Accounts

Discussion List

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  Unable to add Cape Ann Savings Financial Advisors account

  tsbernie 107 views 9 comments 0 points Most recent by tsbernie September 16Adding and Updating Accounts
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  My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly (edited)

  juddmd31 119 views 8 comments 0 points Most recent by RobI September 14Adding and Updating Accounts
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 177 views 19 comments 0 points Most recent by Coach Natalie September 14Adding and Updating Accounts
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  Morgan Stanley CashPlus account handling

  jbaker5400 52 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts
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  Ability to hide cents for accounts in the Accounts List (edited)

  Donnie S 66 views 4 comments 3 points Most recent by bobthemoneyguy September 11Feature Requests
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  Stuck in a duplicate account loop - deleting won't fix it because the name is corrupted at the bank

  Sunshine26 57 views 7 comments 0 points Most recent by Coach Aldair September 10Troubleshooting
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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 77 views 3 comments 13 points Most recent by SRC54 September 9Feature Requests
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  Canadian currency conversion to USD (edited)

  Active the_scottster 118 views 2 comments 4 points Most recent by Coach Natalie September 8Feature Requests
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  Linked loan account with TCT FCU has an inverse balance (positive instead of negative) [edited]

  austinwest 55 views 3 comments 0 points Most recent by Coach Aldair September 8Report a Bug
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  How to best track the balance on a loan to a family member? (edited)

  Answered Terry Glaser 44 views 2 comments 0 points Most recent by EL1234 September 4Troubleshooting
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  Manual Brokerage Account Not in Net Worth

  Answered ✓ hangingchad 57 views 3 comments 0 points Most recent by Coach Aldair September 3Using the Net Worth Feature
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  Switching from Account to All Accounts With Filters Applied (edited)

  Dick_Davis 71 views 8 comments 0 points Most recent by Coach Aldair September 3Troubleshooting
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.7K views 13 comments 36 points Most recent by Dariusz September 2Feature Requests
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  1
  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Completed disc2120 37 views 1 comment 1 point Most recent by disc2120 September 1Feature Requests
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  Allow IRR calculation for any account

  Active pbryn1983 28 views 1 comment 1 point Most recent by pbryn1983 September 1Feature Requests
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  Create Custom Account Types

  pbryn1983 35 views 2 comments 1 point Most recent by pbryn1983 August 30Feedback
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  Bank of America Constantly Disconnecting

  sjc314 37 views 1 comment 0 points Most recent by Coach Kristina August 29Adding and Updating Accounts
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  Empower Accounts - Not finding my 3 IRA's or HYS (edited)

  joda2021 56 views 6 comments 0 points Most recent by Coach Natalie August 26Adding and Updating Accounts
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  When creating transaction Rules, account dropdown is blank

  Max Lin 111 views 10 comments 0 points Most recent by SRC54 August 25Report a Bug
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  Manual Account not updating after transactions

  mamerica 104 views 12 comments 0 points Most recent by mamerica August 24Adding and Updating Accounts
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 74 views 3 comments 9 points Most recent by EL1234 August 24Feature Requests
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  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  AJ Bryan 239 views 22 comments 0 points Most recent by AJ Bryan August 23Adding and Updating Accounts
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  Oklahoma 529 New Login URL

  jadam75 20 views 1 comment 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Return basic functionality of loan tracking for offline loans.

  Nautical Lion 30 views 1 comment 1 point Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 1.7K views 39 comments 86 points Most recent by SRC54 August 21Feature Requests
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  Why don't synced loan accounts download transactions like checking accounts?

  Answered ✓ BrandonH 48 views 2 comments 0 points Most recent by Coach Laura August 20Adding and Updating Accounts
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  I need help with my first-time setup (Simplifi)

  Answered ✓ Closed dlmilord 109 views 9 comments 0 points Most recent by RobWilk August 18Getting Started
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 123 views 9 comments 9 points Most recent by EL1234 August 18Feature Requests
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  Citi credit card balances won't update (edited)

  Closed Michael.Tx 99 views 2 comments 1 point Most recent by Coach Kristina August 17Adding and Updating Accounts
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  In Accounts List, can bank balance and credit card debt be shown separately? (edited)

  Answered ✓ Closed EL85 207 views 21 comments 0 points Most recent by SRC54 August 15Getting Started