Accounts

Discussion List

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  Chase Balance is Wrong

  cowboydude99 72 views 11 comments 0 points Most recent by DryHeat August 7Adding and Updating Accounts
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 963 views 75 comments 0 points Most recent by SRC54 August 7Report a Bug
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  Ability to filter accounts in Settings > Accounts (edited)

  Active Rupe 47 views 0 comments 3 points Started by Rupe August 5 Feature Requests
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  Discover Credit Card Now Capital One – Messed up Transactions (edited)

  Dick_Davis 51 views 4 comments 0 points Most recent by DryHeat August 4Adding and Updating Accounts
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 104 views 9 comments 0 points Most recent by rjg5060 August 4Adding and Updating Accounts
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  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  AJ Bryan 160 views 17 comments 0 points Most recent by Coach Natalie August 3Adding and Updating Accounts
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  Accounts/transactions aren't updating (edited)

  Brainnrse 31 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Manually added interest rate and credit limit keeps being removed (edited)

  BradleyBenSmith 214 views 18 comments 0 points Most recent by SRC54 August 1Troubleshooting
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  Ability to change an Investment Account to another account type

  lh55 26 views 1 comment 0 points Most recent by Coach Jon July 31Feedback
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  Need help resolving incorrect balance on old Discover account that was added via Capital One

  CHC 37 views 2 comments 0 points Most recent by CHC July 31Adding and Updating Accounts
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  Mobile App: Update the Accounts page for better scrolling through accounts (edited)

  Active jwscott 49 views 2 comments 1 point Most recent by Coach Natalie July 29Feature Requests
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  Custom ordering/grouping of the Accounts List

  ainsliejohn 38 views 2 comments 0 points Most recent by ainsliejohn July 25Feedback
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  Suggestion: store Credit Card details like phone & benefits

  CT Saver 15 views 1 comment 0 points Most recent by DryHeat July 25Feedback
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 3.1K views 68 comments 71 points Most recent by mpmcwhirter July 24Feature Requests
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.6K views 12 comments 33 points Most recent by mpmcwhirter July 24Feature Requests
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  After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

  System 64 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  JBB 172 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Net Worth chart excludes a manual investment account although all accounts are selected (edited)

  oliverdavid 99 views 9 comments 0 points Most recent by Coach Jon July 22Using the Net Worth Feature
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  Favorites Group at the top of the Accounts List (edited)

  Active Philk 190 views 14 comments 6 points Most recent by RobI July 21Feature Requests
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  Quick access: Bookmark/ Pin favorite account for regular access

  RobI 34 views 2 comments 2 points Most recent by Coach Natalie July 21Feedback
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  Bridgecrest car loan account is showing the wrong remaining balance (edited)

  Asylum 96 views 7 comments 0 points Most recent by Coach Jon July 20Adding and Updating Accounts
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  Balance going in wrong direction

  Sunshine26 301 views 25 comments 0 points Most recent by Coach Natalie July 20Troubleshooting
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  Please add OpenBank by Santander

  Active StephenB 1.8K views 65 comments 72 points Most recent by pinecode July 20Report Missing Financial Institution or Biller
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  Apple Savings balance switches to last deposit amount

  mtl_elias 26 views 1 comment 0 points Most recent by SRC54 July 19Adding and Updating Accounts
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  How to reverse closed account

  Answered ✓ ChristineT57 50 views 1 comment 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
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  Number of Accounts

  ejs 35 views 1 comment 0 points Most recent by Coach Jon July 15Troubleshooting
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  3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

  mfinnegan 44 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts
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  Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

  exabrial 63 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts
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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 116 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  How to get manual Investment ("Other Investment") account to update?

  supermatthew 85 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts