Accounts

Discussion List

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  HSA Bank Investment Account Not Showing Up To Add

  timwmson 22 views 6 comments 0 points Most recent by timwmson December 20Adding and Updating Accounts
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  Supporting Neo Financial Bank Canada

  Active Sourabh 64 views 3 comments 1 point Most recent by giuliano.meller December 20Report Missing Financial Institution
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  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  In Progress Doug Hall 100 views 9 comments 4 points Most recent by UrsulaA December 19Feature Requests
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  35
  Ability to choose which connected accounts get updated (edited)

  Completed jfmclaugh 305 views 13 comments 35 points Most recent by Coach Natalie December 19Feature Requests
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  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed RSKadish 1.4K views 53 comments 161 points Most recent by EL1234 December 19Feature Requests
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  Chase balance is incorrect (edited)

  RobWilk 1.1K views 115 comments 3 points Most recent by SRC54 December 19Adding and Updating Accounts
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  Bank Balance (default) Setting Not Functioning

  Charles Collins 93 views 16 comments 0 points Most recent by Charles Collins December 19Troubleshooting
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  Please add OpenBank by Santander

  Active StephenB 80 views 6 comments 8 points Most recent by htadesse December 19Report Missing Financial Institution
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  Balance Issues with Citi (edited)

  TheReal702 862 views 115 comments 1 point Most recent by EL1234 December 18Adding and Updating Accounts
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  Simplifi Calculates FUSB Balance Wrong Again Today

  SRC54 271 views 46 comments 0 points Most recent by SRC54 December 18Report a Bug
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  Incorrect balance from bank causes incorrect projections (edited)

  everydave 284 views 40 comments 0 points Most recent by everydave December 17Adding and Updating Accounts
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  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ ender 116 views 8 comments 0 points Most recent by AaronJB December 16Adding and Updating Accounts
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  Connecting to Edelman Financial Engines

  cardcj 18 views 2 comments 0 points Most recent by cardcj December 16Adding and Updating Accounts
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  Active EL1234 1.2K views 49 comments 164 points Most recent by RobWilk December 16Feature Requests
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  Add shareholder subdomain from Primerica

  Scotties 138 views 18 comments 2 points Most recent by Coach Kristina December 15Adding and Updating Accounts
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  Merged: add JeniusBank (part of SMBC MANUBANK)

  Closed nmavor 5 views 0 comments 1 point Started by nmavor December 14 Report Missing Financial Institution
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  54

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  Ability to Reopen Closed Accounts (edited)

  Active SZR 740 views 21 comments 54 points Most recent by Yoa December 14Feature Requests
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  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Ryan-H 43 views 1 comment 0 points Most recent by Coach Jon December 13Adding and Updating Accounts
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  Unable to add PNC Bank Investment Accounts (edited)

  aef 114 views 13 comments 1 point Most recent by Coach Natalie December 9Adding and Updating Accounts
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  Cleared transaction still shows pending in the tooltip and balance is off

  System 405 views 61 comments 0 points Most recent by EL1234 December 5Adding and Updating Accounts
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  Quicken has incorrect checking balance

  N4KHQ 93 views 10 comments 0 points Most recent by N4KHQ December 5Managing Your Transactions
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  Setting a brokerage account to type "Savings"

  RockLee 65 views 13 comments 0 points Most recent by SRC54 December 5Adding and Updating Accounts
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  jdtrujillo 41 views 6 comments 0 points Most recent by UrsulaA December 4Report a Bug
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  Merged: Issue: Transfer feature does not allow DC as a state

  Closed xnn7 7 views 0 comments 0 points Started by xnn7 December 4 Report a Bug
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  How to disconnect Apple Cash and Apple Savings account?

  Answered ✓ LakGoy 23 views 1 comment 0 points Most recent by UrsulaA December 4Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  System 27 views 2 comments 0 points Most recent by Coach Natalie December 4Adding and Updating Accounts
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  Additional Real Estate Assets

  TheReal702 16 views 1 comment 1 point Most recent by TheReal702 December 3Adding and Updating Accounts
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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 42 views 6 comments 6 points Most recent by UrsulaA December 3Feature Requests
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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 254 views 3 comments 10 points Most recent by RobWilk December 2Feature Requests
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  Bank link option needed for servicing.mohela.com

  Altdata 11 views 1 comment 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts