Accounts

Discussion List

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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Dick_Davis 49 views 9 comments 0 points Most recent by Coach Jon 4:36PMManaging Your Transactions
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  Morgan Stanley Checking Account Showing Up as a Brokerage

  root62 17 views 3 comments 0 points Most recent by SRC54 2:08PMAdding and Updating Accounts
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  Incorrect Date Account Last Updated

  FBOL 76 views 15 comments 0 points Most recent by FBOL June 11Troubleshooting
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  Merrill Lynch returning FDP-106 error

  jbardrof 40 views 7 comments 0 points Most recent by Coach Jon June 11Adding and Updating Accounts
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  PHH Mortgage $0 Loan Balance (edited)

  Duke0486 43 views 12 comments 0 points Most recent by Duke0486 June 10Adding and Updating Accounts
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 274 views 8 comments 18 points Most recent by fantasmic June 10Feature Requests
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  AMEX High Yield Savings No Longer Syncing/Detected

  rmarcus88 10 views 1 comment 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 7 views 0 comments 2 points Started by Dick_Davis June 8 Feature Requests
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  Automatic Car Value Tracking

  Planned barryh 3.5K views 75 comments 15 points Most recent by SRC54 June 8Feature Requests
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  Fidelity CMA Account gets added as an investment account (edited)

  Grenae0924 75 views 14 comments 0 points Most recent by SRC54 June 7Adding and Updating Accounts
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 34 views 4 comments 4 points Most recent by Dognose June 7Feature Requests
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  HealthEquity HSA Investment Account no longer updates, cannot add

  briany 192 views 27 comments 0 points Most recent by Coach Jon June 6Adding and Updating Accounts
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  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 332 views 50 comments 90 points Most recent by Dick_Davis June 6Feature Requests
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  Merged: Remember expanded/collapsed state of Accounts List, Transactions, & other elements

  Closed Sstrico 530 views 0 comments 66 points Most recent by Dick_Davis June 6Feature Requests
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 155 views 6 comments 11 points Most recent by Dick_Davis June 6Feature Requests
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  NEW 6/6/25: HealthEquity - Missing Investment Accounts

  Announcement Coach Natalie 157 views 0 comments 4 points Started by Coach Natalie June 6 Current Online Banking Issues
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  Merged: Robinhood brokerage cash duplication

  Closed rmquick25 10 views 0 comments 0 points Started by rmquick25 June 6 Adding and Updating Accounts
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  Morgan Stanley Line of Credit Always Shows Zero Balance

  SashaMike 80 views 11 comments 0 points Most recent by SashaMike June 6Adding and Updating Accounts
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  Mortgage Account has a $0 balance (edited)

  ThisIsTiresome 52 views 7 comments 0 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  ndurand 61 views 3 comments 2 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  Union Bank & Trust (NE) returning FDP-103 error in Quicken Simplifi

  A P 19 views 4 comments 0 points Most recent by Coach Natalie June 4Adding and Updating Accounts
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.5K views 54 comments 183 points Most recent by Saverzzz June 4Feature Requests
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  HealthEquity Savings Account Showing Zero Balance (edited)

  FBOL 97 views 13 comments 1 point Most recent by asa June 3Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (edited)

  ejs 158 views 26 comments 0 points Most recent by Coach Jon June 3Report a Bug
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  Cedar Rapids Bank & Trust FDP-101 error (edited)

  Knowsley 7 views 1 comment 0 points Most recent by Coach Natalie June 3Adding and Updating Accounts
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  Adjusting for a Real Estate Sale

  Answered ✓ Dognose 23 views 2 comments 0 points Most recent by DryHeat June 3Managing Your Transactions
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  New Coinbase OAuth connection only has 1 account

  System 73 views 9 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts
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  Settings>Accounts: Sort the 'Manual Accounts' section with open accounts first (edited)

  Active ejs 10 views 0 comments 1 point Started by ejs May 31 Feature Requests
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.2K views 49 comments 47 points Most recent by Flopbot May 30Feature Requests