Accounts

Discussion List

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  Account Reconciliation Mandatory for Planning

  Ron Goldfuss 22 views 1 comment 0 points Most recent by Coach Laura May 24Feedback
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  neon45 268 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 42 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests
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  Robinhood - Savings accounts don't show up (edited)

  simplira 246 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Target Redcard shows wrong statement balance and date in credit card details (edited)

  EL1234 44 views 3 comments 0 points Most recent by EL1234 May 20Report a Bug
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  hatzberg 22 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 28 comments 75 points Most recent by SRC54 May 19Feature Requests
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  Remove old accounts from view

  Closed djswizzz 22 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 99 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Credit Card Interest Details

  Closed SRC54 36 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 679 views 4 comments 4 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Missing CD accounts with ETrade

  Closed kimjady 25 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (again)

  Closed ejs 208 views 23 comments 1 point Most recent by ejs May 14Report a Bug
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  Cannot add new CITBank account - FDP-102 (edited)

  Closed Chuckz 23 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Merrill Lynch investment accounts showing up twice (edited)

  Closed Mlcarlson1205 14 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Credit Card Details: Share your feedback here!

  Closed System 236 views 70 comments 0 points Most recent by Coach Natalie May 12Feedback
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Closed Altdata 25 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  Ability to hide account balances in the Accounts List (edited)

  Completed Closed Tbone 215 views 10 comments 11 points Most recent by Coach Natalie May 7Feature Requests
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  Should I add all investment and other accounts for both me and my husband? (edited)

  Answered ✓ Closed Debtfree2025$ 46 views 2 comments 0 points Most recent by SRC54 May 7Adding and Updating Accounts
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 213 views 6 comments 23 points Most recent by R C May 6Feature Requests
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  How do I switch Venmo account from manual?

  Closed Clarity!sGoal1 15 views 2 comments 0 points Most recent by DryHeat May 6Adding and Updating Accounts
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  Closed annikalily 206 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
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  Wealthsimple Account Linking Method Update

  Closed Joccob 23 views 3 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
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  Marcus accounts missing after opening CDs

  Closed mjs560 165 views 6 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts
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  Freedom Mortgage Showing $0 Balance

  Closed BlurrVT 43 views 9 comments 0 points Most recent by Coach Jon April 29Adding and Updating Accounts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 13 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  USAA checking account erroneously showing zero balance in QBP

  Closed DryHeat 2 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  Closed vak15 31 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 22 views 1 comment 0 points Most recent by SRC54 April 21Feedback