Accounts

Discussion List

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  Morgan Stanley Line of Credit Now Shows As Asset Not Liability

  SashaMike 26 views 2 comments 0 points Most recent by SashaMike June 18Adding and Updating Accounts
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 529 views 48 comments 0 points Most recent by DryHeat June 18Report a Bug
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  Please add OpenBank by Santander

  Active StephenB 1.6K views 64 comments 70 points Most recent by Dan23 June 17Report Missing Financial Institution or Biller
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  Option to include manually entered future transactions in account balance

  Active tenor.voce 46 views 1 comment -1 point Most recent by Coach Natalie June 17Feature Requests
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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  techie001 25 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts
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  Adding Cross Country Mortgage FDP-185/FDP-103 (edited)

  Gregory S. 68 views 8 comments 0 points Most recent by Coach Jon June 15Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Flopbot 103 views 17 comments 0 points Most recent by DryHeat June 14Adding and Updating Accounts
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  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  AJ Bryan 15 views 1 comment 0 points Most recent by Coach Kristina June 14Adding and Updating Accounts
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  Allowing Liability accounts to start with negative number to track your progress (edited)

  JoshZ 29 views 1 comment 1 point Most recent by Coach Natalie June 10Adding and Updating Accounts
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  CC account shows "balance w/pending" in header but "bank balance" when editing account

  DryHeat 38 views 3 comments 1 point Most recent by Coach Jon June 10Troubleshooting
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 65 views 13 comments 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Missing minus sign in credit card details statement balance (edited)

  KB2014 78 views 4 comments 0 points Most recent by Coach Jon June 8Troubleshooting
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  We want your feedback for credit card details!

  Announcement Coach Natalie 117 views 6 comments 0 points Most recent by molehill6804 June 7Announcements
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 828 views 49 comments 58 points Most recent by FI-RE_Texas June 6Feature Requests
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  Pending side of transfer does not subtract from balance with pending checked

  RickS 31 views 1 comment 0 points Most recent by Coach Jon June 5Troubleshooting
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  Ability to hide closed accounts in Settings > Accounts (edited)

  FutureEye 49 views 3 comments 2 points Most recent by Coach Jon June 5Feature Requests
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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.1K views 23 comments 117 points Most recent by FutureEye June 4Feature Requests
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 123 views 8 comments 15 points Most recent by Mrunderwonder June 4Feature Requests
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.8K views 64 comments 66 points Most recent by msanders93 June 4Feature Requests
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  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.7K views 67 comments 32 points Most recent by andre98 June 3Feature Requests
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 75 views 8 comments 0 points Most recent by rjg5060 June 3Adding and Updating Accounts
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 2K views 59 comments 215 points Most recent by swterry91 May 30Feature Requests
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  Functionality to track Insurance Policies

  Active Skyfox675 224 views 5 comments 10 points Most recent by eremole May 29Feature Requests
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  Add 457b Retirement Account Type (edited)

  Active Domino82 142 views 10 comments 12 points Most recent by TiggerTrainer May 29Feature Requests
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  Chart is not updating to reflect transactions in manual asset account (edited)

  cyberstackn 55 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  HSA as Investment Account Type

  npalumbo58 12 views 1 comment 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts