point Most recent by SRC54 March 27

HSA Bank Investment Account Not Showing Up To Add

timwmson 459 views 49 comments 0 points Most recent by Coach Jon March 27Adding and Updating Accounts

Liabilites - personal loan not updating balance

LaurieS 10 views 1 comment 0 points Most recent by Coach Jon March 27Adding and Updating Accounts

M1 Finance Not showing Money Market account when Syncing

gms 327 views 24 comments 1 point Most recent by Nick Waffleson March 27Adding and Updating Accounts

0

Add a 'Projected Running Balance' to the Projected Cash Flow graph (edited)

Active Chrobrego 48 views 3 comments 0 points Most recent by Coach Natalie March 26Feature Requests

Merrill Lynch: Data connection not seeing 2 of my accounts.

MishaM 15 views 1 comment 0 points Most recent by Coach Jon March 26Adding and Updating Accounts

Merged: Ability to set transaction rules within individual accounts

Closed USAviator 5 views 0 comments 1 point Started by USAviator March 21 Feature Requests

155

Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

In Review barryh 2.2K views 67 comments 155 points Most recent by DryHeat March 21Feature Requests

First US Bank (Alabama) is downloading incorrect current balance

SRC54 22 views 4 comments 0 points Most recent by SRC54 March 20Adding and Updating Accounts

Merged: Custom Accounts List (edited)

Closed MtnCreed 5 views 0 comments 1 point Started by MtnCreed March 19 Feature Requests

Oriental Bank (Puerto Rico) link not working

Anthony Vega 50 views 11 comments 0 points Most recent by Coach Jon March 19Adding and Updating Accounts

Merged: $0 balance for HSA Bank account

Closed System 19 views 0 comments 0 points Most recent by dont March 18Adding and Updating Accounts

2

Change the account connection error symbol back to a cloud icon (edited)

Active Duke0486 46 views 5 comments 2 points Most recent by Duke0486 March 18Feature Requests

QBP - How best to track Personal payment to cover Business transactions?

Flopbot 33 views 4 comments 0 points Most recent by Coach Kristina March 16General Troubleshooting

FDP-103 Error Barclays Online Banking

Mortimer Duke 13 views 1 comment 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts

45

Remember the expanded/collapsed state for the Projected Cash Flow/Upcoming section (edited)

Active kai4387 298 views 16 comments 45 points Most recent by dsfreddy March 15Feature Requests

4

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

Completed Doug Hall 150 views 15 comments 4 points Most recent by dsfreddy March 15Feature Requests

Cash Available View

JR13 78 views 11 comments 0 points Most recent by DryHeat March 14Projected Cash Flow

15

Automatic Car Value Tracking

Planned barryh 3.2K views 57 comments 15 points Most recent by ynnhojnorood March 13Feature Requests

List of Future Financial Account Connections

Answered ✓ Kevin Steinke 5 views 1 comment 0 points Most recent by Coach Jon March 13Adding and Updating Accounts

Do we have the ability to remove an account without removing the past transactions?

Answered ✓ Springzy 47 views 6 comments 0 points Most recent by Springzy March 12Adding and Updating Accounts

Turn Off Projected Cash Flow Graph!!

ptbrown811 15 views 1 comment 0 points Most recent by Coach Natalie March 12Feedback

Full SoFi Student Loan Balance Not Showing

georgeb3 50 views 7 comments 1 point Most recent by ajwesseler March 12Adding and Updating Accounts

Chartway FCU connection error FDP-102

rking_2002 125 views 18 comments 0 points Most recent by Coach Jon March 11Adding and Updating Accounts

Missing accounts with AIG Retirement

System 62 views 16 comments 0 points Most recent by Coach Natalie March 10Adding and Updating Accounts

1

Please add People First Federal Credit Union

Active B_H 11 views 4 comments 1 point Most recent by B_H March 6Report Missing Financial Institution

Help with Valic/AIG/Corebridge

N4KHQ 77 views 19 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts

4

Move the Interval Refresh Icon to the left of the account name (edited)

Completed MWA 43 views 7 comments 4 points Most recent by Flopbot March 3Feature Requests

Accounts

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