Accounts

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

Unable to make Target Red Card a manual account

Closed DavidB 41 views 2 comments 0 points Most recent by DavidB March 2025Troubleshooting

Liabilites - personal loan not updating balance

Closed LaurieS 34 views 2 comments 0 points Most recent by LaurieS March 2025Adding and Updating Accounts

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

Citi Personal Loan

Closed Vinorixus 96 views 4 comments 0 points Most recent by Vinorixus March 2025Adding and Updating Accounts

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

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

Closed MishaM 13 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 92 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 85 views 4 comments 0 points Most recent by Coach Kristina March 2025General Troubleshooting

FDP-103 Error Barclays Online Banking

Closed Mortimer Duke 24 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 171 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests

Cash Available View

Closed JR13 196 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 159 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts

Turn Off Projected Cash Flow Graph!!

Closed ptbrown811 11 views 1 comment 0 points Most recent by Coach Natalie March 2025Feedback

Full SoFi Student Loan Balance Not Showing

Closed georgeb3 94 views 7 comments 1 point Most recent by ajwesseler March 2025Adding and Updating Accounts

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

Missing accounts with AIG Retirement

Closed System 95 views 16 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts

Help with Valic/AIG/Corebridge

Closed N4KHQ 171 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 41 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 339 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 135 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 71 views 5 comments 0 points Most recent by dougvanderyacht February 2025Adding and Updating Accounts

Accounts

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