Accounts

Discussion List

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  Lost connectivity to L.L.Bean Mastercard - Care code: FDP-102

  Closed brucelee1968 80 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 23 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 14 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 53 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 135 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 24 views 1 comment 0 points Most recent by DannyB September 2024Getting Started
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  Limit on Number of Accounts?

  Answered ✓ Closed myfriend 164 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 268 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.05 195 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 350 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 314 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 128 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 64 views 9 comments 12 points Most recent by EL1234 August 2024Feature Requests
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  #TipTuesday! Creating assets for loans

  Closed Coach Blake 735 views 5 comments 1 point Most recent by Coach Jon August 2024FAQ Section
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  Fidelity Stock Purchase and RSU accounts not syncing after API change

  Closed Elvin 138 views 14 comments 0 points Most recent by danielkeisling August 2024Adding and Updating Accounts
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  Johnson Financial Group FDP-103

  Closed Fred Volkman 41 views 6 comments 0 points Most recent by Fred Volkman August 2024Adding and Updating Accounts
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  Unable to add PayPal account (edited)

  Closed System 92 views 8 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
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  Canada Specific Investment Account Types (edited)

  Active smitp111 35 views 1 comment 7 points Most recent by BhupeshGajria August 2024Feature Requests
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  Merged: Add a capability to duplicate a transaction

  smitp111 1 view 0 comments 1 point Started by smitp111 August 2024 Feature Requests
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  Credit card shows credit available instead of balance due (3 rivers)

  Closed L McGregor 33 views 2 comments 0 points Most recent by L McGregor August 2024Adding and Updating Accounts
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  Getting FDP-106 error when trying to add my UBS OneSource ACN account

  Closed rlevine122 73 views 5 comments 0 points Most recent by Coach Jon August 2024Adding and Updating Accounts
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  New Feature Alert: Apple Wallet Integration!

  Closed Coach Natalie 2.7K views 1 comment 3 points Most recent by Coach Natalie August 2024Updates From the Product Team
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  UW Credit Union FDP-102 (edited)

  Closed Fred Volkman 238 views 17 comments 0 points Most recent by mr.fbrock August 2024Adding and Updating Accounts
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  Is there a way to see the individual spending for an alternate card? (edited)

  Closed ddbowers 23 views 4 comments 1 point Most recent by Coach Natalie August 2024Adding and Updating Accounts