Accounts

Discussion List

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  2

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  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 41 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 65 views 2 comments 0 points Most recent by jemenake April 2025Getting Started
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  How to Edit Names of Accounts that Don't Seem to Accept Edit

  Answered ✓ Closed JimEoff 35 views 2 comments 0 points Most recent by JimEoff April 2025Adding and Updating Accounts
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  The Community Meetup - April 2025 Edition

  Closed Coach Natalie 413 views 5 comments 1 point Most recent by SRC54 April 2025The Community Meetup Newsletter
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  Merged: Please add Ford Motor 401k alight

  Closed ds824 1 view 0 comments 1 point Most recent by ds824 April 2025Report Missing Financial Institution or Biller
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  Unable to make Target Red Card a manual account

  Closed DavidB 41 views 2 comments 0 points Most recent by DavidB March 2025Troubleshooting
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  Liabilites - personal loan not updating balance

  Closed LaurieS 31 views 2 comments 0 points Most recent by LaurieS March 2025Adding and Updating Accounts
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  Add accts, Having trouble loading my Carrington MTG acct

  Closed kampdog 43 views 3 comments 1 point Most recent by Coach Kristina March 2025Adding and Updating Accounts
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  Citi Personal Loan

  Closed Vinorixus 91 views 4 comments 0 points Most recent by Vinorixus March 2025Adding and Updating Accounts
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  Merged: Accounts List is difficult to read (edited)

  Closed dan_s_c 21 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
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  Merrill Lynch: Data connection not seeing 2 of my accounts.

  Closed MishaM 14 views 1 comment 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests
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  Merged: Custom Accounts List (edited)

  Closed MtnCreed 1 view 0 comments 1 point Most recent by MtnCreed March 2025Feature Requests
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  Oriental Bank (Puerto Rico) link not working

  Closed Anthony Vega 92 views 11 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Merged: $0 balance for HSA Bank account

  Closed System 11 views 0 comments 0 points Most recent by dont March 2025Adding and Updating Accounts
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  QBP - How best to track Personal payment to cover Business transactions?

  Closed Flopbot 83 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting
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  FDP-103 Error Barclays Online Banking

  Closed Mortimer Duke 21 views 1 comment 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts
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  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  Completed Closed Doug Hall 175 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests
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  Cash Available View

  Closed JR13 196 views 11 comments 0 points Most recent by DryHeat March 2025Projected Cash Flow
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  List of Future Financial Account Connections

  Answered ✓ Closed Kevin Steinke 3 views 1 comment 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Closed Springzy 145 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts
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  Turn Off Projected Cash Flow Graph!!

  Closed ptbrown811 11 views 1 comment 0 points Most recent by Coach Natalie March 2025Feedback
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  Full SoFi Student Loan Balance Not Showing

  Closed georgeb3 95 views 7 comments 1 point Most recent by ajwesseler March 2025Adding and Updating Accounts
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  Chartway FCU connection error FDP-102

  Closed rking_2002 161 views 18 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Missing accounts with AIG Retirement

  Closed System 91 views 16 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  Help with Valic/AIG/Corebridge

  Closed N4KHQ 162 views 19 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  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