Accounts

Merged: Add a capability to duplicate a transaction

smitp111 1 view 0 comments 1 point Started by smitp111 August 2024 Feature Requests

Credit card shows credit available instead of balance due (3 rivers)

Closed L McGregor 21 views 2 comments 0 points Most recent by L McGregor August 2024Adding and Updating Accounts

Getting FDP-106 error when trying to add my UBS OneSource ACN account

Closed rlevine122 64 views 5 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts

New Feature Alert: Apple Wallet Integration!

Closed Coach Natalie 2.7K views 1 comment 3 points Most recent by Coach Natalie August 2024Updates From the Product Team

UW Credit Union FDP-102 (edited)

Closed Fred Volkman 219 views 17 comments 0 points Most recent by mr.fbrock August 2024Adding and Updating Accounts

Is there a way to see the individual spending for an alternate card? (edited)

Closed ddbowers 25 views 4 comments 1 point Most recent by Coach Natalie August 2024Adding and Updating Accounts

Add Cash Option to Manual Accounts

Closed Magarai 21 views 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts

Add UMB Financial Card Services

Closed gmac 3 views 1 comment 1 point Most recent by Coach Jon August 2024Adding and Updating Accounts

Manual Coign Visa Account out of balance

Closed SRC54 11 views 2 comments 0 points Most recent by SRC54 August 2024Adding and Updating Accounts

Transferred From Mint

Closed Marissa 42 views 3 comments 0 points Most recent by UrsulaA August 2024Feedback

Carta/eShares - FDP-105 (edited)

Closed Arlo 59 views 1 comment 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts

AMEX High Yield Savings accounts not connecting (edited)

Closed dereckmezquita 11.3K views 190 comments 0 points Most recent by Boydston August 2024Adding and Updating Accounts

11

Ability to hide account balances in the Accounts List (edited)

Active Tbone 188 views 9 comments 11 points Most recent by UrsulaA July 2024Feature Requests

Merged: Ability to turn off the display of account balances in the Accounts List (edited)

Stella 21 views 0 comments 2 points Started by Stella July 2024 Feature Requests

Issue with Workaround for Ongoing Fidelity Issues

Closed KB2014 72 views 0 comments 0 points Started by KB2014 July 2024 Investments

Unable to resolve Chase Account "needs attention"

Closed lindsayla18 245 views 2 comments 0 points Most recent by lindsayla18 July 2024Adding and Updating Accounts

Merged: Please add pension as an account type

Bartman682 1 view 0 comments 1 point Started by Bartman682 July 2024 Feature Requests

Wells Fargo credit card showing zero balance

Closed nrp06 41 views 6 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts

American Express Credit Cards can't connect, no option for American Express (Finicity)

Closed System 527 views 12 comments 0 points Most recent by Mercs July 2024Adding and Updating Accounts

Incorrect 'other investment' value in Accounts List (edited)

Closed Steve574 32 views 3 comments 0 points Most recent by Coach Jon July 2024Report a Bug

Wells Fargo not connecting

Closed Max1223 85 views 9 comments 0 points Most recent by Max1223 July 2024Adding and Updating Accounts

Merged: Unable to add Paypal Credit accounts

System 11 views 0 comments 0 points Started by System July 2024 Adding and Updating Accounts

Issues with Wells Fargo. Bilt card

Closed JG888 123 views 5 comments 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts

PenFed Line of Credit Account Unavailable on Simplifi

Closed djhadams 33 views 3 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts

Merged: Fidelity Investment / Retirement Account

Emma81218 1 view 0 comments 0 points Started by Emma81218 July 2024 Report a Bug

Dozens of transactions missing (Chase Credit Card)

Closed Dave L 330 views 18 comments 0 points Most recent by Dave L July 2024Managing Your Transactions

Accounts

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