Accounts

Discussion List

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  Bank Accounts Disconnected, Reconnections Advice Please

  Closed Dick_Davis 76 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 47 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 46 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 17 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 54 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 214 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 49 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 134 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 167 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 119 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 846 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 188 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 284 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 493 views 3 comments 2 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Union Bank & Trust (NE) returning FDP-103 error in Quicken Simplifi

  Closed A P 69 views 4 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (edited)

  Closed ejs 347 views 26 comments 0 points Most recent by Coach Jon June 2025Report a Bug
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  Cedar Rapids Bank & Trust FDP-101 error (edited)

  Closed Knowsley 35 views 1 comment 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Adjusting for a Real Estate Sale

  Answered ✓ Closed Dognose 157 views 2 comments 0 points Most recent by DryHeat June 2025Managing Your Transactions
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  New Coinbase OAuth connection only has 1 account

  Closed System 118 views 9 comments 0 points Most recent by Coach Natalie June 2025Adding and Updating Accounts
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  Settings>Accounts: Sort the 'Manual Accounts' section with open accounts first (edited)

  Active ejs 4 views 0 comments 1 point Most recent by ejs May 2025Feature Requests
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  Manual Account Balances Don't Update

  Closed Christaaay 186 views 10 comments 0 points Most recent by Christaaay May 2025Troubleshooting
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  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-103)

  Closed MandM 461 views 30 comments 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Add ExxonMobil Citi card

  Closed Rasadu 13 views 1 comment 1 point Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Most recent by Mankow May 2025Feature Requests
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 68 views 2 comments 13 points Most recent by Mankow May 2025Feature Requests
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  Merged: Connect to tractor supply Citi card

  Closed JBThe@rchitech 1 view 0 comments 1 point Most recent by JBThe@rchitech May 2025Feature Requests