Accounts

Discussion List

• 
  Issues with Wells Fargo. Bilt card

  Closed JG888 133 views 5 comments 0 points Most recent by Coach Kristina July 2024Adding and Updating Accounts
• 
  PenFed Line of Credit Account Unavailable on Simplifi

  Closed djhadams 31 views 3 comments 0 points Most recent by Coach Jon July 2024Adding and Updating Accounts
• 
  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 341 views 18 comments 0 points Most recent by Dave L July 2024Managing Your Transactions
• 
  Why is iPhone app showing incorrect balances and Web app correct.

  Closed N4KHQ 31 views 2 comments 0 points Most recent by N4KHQ July 2024Feedback
• 
  Adding a new Synchrony credit card when multiple cards already connect

  Closed Streamline17 476 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 21 views 1 comment 0 points Most recent by Coach Kristina July 2024Feedback
• 
  Incorrect manual account balance after deleting Savings Goal

  Closed System 21 views 3 comments 0 points Most recent by Robinthemike July 2024Troubleshooting
• 
  Troubleshooting Balance Discrepency

  Closed lkstaack 21 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 64 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
• 
  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
• 
  63
  Separate column for check number

  Completed Closed bowgy4 2K views 39 comments 63 points Most recent by bowgy4 June 2024Feature Requests