Accounts

Why is iPhone app showing incorrect balances and Web app correct.

Closed N4KHQ 32 views 2 comments 0 points Most recent by N4KHQ July 2024Feedback

Adding a new Synchrony credit card when multiple cards already connect

Closed Streamline17 432 views 1 comment 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts

Net Worth Report - Accounts aren't listed alphabetically (edited)

Closed donnajean 22 views 1 comment 0 points Most recent by Coach Kristina July 2024Feedback

Incorrect manual account balance after deleting Savings Goal

Closed System 26 views 3 comments 0 points Most recent by Robinthemike July 2024Troubleshooting

Troubleshooting Balance Discrepency

Closed lkstaack 23 views 3 comments 0 points Most recent by Coach Natalie July 2024Troubleshooting

Unable to connect to Fort Financial Credit Union due to FDP-155 error (edited)

Closed RainBoy301 61 views 7 comments 0 points Most recent by RainBoy301 July 2024Adding and Updating Accounts

Merged: Optum Financial FDP-106 Connection failing

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

Why are assets always negative

Answered ✓ Closed Marcin 77 views 4 comments 0 points Most recent by Thisissweet June 2024Troubleshooting

Ability to hide balances and customized the account page

Closed jorcorde 23 views 1 comment 2 points Most recent by Coach Natalie June 2024Feedback

Merged: Connect and categorize transactions from major online retailers (ex. Amazon)

Braidedscull 1 view 0 comments 1 point Started by Braidedscull June 2024 Feature Requests

I do not see all of my monthly income. It is split between two accounts...can't figure a fix for it

Closed TAG58 34 views 5 comments 0 points Most recent by Dan6912 June 2024Adding and Updating Accounts

MFA Issue with Forbright bank

Closed pcplatz 251 views 16 comments 0 points Most recent by Coach Jon June 2024Adding and Updating Accounts

Wells Fargo Credit Card showing zero balance

Closed nrp06 141 views 8 comments 0 points Most recent by Coach Jon June 2024Adding and Updating Accounts

Closed accounts show [in the Accounts List] and total is not cleared

Closed J.A.W. 31 views 1 comment 0 points Most recent by Coach Jon June 2024Report a Bug

Optum Financial (Previously ConnectYourCare) not connecting - Error FDP-102 / FDP-106 (edited)

Closed nakada 893 views 43 comments 0 points Most recent by arvind June 2024Adding and Updating Accounts

Exclude transactions in Spending Plan by Account

Closed jeff0001 12 views 1 comment 1 point Most recent by Coach Natalie June 2024Feedback

Issue with Kohls returning a FDP-155

Closed mnox 145 views 10 comments 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts

Manual Savings Account Incorrect Balance

Closed Robinthemike 196 views 26 comments 0 points Most recent by Robinthemike June 2024Report a Bug

Can't see chase credit cards from two different accounts at once

Answered ✓ Closed nfgreen 510 views 4 comments 0 points Most recent by nfgreen June 2024Adding and Updating Accounts

Account Auto-Refresh Not Happening on Login?

Closed Hackstar18 685 views 19 comments 0 points Most recent by Coach Natalie June 2024Troubleshooting

63

Separate column for check number

Completed Closed bowgy4 1.9K views 39 comments 63 points Most recent by bowgy4 June 2024Feature Requests

Incorrect balance in Simplifi (edited)

Closed sunflowermom 61 views 4 comments 0 points Most recent by Flopbot June 2024Adding and Updating Accounts

Manual Transaction Not Working to Change Manual Account Balance (edited)

Closed SJ52 41 views 1 comment 0 points Most recent by Coach Jon June 2024Troubleshooting

Re-arrange Accounts List (edited)

Answered ✓ Closed SJ52 91 views 1 comment 0 points Most recent by Coach Natalie June 2024Feedback

When will Charles Schwab Employee Benefit Accounts connection come back?

Answered ✓ Closed evenfurthermore 46 views 1 comment 0 points Most recent by Coach Jon June 2024Adding and Updating Accounts

Ameritas Retirement balance disappeared

Closed Ant-Money 64 views 6 comments 0 points Most recent by Ant-Money June 2024Adding and Updating Accounts

Can't connect to my banks...

Closed Solringer 246 views 1 comment 0 points Most recent by Coach Jon June 2024Adding and Updating Accounts

Merged: Notes & Fee and Other Info for Accounts

LakGoy 1 view 0 comments 3 points Started by LakGoy June 2024 Feature Requests

6

Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

Active RTK 40 views 2 comments 6 points Most recent by Coach Natalie June 2024Feature Requests

Stifel balance issues continued

Closed fredct 68 views 2 comments 0 points Most recent by fredct June 2024Adding and Updating Accounts

Accounts

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