Accounts

Discussion List

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  Affinity Federal Credit Union HELOC no longer provides accurate balance

  Closed user12 48 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  How do I remove an asset account? (edited)

  Answered ✓ Closed Warpath 228 views 3 comments 0 points Most recent by Warpath December 2025Adding and Updating Accounts
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  Transaction export

  Closed IHasAQuestion 62 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  American Century Accounts Already Added

  Closed vollmas 246 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Running Balance Column in Account Registers

  Closed Ames.Vannah 216 views 5 comments 2 points Most recent by SRC54 December 2025Feedback
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  Ability to hover over a credit card account to see the statement balance and due date (edited)

  Active cindyparsons1 52 views 3 comments 8 points Most recent by EL1234 December 2025Feature Requests
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  Reconnecting to my bank only gives the option to add accounts (edited)

  Closed GuerillaTime68 92 views 2 comments 0 points Most recent by GuerillaTime68 December 2025Adding and Updating Accounts
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  How do I use Simplifi

  Closed NoraBelle 92 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  Closed SRC54 26 views 0 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 623 views 16 comments 22 points Most recent by Coach Natalie December 2025Feature Requests
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  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 141 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  CIT account showing wrong balance (edited)

  Closed Marquette42 84 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 147 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding 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 4.1K views 72 comments 206 points Most recent by PhoenixV November 2025Feature Requests
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 203 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 1.2K views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 6 views 0 comments 5 points Most recent by RASA November 2025Feature Requests
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  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 1 view 0 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 54 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 50 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  Closed mthoman1 63 views 3 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  New Financial Institution - WorkSaveRetire

  Active budgetm8 5 views 0 comments 2 points Most recent by budgetm8 November 2025Feature Requests
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  Amex HYS $0 Balance (edited)

  Closed quickdave 209 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Gemini account not linking credit card

  Closed GF-2025 1.7K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 380 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 18 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 947 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 56 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts