Accounts

Discussion List

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  3

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  Add the Credit Card Statement Date to the Credit Dashboard (edited)

  Active surfnsocal 61 views 2 comments 3 points Most recent by EL1234 October 7Feature Requests
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  Morgan Stanley/Smith Barney accounts have incorrect balances, market value, and holdings data

  dndsieg17 122 views 5 comments 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts
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  Bold the account sub-headings in the Accounts List (edited)

  Active Hansang 69 views 1 comment 4 points Most recent by DryHeat October 4Feature Requests
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  Accidentally linked Vanguard accounts to the wrong login (edited)

  RobI 105 views 2 comments 0 points Most recent by RobI October 4Adding and Updating Accounts
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  Home Depot Credit Card Returning FDP-350 Error When Reauthorizing

  Answered dougvanderyacht 122 views 1 comment 0 points Most recent by Coach Aldair October 3Adding and Updating Accounts
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  Acorns Emergency Fund HYS Account Not Appearing (edited)

  Closed jtmonroe 231 views 6 comments 0 points Most recent by Coach Natalie October 1Adding and Updating Accounts
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  Can't get Citi card account to reconnect (invalid username and password error)

  Closed Peripety 178 views 4 comments 0 points Most recent by Peripety September 30Adding and Updating Accounts
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  Best Practice for Handling a Central Billing Account With Two Credit Cards? (edited)

  Answered Closed Flopbot 73 views 1 comment 0 points Most recent by Coach Aldair September 25Adding and Updating Accounts
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  Duplicate credit card account and blank transactions (edited)

  Closed Randy17485 199 views 7 comments 0 points Most recent by Randy17485 September 25Troubleshooting
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  Incorrect balance showing for Chase Checking

  Closed phirephoto 177 views 4 comments 0 points Most recent by EL1234 September 25Adding and Updating Accounts
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  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  Closed AJ Bryan 539 views 24 comments 0 points Most recent by Coach Aldair September 19Adding and Updating Accounts
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  Unable to add Cape Ann Savings Financial Advisors account

  Closed tsbernie 166 views 9 comments 0 points Most recent by tsbernie September 16Adding and Updating Accounts
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  Morgan Stanley CashPlus account handling

  Closed jbaker5400 91 views 1 comment 0 points Most recent by Coach Aldair September 11Adding and Updating Accounts
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  Ability to hide cents for accounts in the Accounts List (edited)

  Active Donnie S 108 views 4 comments 4 points Most recent by bobthemoneyguy September 11Feature Requests
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  Stuck in a duplicate account loop - deleting won't fix it because the name is corrupted at the bank

  Closed Sunshine26 93 views 7 comments 0 points Most recent by Coach Aldair September 10Troubleshooting
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  14

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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 105 views 3 comments 14 points Most recent by SRC54 September 9Feature Requests
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  Canadian currency conversion to USD (edited)

  Active the_scottster 170 views 2 comments 4 points Most recent by Coach Natalie September 8Feature Requests
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  Linked loan account with TCT FCU has an inverse balance (positive instead of negative) [edited]

  Closed austinwest 72 views 3 comments 0 points Most recent by Coach Aldair September 8Report a Bug
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  How to best track the balance on a loan to a family member? (edited)

  Answered Closed Terry Glaser 74 views 2 comments 0 points Most recent by EL1234 September 4Troubleshooting
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  Manual Brokerage Account Not in Net Worth

  Answered ✓ Closed hangingchad 77 views 3 comments 0 points Most recent by Coach Aldair September 3Using the Net Worth Feature
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  Switching from Account to All Accounts With Filters Applied (edited)

  Closed Dick_Davis 124 views 8 comments 0 points Most recent by Coach Aldair September 3Troubleshooting
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  37

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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.8K views 13 comments 37 points Most recent by Dariusz September 2Feature Requests
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  1
  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Completed Closed disc2120 65 views 1 comment 1 point Most recent by disc2120 September 1Feature Requests
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  Allow IRR calculation for any account

  Active pbryn1983 40 views 1 comment 1 point Most recent by pbryn1983 September 1Feature Requests
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  Create Custom Account Types

  Closed pbryn1983 51 views 2 comments 1 point Most recent by pbryn1983 August 30Feedback
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  Bank of America Constantly Disconnecting

  Closed sjc314 66 views 1 comment 0 points Most recent by Coach Kristina August 29Adding and Updating Accounts
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  Empower Accounts - Not finding my 3 IRA's or HYS (edited)

  Closed joda2021 87 views 6 comments 0 points Most recent by Coach Natalie August 26Adding and Updating Accounts
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  When creating transaction Rules, account dropdown is blank

  Closed Max Lin 173 views 10 comments 0 points Most recent by SRC54 August 25Report a Bug
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  Manual Account not updating after transactions

  Closed mamerica 140 views 12 comments 0 points Most recent by mamerica August 24Adding and Updating Accounts
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  9

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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 111 views 3 comments 9 points Most recent by EL1234 August 24Feature Requests