Accounts

Discussion List

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  Apple Wallet Integration: Share your feedback here!

  Closed Coach Natalie 2.3K views 101 comments 3 points Most recent by Coach Natalie October 2024Feedback
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  Ability to suppress or dismiss online banking issue notifications/icons (edited) (edited)

  Active SRC54 106 views 9 comments 13 points Most recent by Flopbot October 2024Feature Requests
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  Wells Fargo again > bank vs pending balance

  Closed fcb 51 views 3 comments 0 points Most recent by fcb October 2024Adding and Updating Accounts
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  No transactions and zero balance with Washington State DRS

  Closed System 22 views 2 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Spending Plan adding new accounts won’t save and shows error

  Closed K Alger 6 views 1 comment 0 points Most recent by SRC54 October 2024Report a Bug
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  FDP-103, 106 Errors connecting to EQ Bank (Canada)

  Closed Loselbs1959 333 views 9 comments 0 points Most recent by Coach Natalie October 2024Adding and Updating Accounts
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  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 118 views 5 comments 1 point Most recent by DannyB October 2024Investments
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  Unable to synchronize two user accounts from the same institution

  Closed RFC793 840 views 17 comments 2 points Most recent by RFC793 October 2024Adding and Updating Accounts
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  Maine University Credit Union

  Active jk8720 1 view 0 comments 2 points Most recent by jk8720 October 2024Report Missing Financial Institution or Biller
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  Add a separate Retirement bucket to the Account Types (edited)

  Active Money Manager 64 views 3 comments 6 points Most recent by SRC54 October 2024Feature Requests
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  457b Retirement Accounts

  Answered ✓ Closed RobertoT 46 views 1 comment 1 point Most recent by DannyB October 2024Adding and Updating Accounts
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  My FNBO Direct account won't connect - FDP-106 error (edited)

  Closed srings 249 views 15 comments 2 points Most recent by tjc57 October 2024Adding and Updating Accounts
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  Schwab Equity Award accounts are no longer being imported!

  Closed budgetj75 1.6K views 48 comments 2 points Most recent by budgetj75 October 2024Adding and Updating Accounts
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  Provide a list of all requested financial institutions (edited)

  Active TeemSavvy 42 views 1 comment 2 points Most recent by Coach Kristina October 2024Report Missing Financial Institution or Biller
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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!3 352 views 7 comments 0 points Most recent by Coach Natalie September 2024Troubleshooting
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  Zero balance on Checking & Savings accounts

  Closed lindsayla18 25 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 95 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 36 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 Most recent by Arkitekt September 2024Feature Requests
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  Old Navy/Barclay Card US Care Code FDP-105

  Closed UrsulaA 57 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 63 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 81 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 24 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 15 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 56 views 9 comments 0 points Most recent by fredct September 2024Adding and Updating Accounts