Accounts

Discussion List

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  Chase balance is incorrect (edited)

  RobWilk 563 views 68 comments 3 points Most recent by RobWilk 2:24PMAdding and Updating Accounts
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  Cleared transaction still shows pending in the tooltip and balance is off

  System 345 views 59 comments 0 points Most recent by UrsulaA 2:18PMAdding and Updating Accounts
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  Quicken has incorrect checking balance

  Question N4KHQ 12 views 0 comments 0 points Started by N4KHQ 12:15PM Managing Your Transactions
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  Simplifi Calculates FUSB Balance Wrong Again Today

  SRC54 228 views 40 comments 0 points Most recent by SRC54 12:10PMReport a Bug
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  Additional Real Estate Assets

  TheReal702 13 views 1 comment 1 point Most recent by TheReal702 December 3Adding 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 54 views 4 comments 0 points Most recent by ender December 3Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  System 11 views 1 comment 0 points Most recent by PhilS December 3Adding and Updating Accounts
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  Unable to add PNC Bank Investment Accounts (edited)

  aef 93 views 12 comments 1 point Most recent by Coach Natalie 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 39 views 6 comments 6 points Most recent by UrsulaA December 3Feature Requests
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  Setting a brokerage account to type "Savings"

  RockLee 53 views 11 comments 0 points Most recent by SRC54 December 3Adding and Updating Accounts
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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 243 views 3 comments 9 points Most recent by RobWilk December 2Feature Requests
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  Bank link option needed for servicing.mohela.com

  Altdata 9 views 1 comment 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  Problems with linking to MassMutual.com

  Altdata 9 views 1 comment 0 points Most recent by Coach Natalie December 2Adding and Updating Accounts
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  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  In Progress Doug Hall 37 views 5 comments 4 points Most recent by EL1234 December 1Feature Requests
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  Please add OpenBank by Santander

  Active StephenB 44 views 6 comments 4 points Most recent by ekg November 30Report Missing Financial Institution
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  30
  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.2K views 48 comments 30 points Most recent by akogan November 27Feature Requests
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  Add Partner Colorado Credit Union to link

  In Review BigMac61 18 views 1 comment 1 point Most recent by GMerritt89 November 27Report Missing Financial Institution
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  Balance Issues with Bank of America

  System 68 views 12 comments 0 points Most recent by TheReal702 November 26Adding and Updating Accounts
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  Chase Bank Balance WAY WRONG (edited)

  NanP1017 69 views 6 comments 0 points Most recent by Coach Natalie November 26Adding and Updating Accounts
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  Merged: Incorrect Chase balance

  Closed System 7 views 0 comments 0 points Most recent by RobWilk November 26Adding and Updating Accounts
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  [ONGOING] 11/11/24: Multiple FI's - Account Balance & Missing Transactions Issues

  Coach Natalie 484 views 1 comment 2 points Most recent by Coach Jon November 25Current Online Banking Issues
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  Deleted credit card account, then re-added, but only got transactions back to August

  Membername 20 views 3 comments 0 points Most recent by Coach Natalie November 25Adding and Updating Accounts
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  Balance Issues with Citi (edited)

  TheReal702 816 views 114 comments 1 point Most recent by RobWilk November 25Adding and Updating Accounts
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  checking register

  Mizer 18 views 1 comment 0 points Most recent by DannyB November 25Report a Bug
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  J.Crew FDP-103 (edited)

  ajstar 9 views 1 comment 1 point Most recent by Coach Kristina November 24Adding and Updating Accounts
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 514 views 24 comments 52 points Most recent by LatAmSojourner November 24Feature Requests
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  Merged: Additional Account Information such as credit card expiration date and a Notes field [Edite…

  Closed LatAmSojourner 6 views 0 comments 1 point Started by LatAmSojourner November 24 Feature Requests
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  Remember the expanded/collapsed state for the Projected Cash Flow/Upcoming section (edited)

  Active kai4387 250 views 12 comments 41 points Most recent by MikeBtp November 23Feature Requests
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  Supporting Neo Financial Bank Canada

  Active Sourabh 58 views 2 comments 1 point Most recent by Kurt2772 November 23Report Missing Financial Institution
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  San Francisco Federal Credit Union - zero balance

  Cbiasbas 14 views 1 comment 0 points Most recent by Coach Jon November 22Adding and Updating Accounts