Accounts

Discussion List

• 
  Star One Credit Union all accounts showing zero balance

  Closed RajOnTrack 92 views 19 comments 0 points Most recent by Coach Jon September 2024Adding and Updating Accounts
• 
  Macy's Credit Card disconnected and provided a Care Code FDP-102

  Closed UrsulaA 31 views 4 comments 0 points Most recent by RobWilk September 2024Adding and Updating Accounts
• 
  2

  Up Down
  Add graphs to accounts (edited)

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

  Closed UrsulaA 55 views 2 comments 0 points Most recent by UrsulaA September 2024Adding and Updating Accounts
• 
  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
• 
  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
• 
  Default Cash Flow Account (edited)

  Answered ✓ Closed RobertoT 23 views 1 comment 0 points Most recent by UrsulaA September 2024How do you Quicken Simplifi?
• 
  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
• 
  Closed accounts still show up in Investments

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

  Closed fredct 63 views 9 comments 0 points Most recent by fredct September 2024Adding and Updating Accounts
• 
  Roundpoint mortgage not connecting

  Closed MavenMac231 44 views 1 comment 0 points Most recent by Coach Kristina September 2024Adding and Updating Accounts
• 
  FDP-103 Error with Ally Bank (edited)

  Closed djmccauley1958 143 views 8 comments 0 points Most recent by djmccauley1958 September 2024Adding and Updating Accounts
• 
  loan from friend

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

  Answered ✓ Closed myfriend 184 views 6 comments 0 points Most recent by SRC54 September 2024Adding and Updating Accounts
• 
  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
• 
  PNC Bank Account linking / updating failing

  Closed gdheisel 273 views 10 comments 1 point Most recent by JimRosebro September 2024Adding and Updating Accounts
• 
  Manual account balance is incorrect

  Closed bost.05 244 views 19 comments 0 points Most recent by Coach Jon September 2024Report a Bug
• 
  Wealthsimple connection for new accounts [Edited]

  Closed Hamieh 366 views 5 comments 2 points Most recent by Coach Jon September 2024Adding and Updating Accounts
• 
  Running balance column (edited)

  Closed in2ndo 349 views 5 comments 0 points Most recent by UrsulaA September 2024Bills and Income
• 
  Adding a new credit card to an existing bank account with other cards?

  Closed DavidB 133 views 6 comments 0 points Most recent by DavidB September 2024Adding and Updating Accounts
• 
  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 43 views 0 comments 1 point Most recent by UrsulaA August 2024FAQ Section
• 
  12

  Up Down
  Option to Automatically Hide Zero Balance Accounts from the Accounts List (edited)

  Active alkaboy 62 views 9 comments 12 points Most recent by EL1234 August 2024Feature Requests
• 
  #TipTuesday! Creating assets for loans

  Closed Coach Blake 744 views 5 comments 1 point Most recent by Coach Jon August 2024FAQ Section
• 
  Fidelity Stock Purchase and RSU accounts not syncing after API change

  Closed Elvin 142 views 14 comments 0 points Most recent by danielkeisling August 2024Adding and Updating Accounts
• 
  Johnson Financial Group FDP-103

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

  Closed System 113 views 8 comments 0 points Most recent by Coach Natalie August 2024Adding and Updating Accounts
• 
  8

  Up Down
  Canada Specific Investment Account Types (edited)

  Active smitp111 31 views 1 comment 8 points Most recent by BhupeshGajria August 2024Feature Requests
• 
  Merged: Add a capability to duplicate a transaction

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

  Closed L McGregor 31 views 2 comments 0 points Most recent by L McGregor August 2024Adding and Updating Accounts