Accounts

Discussion List

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  12

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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 112 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests
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  Merged: Fidelity Account Connection Issues

  Closed FBOL 31 views 0 comments 1 point Most recent by FBOL July 2025Adding and Updating Accounts
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  Missing accounts with AIG Retirement - My Streetscape (edited)

  Closed rscotton 171 views 15 comments 0 points Most recent by rscotton July 2025Adding and Updating Accounts
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  HealthEquity Savings Account Showing Zero Balance (edited)

  Closed FBOL 696 views 17 comments 1 point Most recent by BrandonG July 2025Adding and Updating Accounts
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  Best Account Update Frequencies within Simplifi

  Answered ✓ Closed Dick_Davis 221 views 11 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 24 views 1 comment 2 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Merged: Is there a way to connect EquatePlus?

  Closed nmnmnmnmn 11 views 0 comments 1 point Most recent by nmnmnmnmn July 2025Report Missing Financial Institution or Biller
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  How to Add YourMortgageOnline - Stockyards Bank

  Closed GoldOnTheCeiling 12 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts
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  AllyBank Auto Loans FDP-103 error (edited)

  Closed countrycloudboy 31 views 3 comments 0 points Most recent by Coach Kristina June 2025Adding and Updating Accounts
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  Merged: Support for https://www.getsequence.io/ & https://app.getsequence.io/login

  Closed jsmooth2004 1 view 0 comments 1 point Most recent by jsmooth2004 June 2025Report Missing Financial Institution or Biller
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  Ability to Exclude Transactions/Accounts From Watchlists separate from Reports (edited)

  Active TGP 281 views 12 comments 18 points Most recent by sausab June 2025Feature Requests
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  Ability to rearrange accounts, catagories etc.

  Closed Mark23 183 views 3 comments 0 points Most recent by Mark23 June 2025Troubleshooting
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  What Type of Account is an Annuity Account

  Answered ✓ Closed Dick_Davis 151 views 3 comments 0 points Most recent by Dick_Davis June 2025Adding and Updating Accounts
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  Bank Accounts Disconnected, Reconnections Advice Please

  Closed Dick_Davis 81 views 2 comments 0 points Most recent by Dick_Davis June 2025Adding and Updating Accounts
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  AMEX High Yield saving account balance is 0

  Closed cerebroso 44 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Merged: Health Equity $0 balance (edited)

  Closed BrandonG 1 view 0 comments 0 points Most recent by BrandonG June 2025General Troubleshooting
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 42 views 2 comments 0 points Most recent by SRC54 June 2025Investments
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  Merrill Lynch LMA loan account downloads as a positive number (edited)

  Closed Greg-n-Texas 22 views 2 comments 0 points Most recent by Greg-n-Texas June 2025Adding and Updating Accounts
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  Ongoing issue with Wex connection - Care code: 169 (edited)

  Closed mdcooper88 52 views 2 comments 0 points Most recent by mdcooper88 June 2025Adding and Updating Accounts
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  Morgan Stanley Checking Account Showing Up as a Brokerage

  Closed root62 231 views 7 comments 0 points Most recent by root62 June 2025Adding and Updating Accounts
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  Link Manual Account to a Bank

  Answered ✓ Closed JFMAMJ 62 views 1 comment 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 142 views 10 comments 0 points Most recent by Dick_Davis June 2025Managing Your Transactions
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  Incorrect Date Account Last Updated

  Closed FBOL 181 views 15 comments 0 points Most recent by FBOL June 2025Troubleshooting
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  Merrill Lynch returning FDP-106 error

  Closed jbardrof 111 views 7 comments 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  AMEX High Yield Savings No Longer Syncing/Detected

  Closed rmarcus88 121 views 1 comment 0 points Most recent by Coach Jon June 2025Adding and Updating Accounts
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  Fidelity CMA Account gets added as an investment account (edited)

  Closed Grenae0924 921 views 14 comments 1 point Most recent by SRC54 June 2025Adding and Updating Accounts
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 211 views 6 comments 14 points Most recent by Dick_Davis June 2025Feature Requests
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  Merged: Robinhood brokerage cash duplication

  Closed rmquick25 1 view 0 comments 0 points Most recent by rmquick25 June 2025Adding and Updating Accounts
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  Mortgage Account has a $0 balance (edited)

  Closed ThisIsTiresome 311 views 7 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 511 views 3 comments 2 points Most recent by Coach Natalie June 2025Adding and Updating Accounts