Accounts

Discussion List

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  Bank of America Account Not Downloading Transactions

  Question dudgeonc 9 views 0 comments 0 points Started by dudgeonc 6:46PM Report a Bug
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  Some Flagstar account names changed to the username for the bank (edited)

  Flopbot 38 views 6 comments 0 points Most recent by Flopbot 1:02PMAdding and Updating Accounts
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  HSA Bank - Investments account not showing

  The Merg 17 views 1 comment 0 points Most recent by Coach Laura May 24Adding and Updating Accounts
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  Classification of linked accounts - increased flexibility

  Active FI-RE_Texas 18 views 1 comment 1 point Most recent by Coach Kristina May 24Feature Requests
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  neon45 264 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Chart is not updating to reflect transactions in manual asset account (edited)

  cyberstackn 32 views 2 comments 0 points Most recent by cyberstackn May 23Troubleshooting
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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 44 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests
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  Principal Financial Group - balances not updating

  rjg5060 26 views 3 comments 0 points Most recent by Coach Jon May 22Adding and Updating Accounts
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  NEW 5/22/26: Apple Wallet Accounts - Inverse Balances

  Announcement Coach Natalie 339 views 0 comments 4 points Started by Coach Natalie May 22 Current Online Banking Issues
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  Robinhood - Savings accounts don't show up (edited)

  simplira 245 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Target Redcard shows wrong statement balance and date in credit card details (edited)

  EL1234 40 views 3 comments 0 points Most recent by EL1234 May 20Report a Bug
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  hatzberg 27 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 28 comments 73 points Most recent by SRC54 May 19Feature Requests
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  Remove old accounts from view

  djswizzz 26 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Balances not reflecting pending transactions (edited)

  rosachin21k 83 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Credit Card Interest Details

  SRC54 37 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 647 views 4 comments 4 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Missing CD accounts with ETrade

  kimjady 24 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 207 views 23 comments 1 point Most recent by ejs May 14Report a Bug
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  Cannot add new CITBank account - FDP-102 (edited)

  Chuckz 21 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Merrill Lynch investment accounts showing up twice (edited)

  Mlcarlson1205 16 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Credit Card Details: Share your feedback here!

  Closed System 148 views 70 comments 0 points Most recent by Coach Natalie May 12Feedback
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  Add 457b Retirement Account Type (edited)

  Active Domino82 149 views 9 comments 11 points Most recent by MoLOT! May 9Feature Requests
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Altdata 26 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  Ability to hide account balances in the Accounts List (edited)

  Completed Tbone 217 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 23 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$ 42 views 2 comments 0 points Most recent by SRC54 May 7Adding and Updating Accounts
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 213 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 63 views 1 comment 3 points Most recent by Coach Natalie May 6Current Online Banking Issues