Accounts

Discussion List

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  Adding new CD account with E*Trade Bank - "You have already added all your accounts at this bank."

  neon45 28 views 4 comments 0 points Most recent by Coach Jon 5:28PMAdding and Updating Accounts
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  No balance or transaction updates since friday (edited)

  Dr Gene 13 views 1 comment 0 points Most recent by Coach Jon 5:18PMAdding and Updating Accounts
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  Quicken Will Not Change to "Bank Balance"

  bccoleman 10 views 1 comment 0 points Most recent by DryHeat 2:12PMTroubleshooting
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  Add the bank's URL in accounts for easy navigation to their websites (edited)

  jlcouch63 26 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 12 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 20 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 45 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 47 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Credit Card Details: Share your feedback here!

  Announcement Coach Natalie 1.1K views 47 comments 1 point Most recent by Coach Matthew March 27Early Access User Feedback
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 401 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 6 views 0 comments 0 points Started by RhineyII March 27 Report a Bug
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Simplera 120 views 16 comments 0 points Most recent by Coach Jon March 27Adding and Updating Accounts
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  Manual Account showing negative balance

  mbalducci 67 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 22 views 1 comment 0 points Most recent by Coach Jon March 26Troubleshooting
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  Balance Types Have Changed Depending on Account Type

  SRC54 33 views 3 comments 0 points Most recent by EL1234 March 26Feedback
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 80 views 5 comments 12 points Most recent by RobWilk March 25Feature Requests
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  REI Mastercard (Capital One) not showing credit limit, available credit

  Answered DryHeat 44 views 7 comments 0 points Most recent by Coach Matthew March 24Feedback
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  New Feature Alert: Credit Card Details!

  Announcement Closed Coach Natalie 329 views 1 comment 3 points Most recent by Coach Natalie March 24Updates From the Product Team
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  CareCredit/Synchrony: Credit limit not properly reflected

  RobWilk 27 views 4 comments 0 points Most recent by RobWilk March 24Troubleshooting
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 444 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
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  Show pending totals for manual accounts (edited)

  Active Stroobs 37 views 4 comments 4 points Most recent by RobWilk March 23Feature Requests
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  Merged: Bank Of America Processing/Pending Transactions

  Closed LukeNM 28 views 0 comments 0 points Most recent by DryHeat March 23Adding and Updating Accounts
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 27 comments 70 points Most recent by Stroobs March 22Feature Requests
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  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Andre Cheply 29 views 2 comments 0 points Most recent by Andre Cheply March 22Managing Your Transactions
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 988 views 49 comments 88 points Most recent by KB2014 March 20Feature Requests
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  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 25 views 2 comments 7 points Most recent by BudgetTracker March 19Feature Requests
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  Manual Bank accounts show $0 in reports

  cb611927 11 views 1 comment 0 points Most recent by SRC54 March 19Troubleshooting
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  Manual asset market value linked to account creation and not "Opening Balance" date (edited)

  ryanoldja 30 views 1 comment 0 points Most recent by Coach Jon March 18Troubleshooting
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  Marcus accounts missing after opening CDs

  mjs560 111 views 5 comments 0 points Most recent by tenaciousdlg March 17Adding and Updating Accounts