Accounts

Discussion List

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  Does the account-specific Balance Type setting actually do anything?

  Answered bob303727 44 views 7 comments 0 points Most recent by bob303727 12:53AMAdding and Updating Accounts
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  Request: link U.S. Bank retirement accounts

  mattyrazz7 22 views 3 comments 0 points Most recent by Coach Jon December 4Adding and Updating Accounts
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  CIT account showing wrong balance (edited)

  Marquette42 26 views 3 comments 0 points Most recent by Marquette42 December 3Adding and Updating Accounts
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  Some Amex accounts are not being discovered

  System 164 views 21 comments 1 point Most recent by Coach Jon December 3Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  LJMR 54 views 9 comments 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.6K views 72 comments 178 points Most recent by PhoenixV November 28Feature Requests
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  SmittyVA 31 views 1 comment 0 points Most recent by Coach Jon November 26Adding and Updating Accounts
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed RSKadish 778 views 36 comments 58 points Most recent by Coach Natalie November 24Feature Requests
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  Please add OpenBank by Santander

  Active StephenB 757 views 33 comments 41 points Most recent by JimmyG November 24Report Missing Financial Institution
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 6 views 0 comments 2 points Started by RASA November 24 Feature Requests
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  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 10 views 0 comments 0 points Most recent by Coach Jon November 21Adding and Updating Accounts
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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  nrp06 22 views 3 comments 0 points Most recent by Coach Jon November 20Investments
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  Checking accounts are often not current even after multiple updates (edited)

  MareBear 20 views 1 comment 0 points Most recent by Coach Natalie November 20Adding and Updating Accounts
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  202

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.6K views 58 comments 202 points Most recent by quick username November 14Feature Requests
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 732 views 39 comments 73 points Most recent by DryHeat November 14Feature Requests
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  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  mthoman1 28 views 3 comments 0 points Most recent by DryHeat November 12Adding and Updating Accounts
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  New Financial Institution - WorkSaveRetire

  Active budgetm8 7 views 0 comments 2 points Started by budgetm8 November 12 Feature Requests
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  PHH Mortgage $0 Loan Balance (edited)

  Duke0486 111 views 20 comments 0 points Most recent by Coach Jon November 12Adding and Updating Accounts
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  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.5K views 3 comments 9 points Most recent by Coach Jon November 11Current Online Banking Issues
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 55 views 8 comments 1 point Most recent by SRC54 November 10Report a Bug
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  Amex HYS $0 Balance (edited)

  quickdave 51 views 6 comments 0 points Most recent by Coach Jon November 10Adding and Updating Accounts
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 928 views 26 comments 66 points Most recent by J_M_F November 6Feature Requests
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  Gemini account not linking credit card

  GF-2025 721 views 55 comments 6 points Most recent by GF-2025 November 5Adding and Updating Accounts
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  Refund Reminder Card Displays on All Accounts

  Charles Collins 113 views 13 comments 0 points Most recent by SRC54 November 5Report a Bug
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 75 views 11 comments 1 point Most recent by Coach Natalie November 4Adding and Updating Accounts
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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 16 views 0 comments 2 points Started by RobWilk November 4 Feature Requests
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 738 views 24 comments 0 points Most recent by Coach Natalie November 3Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 26 views 3 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  PayPal - Missing Credit Account (edited)

  Monizrr 1.8K views 71 comments 3 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 385 views 22 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts