Accounts

Discussion List

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  Add shareholder subdomain from Primerica

  Scotties 100 views 14 comments 2 points Most recent by Coach Jon 6:04PMAdding and Updating Accounts
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  Chase balance is incorrect (edited)

  RobWilk 37 views 6 comments 0 points Most recent by EL1234 4:38PMAdding and Updating Accounts
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  Balance Issues with Citi (edited)

  TheReal702 739 views 113 comments 1 point Most recent by EL1234 4:24PMAdding and Updating Accounts
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  Simplifi Calculates FUSB Balance Wrong Again Today

  SRC54 207 views 38 comments 0 points Most recent by Coach Natalie 3:41PMReport a Bug
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 165 views 5 comments 12 points Most recent by emkap 4:33AMFeature Requests
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  Chase Checking Balance has been off for a few days

  RobWilk 114 views 15 comments 0 points Most recent by RobWilk November 20Troubleshooting
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  Please add OpenBank by Santander

  Active StephenB 18 views 3 comments 1 point Most recent by Coach Jon November 19Report Missing Financial Institution
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  Active barryh 2K views 60 comments 150 points Most recent by IgnacioRG November 18Feature Requests
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  Cleared transaction still shows pending in the tooltip and balance is off

  System 150 views 28 comments 0 points Most recent by SRC54 November 18Adding and Updating Accounts
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  14
  Automatic Car Value Tracking

  Planned barryh 2.8K views 53 comments 14 points Most recent by Beltifi November 18Feature Requests
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  PNC Private Bank Web Connect issue

  aef 35 views 5 comments 1 point Most recent by Coach Kristina November 17Adding and Updating Accounts
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  Balance way off

  EllieBean 36 views 5 comments 0 points Most recent by RobWilk November 15Adding and Updating Accounts
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  Balance Adjustment Only Modifies Balance While "Pending"

  LH13 29 views 3 comments 0 points Most recent by RobWilk November 15Adding and Updating Accounts
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  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ ender 31 views 2 comments 0 points Most recent by ender November 14Adding and Updating Accounts
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  Can Not Add Any New Accounts

  cuitcny 330 views 31 comments 0 points Most recent by Coach Natalie November 13Adding and Updating Accounts
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  Setting a brokerage account to type "Savings"

  RockLee 29 views 5 comments 0 points Most recent by Coach Jon November 13Adding and Updating Accounts
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  Incorrect Balance with Capital One

  System 17 views 2 comments 0 points Most recent by Coach Jon November 13Adding and Updating Accounts
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  Active EL1234 1.2K views 47 comments 159 points Most recent by Max1223 November 13Feature Requests
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  Ability to Select All and Unselect All accounts on Bills & Payments > Cash Flow page (edited)

  Active Earlsrock 7 views 0 comments 2 points Started by Earlsrock November 13 Feature Requests
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  jdtrujillo 32 views 4 comments 0 points Most recent by Coach Natalie November 13Report a Bug
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  brianperry263 154 views 25 comments 0 points Most recent by Coach Natalie November 13Adding and Updating Accounts
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  30
  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.2K views 47 comments 30 points Most recent by akogan November 12Feature Requests
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  New behavior with manually added transactions matching pending?

  JCG2042 170 views 26 comments 0 points Most recent by JCG2042 November 12Troubleshooting
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  Incorrect balance from bank causes incorrect projections (edited)

  everydave 216 views 38 comments 0 points Most recent by everydave November 11Adding and Updating Accounts
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  NEW 11/11/24: Multiple FI's - Account Balance & Missing Transactions Issues

  Announcement Coach Natalie 264 views 0 comments 3 points Started by Coach Natalie November 11 Current Online Banking Issues
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  Add the ability to hide *ANY* account

  Active RobWilk 971 views 29 comments 56 points Most recent by whoisbwood November 10Feature Requests
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  "Other Loan" accounts missing from the Net Worth Report

  System 16 views 3 comments 0 points Most recent by jdtrujillo November 9Report a Bug
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  AMEX HYSA zero balance

  quickdave 26 views 4 comments 0 points Most recent by Coach Jon November 8Adding and Updating Accounts
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  Balances completely wrong today (10/25) from doubled transactions

  t8iujh 179 views 21 comments 0 points Most recent by RobWilk November 8Adding and Updating Accounts
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  Home Loan:Mortgage periodic balance WAY OFF

  mnox 31 views 4 comments 0 points Most recent by RobWilk November 7Adding and Updating Accounts