Accounts

Discussion List

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  Simplifi Calculates FUSB Balance Wrong Again Today

  Closed SRC54 271 views 46 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ Closed ender 672 views 8 comments 0 points Most recent by AaronJB December 2024Adding and Updating Accounts
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  Connecting to Edelman Financial Engines

  Closed cardcj 25 views 2 comments 0 points Most recent by cardcj December 2024Adding and Updating Accounts
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  Merged: add JeniusBank (part of SMBC MANUBANK)

  Closed nmavor 1 view 0 comments 1 point Started by nmavor December 2024 Report Missing Financial Institution
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  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Closed Ryan-H 144 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 485 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
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  Quicken has incorrect checking balance

  Closed N4KHQ 109 views 10 comments 0 points Most recent by N4KHQ December 2024Managing Your Transactions
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  Setting a brokerage account to type "Savings"

  Closed RockLee 126 views 13 comments 0 points Most recent by SRC54 December 2024Adding and Updating Accounts
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  Closed jdtrujillo 46 views 6 comments 0 points Most recent by UrsulaA December 2024Report a Bug
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  Merged: Issue: Transfer feature does not allow DC as a state

  Closed xnn7 1 view 0 comments 0 points Started by xnn7 December 2024 Report a Bug
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  How to disconnect Apple Cash and Apple Savings account?

  Answered ✓ Closed LakGoy 43 views 1 comment 1 point Most recent by UrsulaA December 2024Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  Closed System 42 views 2 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Additional Real Estate Assets

  Closed TheReal702 12 views 1 comment 1 point Most recent by TheReal702 December 2024Adding and Updating Accounts
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  Bank link option needed for servicing.mohela.com

  Closed Altdata 23 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Problems with linking to MassMutual.com

  Closed Altdata 14 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Add Partner Colorado Credit Union to link

  In Review BigMac61 13 views 1 comment 1 point Most recent by GMerritt89 November 2024Report Missing Financial Institution
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  Balance Issues with Bank of America

  Closed System 180 views 12 comments 0 points Most recent by TheReal702 November 2024Adding and Updating Accounts
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  Chase Bank Balance WAY WRONG (edited)

  Closed NanP1017 199 views 6 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
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  Merged: Incorrect Chase balance

  Closed System 1 view 0 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  Deleted credit card account, then re-added, but only got transactions back to August

  Closed Membername 27 views 3 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
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  checking register

  Closed Mizer 22 views 1 comment 0 points Most recent by DannyB November 2024Report a Bug
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  J.Crew FDP-103 (edited)

  Closed ajstar 36 views 1 comment 1 point Most recent by Coach Kristina November 2024Adding and Updating Accounts
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  Merged: Additional Account Information such as credit card expiration date and a Notes field [Edite…

  Closed LatAmSojourner 1 view 0 comments 1 point Started by LatAmSojourner November 2024 Feature Requests
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  San Francisco Federal Credit Union - zero balance

  Closed Cbiasbas 11 views 1 comment 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 197 views 5 comments 19 points Most recent by emkap November 2024Feature Requests
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  Chase Checking Balance has been off for a few days

  Closed RobWilk 425 views 15 comments 0 points Most recent by RobWilk November 2024Troubleshooting
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  Balance way off

  Closed EllieBean 53 views 5 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  Balance Adjustment Only Modifies Balance While "Pending"

  Closed LH13 47 views 3 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  Can Not Add Any New Accounts

  Closed cuitcny 537 views 31 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
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  Incorrect Balance with Capital One

  Closed System 33 views 2 comments 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts