Accounts

Discussion List

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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed brianperry263 346 views 25 comments 1 point Most recent by Coach Natalie November 2024Adding and Updating Accounts
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  New behavior with manually added transactions matching pending?

  Closed JCG2042 267 views 26 comments 0 points Most recent by JCG2042 November 2024Troubleshooting
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  "Other Loan" accounts missing from the Net Worth Report

  Closed System 15 views 3 comments 0 points Most recent by jdtrujillo November 2024Report a Bug
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  AMEX HYSA zero balance

  Closed quickdave 88 views 4 comments 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
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  Balances completely wrong today (10/25) from doubled transactions

  Closed t8iujh 229 views 21 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  Home Loan:Mortgage periodic balance WAY OFF

  Closed mnox 34 views 4 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
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  Stifel Wealth Tracker Balance Issues still...

  Closed Krondox 218 views 29 comments 0 points Most recent by Krondox November 2024Adding and Updating Accounts
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  Negative account balance showing up on Simplifi with BOA

  Closed dpanatl 36 views 1 comment 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
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  TruStage 401(k) (CUNA Mutual Plan) FDP-102 (edited)

  Closed Fred Volkman 184 views 17 comments 0 points Most recent by Daddio_Kev October 2024Adding and Updating Accounts
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  Manual account balance wrong as of today

  Closed t8iujh 50 views 1 comment 0 points Most recent by Coach Natalie October 2024Report a Bug
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  Merged: Add UMB Card Services

  Closed gmac 1 view 0 comments 1 point Started by gmac October 2024 Report Missing Financial Institution
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  Apple Wallet Integration: Share your feedback here!

  Closed Coach Natalie 1.8K views 101 comments 3 points Most recent by Coach Natalie October 2024Feedback
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  Ability to suppress or dismiss online banking issue notifications/icons (edited) (edited)

  Active SRC54 95 views 9 comments 13 points Most recent by Flopbot October 2024Feature Requests
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  Wells Fargo again > bank vs pending balance

  Closed fcb 57 views 3 comments 0 points Most recent by fcb October 2024Adding and Updating Accounts
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  No transactions and zero balance with Washington State DRS

  Closed System 27 views 2 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Spending Plan adding new accounts won’t save and shows error

  Closed K Alger 2 views 1 comment 0 points Most recent by SRC54 October 2024Report a Bug
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  FDP-103, 106 Errors connecting to EQ Bank (Canada)

  Closed Loselbs1959 275 views 9 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 100 views 5 comments 1 point Most recent by DannyB October 2024Investments
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  Unable to synchronize two user accounts from the same institution

  Closed RFC793 657 views 17 comments 1 point Most recent by RFC793 October 2024Adding and Updating Accounts
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  Maine University Credit Union

  Active jk8720 3 views 0 comments 2 points Started by jk8720 October 2024 Report Missing Financial Institution
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  Add a separate Retirement bucket to the Account Types (edited)

  Active Money Manager 59 views 3 comments 6 points Most recent by SRC54 October 2024Feature Requests
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  457b Retirement Accounts

  Answered ✓ Closed RobertoT 40 views 1 comment 1 point Most recent by DannyB October 2024Adding and Updating Accounts
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  My FNBO Direct account won't connect - FDP-106 error (edited)

  Closed srings 234 views 15 comments 2 points Most recent by tjc57 October 2024Adding and Updating Accounts
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  Schwab Equity Award accounts are no longer being imported!

  Closed budgetj75 1.5K views 48 comments 2 points Most recent by budgetj75 October 2024Adding and Updating Accounts
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  Provide a list of all requested financial institutions (edited)

  Active TeemSavvy 47 views 1 comment 2 points Most recent by Coach Kristina October 2024Report Missing Financial Institution
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  Accounts list, duplicate fin. Institutions w/o accounts

  Closed RobWilk 26 views 2 comments 0 points Most recent by RobWilk October 2024Troubleshooting
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  Manual Account Balance not showing

  Closed J3tSk!3 197 views 7 comments 0 points Most recent by Coach Natalie September 2024Troubleshooting
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  Zero balance on Checking & Savings accounts

  Closed lindsayla18 21 views 1 comment 0 points Most recent by lindsayla18 September 2024Adding and Updating Accounts