Accounts

Discussion List

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  Closing date for credit cards

  Closed Robinthemike 48 views 3 comments 0 points Most recent by UrsulaA February 29Feedback
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  Add 401a as an Account Type (edited)

  Active FutureEye 45 views 1 comment 2 points Most recent by FutureEye February 29Feature Requests
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  Merged: Allow for input of cash transactions (without need to create a cash account)

  IzzyR 11 views 0 comments -1 point Started by IzzyR February 28 Feature Requests
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  Merged: Unable to connect to Morgan Stanley Stock Plan Connect

  Jason M 11 views 0 comments 0 points Started by Jason M February 28 Adding and Updating Accounts
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  What does "banking" mean in this context?

  Closed Amethyst64 74 views 14 comments 0 points Most recent by UrsulaA February 28Troubleshooting
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  Venmo - Getting Care Code QCS-0429-2

  Closed System 198 views 10 comments 0 points Most recent by Coach Kristina February 25Adding and Updating Accounts
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  Is it safe to delete unused Financial Institutions in the Accounts List?

  Answered ✓ Closed SRC54 35 views 2 comments 0 points Most recent by UrsulaA February 23Troubleshooting
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  Merged: Add ability to add Assets for Vehicles

  MoneySkeets 1 view 0 comments 1 point Started by MoneySkeets February 22 Feature Requests
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  Combine an existing Brokerage Account with an Imported account with the same name

  Answered ✓ Closed neon45 330 views 11 comments 0 points Most recent by UrsulaA February 21Managing Your Transactions
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  empower-retirement.com 401k stopped syncing and shows $0.00

  Closed Another Stephen 799 views 11 comments 0 points Most recent by UrsulaA February 21Adding and Updating Accounts
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  How to add non-cash assets

  Answered ✓ Closed Mortimer Duke 257 views 4 comments 0 points Most recent by Mortimer Duke February 21Adding and Updating Accounts
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  Duplicate BofA checking accounts (2) quoting different/negative balances?

  Closed Karin 45 views 4 comments 0 points Most recent by Coach Kristina February 20Troubleshooting
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 27 views 0 comments 1 point Started by Oleksander February 19 Feature Requests
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  Wasn’t able to add husbands Mohela account (edited)

  Closed jaiv 53 views 1 comment 1 point Most recent by Coach Kristina February 18Adding and Updating Accounts
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  Credit Card Balances Incorrect in Accounts List

  Closed ajbopp 35 views 2 comments 0 points Most recent by ajbopp February 16Adding and Updating Accounts
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  6

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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 55 views 2 comments 6 points Most recent by Tim23 February 14Feature Requests
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  CollegeBoundSaver Rhode Island

  Closed Prestonian 50 views 1 comment 1 point Most recent by Coach Natalie February 14Adding and Updating Accounts
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  On reconciling accounts

  Answered ✓ Closed japple7 114 views 1 comment 0 points Most recent by UrsulaA February 13Managing Your Transactions
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  Merged: Account Refresh Intervals (to avoid constant MFA prompts)

  Meh 1 view 0 comments 1 point Started by Meh February 12 Feature Requests
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  Simplifi not adding all accounts from Wells Fargo

  Closed JCF 49 views 1 comment 0 points Most recent by Coach Kristina February 11Adding and Updating Accounts
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  Balance with pending is incorrect

  Closed Jeannette 43 views 1 comment 1 point Most recent by Coach Kristina February 11Troubleshooting
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  Double-counting pending transactions for balance for Ally Bank.

  Closed karl_a 114 views 1 comment 1 point Most recent by UrsulaA February 8Adding and Updating Accounts
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  Is there a way to hide the Bills & Payments widget in accounts? (edited)

  Answered ✓ Closed Mercs 36 views 2 comments 0 points Most recent by Coach Natalie February 7Feedback
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  Optum Financial HSA Incorrect Balance (edited)

  Closed Sample5175 113 views 2 comments 0 points Most recent by Sample5175 February 7Adding and Updating Accounts
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  PSERS School Employees' Defined Contribution Plan 401K

  Closed madmoondog 97 views 11 comments 0 points Most recent by Coach Natalie February 7Adding and Updating Accounts
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  Accounts list needs a clearer hierarchy

  Closed Tony Kirk 11 views 1 comment 1 point Most recent by Coach Natalie February 7Feedback
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  Can I add a linked transaction to a manual mortgage liability account?

  Answered ✓ Closed BlazeBeard 288 views 2 comments 0 points Most recent by BlazeBeard February 7Bills and Income
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  Savings goals not deducting from account

  Answered ✓ Closed ecrissman 34 views 2 comments 0 points Most recent by ecrissman February 7Troubleshooting
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  Is it possible to have more than one tracking account without a seperate membership plan?

  Closed jessfill 95 views 1 comment 0 points Most recent by Coach Kristina February 6Troubleshooting
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  Loancare balance only shows 0 (edited)

  Closed HouseOfSpend 13 views 1 comment 0 points Most recent by Coach Kristina February 6Adding and Updating Accounts