Accounts

Discussion List

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  Inaccurate bank data?

  Answered Alexem 16 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Chase Bank Checking classified as Investment Account

  JAXmultiplat 11 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Apple Card not bringing in correct “appears on your Apple Card statement as”

  n2it 10 views 1 comment 0 points Most recent by Coach Kristina April 19Report a Bug
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  Fix past balance on loan account?

  trewbux 18 views 2 comments 1 point Most recent by trewbux April 19Feedback
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  Adding new CD account with E*Trade Bank - "You have already added all your accounts at this bank."

  neon45 114 views 20 comments 0 points Most recent by neon45 April 19Adding and Updating Accounts
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  Merged: Credit Card Details: Share your feedback here!

  Announcement Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback
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  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 10 views 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 116 views 9 comments 1 point Most recent by Coach Jon April 15Report a Bug
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 926 views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  annikalily 86 views 6 comments 0 points Most recent by Marcela April 14Adding and Updating Accounts
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  US Bank Investments (US Bancorp Advisors)

  sidewalkboots 38 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts
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  New Feature Alert: Credit Card Details!

  Announcement Closed Coach Natalie 452 views 2 comments 3 points Most recent by Coach Natalie April 10Updates From the Product Team
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Simplera 138 views 19 comments 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.7K views 62 comments 63 points Most recent by DryHeat April 9Feature Requests
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  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Andre Cheply 51 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
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  Add a "Cash" Account Type (edited)

  Completed RobWilk 173 views 4 comments 7 points Most recent by EL1234 April 6Feature Requests
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  Acorns Emergency Fund HYS Account Not Appearing (edited)

  jtmonroe 56 views 5 comments 0 points Most recent by Coach Natalie April 2Adding and Updating Accounts
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  Keeping track of one category of payments

  Answered ✓ grandmaSB 13 views 1 comment 0 points Most recent by Coach Jon April 1Managing Your Transactions
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  Ability to hide just net worth from the Accounts List (edited)

  cbear749 11 views 1 comment 1 point Most recent by EL1234 March 31Feature Requests
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  No balance or transaction updates since friday (edited)

  Dr Gene 12 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
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  Quicken Will Not Change to "Bank Balance"

  bccoleman 11 views 1 comment 0 points Most recent by DryHeat March 30Troubleshooting
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  Add the bank's URL in manual accounts for easy navigation to their websites (edited)

  jlcouch63 41 views 3 comments 4 points Most recent by Coach Kristina March 29Feature Requests
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  Adding a Chard Snyder (FSA) credit card account

  foster13 11 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Adding a Target Circle Card credit card account

  foster13 30 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Show a last sync day/time for all accounts in the Accounts List (edited)

  Active EL1234 55 views 12 comments 0 points Most recent by DryHeat March 28Feature Requests
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ KDC1996 68 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 417 views 35 comments 0 points Most recent by Coach Jon March 27Report a Bug
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  Merged: Balance Discrepancy when Global Setting is Different from Account Setting

  Closed RhineyII 1 view 0 comments 0 points Started by RhineyII March 27 Report a Bug
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  Manual Account showing negative balance

  mbalducci 72 views 11 comments 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  Corrupted accounts after update (edited)

  JXXS 21 views 1 comment 0 points Most recent by Coach Jon March 26Troubleshooting