Accounts

Discussion List

• 
  What is the 'New' feature flag on the Credit section? (edited)

  Answered K413 94 views 5 comments 0 points Most recent by Flopbot October 10Feedback
• 
  Unable to Link Citi Brokerage Account (Edited)

  richarddchen 24 views 1 comment 0 points Most recent by Coach Aldair October 10Troubleshooting
• 
  My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly (edited)

  juddmd31 183 views 12 comments 0 points Most recent by Coach Aldair October 9Adding and Updating Accounts
• 
  Chase Checking Account: Incorrect Balance with Pending

  RustyG 68 views 2 comments 0 points Most recent by DryHeat October 8Adding and Updating Accounts
• 
  2

  Up Down
  Add the Credit Card Statement Date to the Credit Dashboard (edited)

  Active surfnsocal 27 views 2 comments 2 points Most recent by EL1234 October 7Feature Requests
• 
  ONGOING 10/7/26: AMEX AuthUser credit cards cannot be reconnected after a connection reset

  Coach Aldair 154 views 2 comments 0 points Most recent by Coach Natalie October 7Current Online Banking Issues
• 
  Morgan Stanley/Smith Barney accounts have incorrect balances, market value, and holdings data

  dndsieg17 82 views 5 comments 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts
• 
  4

  Up Down
  Bold the account sub-headings in the Accounts List (edited)

  Active Hansang 54 views 1 comment 4 points Most recent by DryHeat October 4Feature Requests
• 
  Accidentally linked Vanguard accounts to the wrong login (edited)

  RobI 77 views 2 comments 0 points Most recent by RobI October 4Adding and Updating Accounts
• 
  Home Depot Credit Card Returning FDP-350 Error When Reauthorizing

  Answered dougvanderyacht 84 views 1 comment 0 points Most recent by Coach Aldair October 3Adding and Updating Accounts
• 
  Acorns Emergency Fund HYS Account Not Appearing (edited)

  jtmonroe 193 views 6 comments 0 points Most recent by Coach Natalie October 1Adding and Updating Accounts
• 
  Can't get Citi card account to reconnect (invalid username and password error)

  Peripety 143 views 4 comments 0 points Most recent by Peripety September 30Adding and Updating Accounts
• 
  Onity Mortgage - Balance shows positive instead of negative

  System 144 views 10 comments 0 points Most recent by Adam14342 September 29Adding and Updating Accounts
• 
  Best Practice for Handling a Central Billing Account With Two Credit Cards? (edited)

  Answered Flopbot 62 views 1 comment 0 points Most recent by Coach Aldair September 25Adding and Updating Accounts
• 
  Duplicate credit card account and blank transactions (edited)

  Randy17485 157 views 7 comments 0 points Most recent by Randy17485 September 25Troubleshooting
• 
  Incorrect balance showing for Chase Checking

  phirephoto 154 views 4 comments 0 points Most recent by EL1234 September 25Adding and Updating Accounts
• 
  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  AJ Bryan 382 views 24 comments 0 points Most recent by Coach Aldair September 19Adding and Updating Accounts
• 
  Unable to add Cape Ann Savings Financial Advisors account

  tsbernie 131 views 9 comments 0 points Most recent by tsbernie September 16Adding and Updating Accounts
• 
  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 244 views 19 comments 0 points Most recent by Coach Natalie September 14Adding and Updating Accounts
• 
  Morgan Stanley CashPlus account handling

  Closed jbaker5400 71 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts
• 
  4

  Up Down
  Ability to hide cents for accounts in the Accounts List (edited)

  Active Donnie S 82 views 4 comments 4 points Most recent by bobthemoneyguy September 11Feature Requests
• 
  Stuck in a duplicate account loop - deleting won't fix it because the name is corrupted at the bank

  Closed Sunshine26 71 views 7 comments 0 points Most recent by Coach Aldair September 10Troubleshooting
• 
  14

  Up Down
  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 93 views 3 comments 14 points Most recent by SRC54 September 9Feature Requests
• 
  4

  Up Down
  Canadian currency conversion to USD (edited)

  Active the_scottster 146 views 2 comments 4 points Most recent by Coach Natalie September 8Feature Requests
• 
  Linked loan account with TCT FCU has an inverse balance (positive instead of negative) [edited]

  Closed austinwest 61 views 3 comments 0 points Most recent by Coach Aldair September 8Report a Bug
• 
  How to best track the balance on a loan to a family member? (edited)

  Answered Closed Terry Glaser 52 views 2 comments 0 points Most recent by EL1234 September 4Troubleshooting
• 
  Manual Brokerage Account Not in Net Worth

  Answered ✓ Closed hangingchad 62 views 3 comments 0 points Most recent by Coach Aldair September 3Using the Net Worth Feature
• 
  Switching from Account to All Accounts With Filters Applied (edited)

  Closed Dick_Davis 93 views 8 comments 0 points Most recent by Coach Aldair September 3Troubleshooting
• 
  37

  Up Down
  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.7K views 13 comments 37 points Most recent by Dariusz September 2Feature Requests
• 
  1
  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Completed Closed disc2120 52 views 1 comment 1 point Most recent by disc2120 September 1Feature Requests