Accounts

Discussion List

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  Merged: Please add pension as an account type

  Bartman682 1 view 0 comments 1 point Started by Bartman682 July 2024 Feature Requests
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  Wells Fargo credit card showing zero balance

  Closed nrp06 41 views 6 comments 0 points Most recent by Coach Natalie July 2024Adding and Updating Accounts
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  American Express Credit Cards can't connect, no option for American Express (Finicity)

  Closed System 544 views 12 comments 0 points Most recent by Mercs July 2024Adding and Updating Accounts
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  Wells Fargo not connecting

  Closed Max1223 93 views 9 comments 0 points Most recent by Max1223 July 2024Adding and Updating Accounts
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  Merged: Unable to add Paypal Credit accounts

  System 11 views 0 comments 0 points Started by System July 2024 Adding and Updating Accounts
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  Issues with Wells Fargo. Bilt card

  Closed JG888 131 views 5 comments 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts
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  PenFed Line of Credit Account Unavailable on Simplifi

  Closed djhadams 33 views 3 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
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  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 342 views 18 comments 0 points Most recent by Dave L July 2024Managing Your Transactions
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  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 456 views 1 comment 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
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  Net Worth Report - Accounts aren't listed alphabetically (edited)

  Closed donnajean 26 views 1 comment 0 points Most recent by Coach Kristina July 2024Feedback
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  Incorrect manual account balance after deleting Savings Goal

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

  Closed lkstaack 23 views 3 comments 0 points Most recent by Coach Natalie July 2024Troubleshooting
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  Unable to connect to Fort Financial Credit Union due to FDP-155 error (edited)

  Closed RainBoy301 63 views 7 comments 0 points Most recent by RainBoy301 July 2024Adding and Updating Accounts
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  Merged: Optum Financial FDP-106 Connection failing

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