Accounts

Discussion List

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  Simplifi will not connect to USAA

  Closed TerriHoward 44 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  my banc account is not updating transaction and also some credit card show on a zero balance

  Closed Jozsef52 24 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Simplifi won't add all Fidelity accounts.

  Closed Mortimer Duke 23 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  FourLeaf: Balance (with Pending) is not right

  Closed RobWilk 29 views 4 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Unable to Connect to Barclays Bank Delaware

  Closed Mortimer Duke 53 views 2 comments 0 points Most recent by PeteABC123 April 2025Adding and Updating Accounts
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  Merged: Coinbase does not connect

  Closed MtnCreed 1 view 0 comments 0 points Most recent by MtnCreed April 2025Report a Bug
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  John Hancock 529

  Closed Slater007 13 views 1 comment 0 points Most recent by Coach Kristina April 2025Adding and Updating Accounts
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  First US Bank (Alabama) is downloading incorrect current balance

  Closed SRC54 53 views 11 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts
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  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 42 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 416 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 32 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 42 views 3 comments 1 point Most recent by Coach Kristina March 2025Adding and Updating Accounts
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  Citi Personal Loan

  Closed Vinorixus 93 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 97 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 87 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 23 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 174 views 15 comments 4 points Most recent by dsfreddy March 2025Feature Requests
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  Cash Available View

  Closed JR13 193 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 1 view 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 155 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts