Accounts

Discussion List

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  Charles Schwab brokerage account no longer updating

  RickS 15 views 4 comments 0 points Most recent by Coach Kristina 7:28PMReport a Bug
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  Optum Bank Connection Error Message FDP-108

  mpanky 9 views 1 comment 0 points Most recent by Coach Kristina December 13Adding and Updating Accounts
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  Integrate with FREC.COM

  mpanky 6 views 1 comment 1 point Most recent by Coach Kristina December 13Feedback
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 331 views 29 comments 36 points Most recent by SRC54 December 13Feature Requests
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  Robinhood - Savings accounts don't show up (edited)

  simplira 60 views 9 comments 0 points Most recent by simplira December 13Adding and Updating Accounts
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  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 10 views 0 comments 2 points Started by turtle December 11 Feature Requests
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  American Century Accounts Already Added

  vollmas 26 views 5 comments 0 points Most recent by Coach Jon December 11Adding and Updating Accounts
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  Ability to hover over a credit card account to see the statement balance and due date (edited)

  cindyparsons1 20 views 3 comments 5 points Most recent by EL1234 December 10Feature Requests
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  Functionality to track Insurance Policies

  Active Skyfox675 145 views 3 comments 7 points Most recent by dstrack December 10Feature Requests
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  Reconnecting to my bank only gives the option to add accounts (edited)

  GuerillaTime68 28 views 2 comments 0 points Most recent by GuerillaTime68 December 9Adding and Updating Accounts
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 134 views 18 comments 0 points Most recent by Coach Jon December 9Adding and Updating Accounts
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  Some Amex accounts are not being discovered

  System 242 views 31 comments 1 point Most recent by Coach Jon December 8Adding and Updating Accounts
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  How do I use Simplifi

  NoraBelle 22 views 2 comments 0 points Most recent by DannyB December 8Getting Started
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  SRC54 14 views 0 comments 0 points Started by SRC54 December 6 Adding and Updating Accounts
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 315 views 16 comments 21 points Most recent by Coach Natalie December 5Feature Requests
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 5Feature Requests
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  Request: link U.S. Bank retirement accounts

  mattyrazz7 31 views 4 comments 0 points Most recent by mattyrazz7 December 5Adding and Updating Accounts
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  CIT account showing wrong balance (edited)

  Marquette42 31 views 3 comments 0 points Most recent by Marquette42 December 3Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  LJMR 56 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 32 views 1 comment 0 points Most recent by Coach Jon November 26Adding and Updating Accounts
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  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed RSKadish 788 views 36 comments 58 points Most recent by Coach Natalie November 24Feature Requests
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  Please add OpenBank by Santander

  Active StephenB 785 views 33 comments 43 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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  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 735 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)

  Closed mthoman1 30 views 3 comments 0 points Most recent by DryHeat November 12Adding and Updating Accounts