Accounts

Discussion List

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  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback
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  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 1 view 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 957 views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  US Bank Investments (US Bancorp Advisors)

  sidewalkboots 42 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Closed Simplera 133 views 19 comments 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.7K views 62 comments 63 points Most recent by DryHeat April 9Feature Requests
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  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Closed Andre Cheply 66 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
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  Add a "Cash" Account Type (edited)

  Completed Closed RobWilk 171 views 4 comments 7 points Most recent by EL1234 April 6Feature Requests
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  Acorns Emergency Fund HYS Account Not Appearing (edited)

  jtmonroe 64 views 5 comments 0 points Most recent by Coach Natalie April 2Adding and Updating Accounts
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  Privacy Mode: Ability to hide just net worth from the Accounts List (edited)

  cbear749 12 views 1 comment 1 point Most recent by EL1234 March 31Feature Requests
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  No balance or transaction updates since friday (edited)

  Closed Dr Gene 12 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
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  Quicken Will Not Change to "Bank Balance"

  Closed bccoleman 12 views 1 comment 0 points Most recent by DryHeat March 30Troubleshooting
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  Add the bank's URL in manual accounts for easy navigation to their websites (edited)

  jlcouch63 44 views 3 comments 4 points Most recent by Coach Kristina March 29Feature Requests
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  Adding a Chard Snyder (FSA) credit card account

  Closed foster13 11 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Adding a Target Circle Card credit card account

  Closed foster13 32 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Show a last sync day/time for all accounts in the Accounts List (edited)

  Active EL1234 51 views 12 comments 0 points Most recent by DryHeat March 28Feature Requests
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ Closed KDC1996 73 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 426 views 35 comments 0 points Most recent by Coach Jon March 27Report a Bug
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  Merged: Balance Discrepancy when Global Setting is Different from Account Setting

  Closed RhineyII 1 view 0 comments 0 points Started by RhineyII March 27 Report a Bug
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  Manual Account showing negative balance

  Closed mbalducci 71 views 11 comments 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  Corrupted accounts after update (edited)

  Closed JXXS 21 views 1 comment 0 points Most recent by Coach Jon March 26Troubleshooting
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  Balance Types Have Changed Depending on Account Type

  Closed SRC54 31 views 3 comments 0 points Most recent by EL1234 March 26Feedback
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 82 views 5 comments 13 points Most recent by RobWilk March 25Feature Requests
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  REI Mastercard (Capital One) not showing credit limit, available credit

  Closed DryHeat 52 views 7 comments 0 points Most recent by Coach Matthew March 24Feedback
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  CareCredit/Synchrony: Credit limit not properly reflected

  Closed RobWilk 21 views 4 comments 0 points Most recent by RobWilk March 24Troubleshooting
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  Closed jonoruss 441 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
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  Merged: Bank Of America Processing/Pending Transactions

  Closed LukeNM 21 views 0 comments 0 points Most recent by DryHeat March 23Adding and Updating Accounts
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 1K views 49 comments 88 points Most recent by KB2014 March 20Feature Requests
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  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 21 views 2 comments 7 points Most recent by BudgetTracker March 19Feature Requests
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  Manual Bank accounts show $0 in reports

  Closed cb611927 11 views 1 comment 0 points Most recent by SRC54 March 19Troubleshooting