Accounts

Discussion List

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  2

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  Provide a list of all requested financial institutions (edited)

  Active TeemSavvy 41 views 1 comment 2 points Most recent by Coach Kristina October 2024Report Missing Financial Institution
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  Accounts list, duplicate fin. Institutions w/o accounts

  Closed RobWilk 21 views 2 comments 0 points Most recent by RobWilk October 2024Troubleshooting
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  Manual Account Balance not showing

  Closed J3tSk!3 302 views 7 comments 0 points Most recent by Coach Natalie September 2024Troubleshooting
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  Zero balance on Checking & Savings accounts

  Closed lindsayla18 22 views 1 comment 0 points Most recent by lindsayla18 September 2024Adding and Updating Accounts
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  Star One Credit Union all accounts showing zero balance

  Closed RajOnTrack 94 views 19 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Macy's Credit Card disconnected and provided a Care Code FDP-102

  Closed UrsulaA 35 views 4 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
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  Add graphs to accounts (edited)

  Active Arkitekt 11 views 0 comments 2 points Started by Arkitekt September 2024 Feature Requests
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  Old Navy/Barclay Card US Care Code FDP-105

  Closed UrsulaA 52 views 2 comments 0 points Most recent by UrsulaA September 2024Adding and Updating Accounts
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  Citi Cards (Home Depot and Shell) FDP-102

  Closed damnedxer 61 views 3 comments 0 points Most recent by damnedxer September 2024Adding and Updating Accounts
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  Lost connectivity to L.L.Bean Mastercard - Care code: FDP-102

  Closed brucelee1968 72 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Default Cash Flow Account (edited)

  Answered ✓ Closed RobertoT 21 views 1 comment 0 points Most recent by UrsulaA September 2024How do you Quicken Simplifi?
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  Fidelity is adding MFA Soon - Can Simplifi be ahead of the game before the link breaks?

  Closed RLDawg 51 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Closed accounts still show up in Investments

  Closed LakGoy 12 views 1 comment 0 points Most recent by Coach Jon September 2024Report a Bug
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  Stifel balance issue NOT resolved

  Closed fredct 52 views 9 comments 0 points Most recent by fredct September 2024Adding and Updating Accounts
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  Roundpoint mortgage not connecting

  Closed MavenMac231 41 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  FDP-103 Error with Ally Bank (edited)

  Closed djmccauley1958 134 views 8 comments 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
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  Merged: Add default account view settings (edited)

  Closed Jedp 61 views 0 comments 4 points Most recent by rubles_mere.0e September 2024Feature Requests
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  loan from friend

  Answered ✓ Closed Earle 22 views 1 comment 0 points Most recent by DannyB September 2024Getting Started
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  Limit on Number of Accounts?

  Answered ✓ Closed myfriend 151 views 6 comments 0 points Most recent by SRC54 September 2024Adding and Updating Accounts
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  Pending Transactions at Citibank are counted twice in account balance?

  Closed AshleyP 31 views 1 comment 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  PNC Bank Account linking / updating failing

  Closed gdheisel 263 views 10 comments 1 point Most recent by JimRosebro September 2024Adding and Updating Accounts
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  Manual account balance is incorrect

  Closed bost.05 151 views 19 comments 0 points Most recent by Coach Jon September 2024Report a Bug
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  Wealthsimple connection for new accounts [Edited]

  Closed Hamieh 340 views 5 comments 2 points Most recent by Coach Jon September 2024Adding and Updating Accounts
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  Running balance column (edited)

  Closed in2ndo 295 views 5 comments 0 points Most recent by UrsulaA September 2024Bills and Income
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  Adding a new credit card to an existing bank account with other cards?

  Closed DavidB 125 views 6 comments 0 points Most recent by DavidB September 2024Adding and Updating Accounts
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 42 views 0 comments 1 point Started by UrsulaA August 2024 FAQ Section
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  Option to Automatically Hide Zero Balance Accounts from the Accounts List (edited)

  Active alkaboy 61 views 9 comments 11 points Most recent by EL1234 August 2024Feature Requests
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  #TipTuesday! Creating assets for loans

  Closed Coach Blake 725 views 5 comments 1 point Most recent by Coach Jon August 2024FAQ Section