Accounts

Discussion List

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  Fidelity CMA Account gets added as an investment account (edited)

  Closed Grenae0924 391 views 14 comments 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 172 views 6 comments 13 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Robinhood brokerage cash duplication

  Closed rmquick25 1 view 0 comments 0 points Most recent by rmquick25 June 2025Adding and Updating Accounts
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  Mortgage Account has a $0 balance (edited)

  Closed ThisIsTiresome 131 views 7 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 301 views 3 comments 2 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Union Bank & Trust (NE) returning FDP-103 error in Quicken Simplifi

  Closed A P 51 views 4 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (edited)

  Closed ejs 312 views 26 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Cedar Rapids Bank & Trust FDP-101 error (edited)

  Closed Knowsley 1 view 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Adjusting for a Real Estate Sale

  Answered ✓ Closed Dognose 81 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  New Coinbase OAuth connection only has 1 account

  Closed System 101 views 9 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Settings>Accounts: Sort the 'Manual Accounts' section with open accounts first (edited)

  Active ejs 1 view 0 comments 1 point Most recent by ejs May 2025Feature Requests
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  Manual Account Balances Don't Update

  Closed Christaaay 121 views 10 comments 0 points Most recent by Christaaay May 2025Troubleshooting
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  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-103)

  Closed MandM 352 views 30 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Add ExxonMobil Citi card

  Closed Rasadu 11 views 1 comment 1 point Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 41 views 2 comments 13 points Most recent by Mankow May 2025Feature Requests
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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Most recent by Mankow May 2025Feature Requests
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  Merged: Connect to tractor supply Citi card

  Closed JBThe@rchitech 1 view 0 comments 1 point Most recent by JBThe@rchitech May 2025Feature Requests
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  Cannot connect UBS Online Services / wrong URL

  Closed gold3 71 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Robinhood managed IRA accounts supported?

  Closed fullmetalomelette 111 views 9 comments 0 points Most recent by fullmetalomelette May 2025Adding and Updating Accounts
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  Lost Connectivity to one of my Schwab accounts

  Closed SLiang 182 views 13 comments 1 point Most recent by pgiralt May 2025Adding and Updating Accounts
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  Why Are Account Roll-Up Totals Incorrect? (edited)

  Closed BobThings 111 views 5 comments 0 points Most recent by Coach Jon May 2025Investments
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  Macys account reporting balance incorrectly.

  Closed FutureEye 11 views 2 comments 0 points Most recent by FutureEye May 2025Adding and Updating Accounts
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  "Account needs attention" alerts for closed accounts

  Closed ejs 72 views 8 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
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  Unable to add PNC Bank Investment Accounts (edited)

  Closed aef 401 views 23 comments 1 point Most recent by Brotatochip622 May 2025Adding and Updating Accounts
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  Supporting Neo Financial Bank Canada

  Active Sourabh 121 views 4 comments 2 points Most recent by Money27361963 May 2025Report Missing Financial Institution or Biller
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  I have two credit cards with Cap One and they are both reading from just one of the accounts.

  Answered ✓ Closed cvd 22 views 2 comments 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Most recent by Chilly April 2025Managing Businesses
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  Ability to invert amounts in a specific account

  Closed BYH 11 views 1 comment 1 point Most recent by Coach Jon April 2025Managing Your Transactions
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  M1 Finance Not showing Money Market account when Syncing

  Closed gms 551 views 32 comments 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts