Accounts

Merrill Lynch: Data connection not seeing 2 of my accounts.

Closed MishaM 12 views 1 comment 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts

Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests

Merged: Custom Accounts List (edited)

Closed MtnCreed 1 view 0 comments 1 point Most recent by MtnCreed March 2025Feature Requests

Oriental Bank (Puerto Rico) link not working

Closed Anthony Vega 89 views 11 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts

Merged: $0 balance for HSA Bank account

Closed System 11 views 0 comments 0 points Most recent by dont March 2025Adding and Updating Accounts

QBP - How best to track Personal payment to cover Business transactions?

Closed Flopbot 77 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting

FDP-103 Error Barclays Online Banking

Closed Mortimer Duke 23 views 1 comment 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts

4

Give option to remove "Transfer Money" banner in accounts (edited)

Completed Closed Doug Hall 162 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests

Cash Available View

Closed JR13 182 views 11 comments 0 points Most recent by DryHeat March 2025Projected Cash Flow

List of Future Financial Account Connections

Answered ✓ Closed Kevin Steinke 2 views 1 comment 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts

Do we have the ability to remove an account without removing the past transactions?

Answered ✓ Closed Springzy 140 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts

Turn Off Projected Cash Flow Graph!!

Closed ptbrown811 15 views 1 comment 0 points Most recent by Coach Natalie March 2025Feedback

Full SoFi Student Loan Balance Not Showing

Closed georgeb3 95 views 7 comments 1 point Most recent by ajwesseler March 2025Adding and Updating Accounts

Chartway FCU connection error FDP-102

Closed rking_2002 167 views 18 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts

Missing accounts with AIG Retirement

Closed System 92 views 16 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts

Help with Valic/AIG/Corebridge

Closed N4KHQ 163 views 19 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts

4

Move the Interval Refresh Icon to the left of the account name (edited)

Completed Closed MWA 42 views 7 comments 4 points Most recent by Flopbot March 2025Feature Requests

Thrift Savings Plan will not connect (long time issue) - FDP-102 (edited)

Closed User123484u 330 views 21 comments 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts

Unable to add American Express Credit Card account with the Intuit option (edited)

Closed Mercs 102 views 7 comments 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts

New Vanguard connection problem

Closed ejs 1.7K views 7 comments 0 points Most recent by Jeff C February 2025Adding and Updating Accounts

Vehicle loan reducing Liabilities instead of increasing

Closed dougvanderyacht 76 views 5 comments 0 points Most recent by dougvanderyacht February 2025Adding and Updating Accounts

Feature Request: Multi-Currency Support in Quicken Simplifi

Closed quick_user 44 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback

Account restore

Closed Elew11 12 views 1 comment 1 point Most recent by Coach Natalie February 2025Feedback

Target Circle Card, Red Card, Not Showing Pending Transactions

Closed TiggerTrainer 135 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Need to be able to link to servicing.mohela.com

Closed chemsam08 30 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Wells Fargo Account Not Linking

Closed rmpaquin 34 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Add Extraco Bank (edited)

Closed dkhardwick 26 views 5 comments 1 point Most recent by Coach Jon February 2025Adding and Updating Accounts

Receiving a payment without hopping back and forth between checking and accounts receivable

Closed msoultan 47 views 1 comment 0 points Most recent by Coach Jon February 2025Invoices, Estimates, & Sales Receipts

Accounts

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