Accounts

Discussion List

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  Stifel Wealth Tracker Balance Issues still...

  Krondox 148 views 29 comments 0 points Most recent by Krondox November 4Adding and Updating Accounts
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  Remember the expanded/collapsed state for the Projected Cash Flow/Upcoming section (edited)

  Active kai4387 239 views 11 comments 41 points Most recent by TheReal702 November 3Feature Requests
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 505 views 23 comments 51 points Most recent by RobWilk November 2Feature Requests
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  Negative account balance showing up on Simplifi with BOA

  dpanatl 13 views 1 comment 0 points Most recent by Coach Jon November 1Adding and Updating Accounts
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  TruStage 401(k) (CUNA Mutual Plan) FDP-102 (edited)

  Fred Volkman 143 views 17 comments 0 points Most recent by Daddio_Kev October 31Adding and Updating Accounts
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  Manual account balance wrong as of today

  t8iujh 25 views 1 comment 0 points Most recent by Coach Natalie October 31Report a Bug
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  Merged: Add UMB Card Services

  Closed gmac 4 views 0 comments 1 point Started by gmac October 26 Report Missing Financial Institution
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  Apple Wallet Integration: Share your feedback here!

  Closed Coach Natalie 1.5K views 101 comments 3 points Most recent by Coach Natalie October 25Feedback
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 2.6K views 23 comments 43 points Most recent by UrsulaA October 22Feature Requests
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  Ability to suppress or dismiss online banking issue notifications/icons (edited) (edited)

  Active SRC54 79 views 9 comments 12 points Most recent by Flopbot October 19Feature Requests
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  Wells Fargo again > bank vs pending balance

  Closed fcb 46 views 3 comments 0 points Most recent by fcb October 17Adding and Updating Accounts
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  No transactions and zero balance with Washington State DRS

  Closed System 13 views 2 comments 0 points Most recent by Coach Natalie October 16Adding and Updating Accounts
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  Spending Plan adding new accounts won’t save and shows error

  Closed K Alger 8 views 1 comment 0 points Most recent by SRC54 October 15Report a Bug
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  FDP-103, 106 Errors connecting to EQ Bank (Canada)

  Closed Loselbs1959 144 views 9 comments 0 points Most recent by Coach Natalie October 14Adding and Updating Accounts
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  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Active RSKadish 514 views 28 comments 50 points Most recent by G3Tech October 12Feature Requests
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  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 41 views 5 comments 1 point Most recent by DannyB October 11Investments
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 48 views 5 comments 3 points Most recent by Coach Jon October 11Feature Requests
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  Unable to synchronize two user accounts from the same institution

  Closed RFC793 110 views 17 comments 1 point Most recent by RFC793 October 9Adding and Updating Accounts
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  Maine University Credit Union

  Active jk8720 8 views 0 comments 2 points Started by jk8720 October 8 Report Missing Financial Institution
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  Add a separate Retirement bucket to the Account Types (edited)

  Active Money Manager 53 views 3 comments 5 points Most recent by SRC54 October 8Feature Requests
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  457b Retirement Accounts

  Answered ✓ Closed RobertoT 29 views 1 comment 0 points Most recent by DannyB October 8Adding and Updating Accounts
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  My FNBO Direct account won't connect - FDP-106 error (edited)

  Closed srings 181 views 15 comments 2 points Most recent by tjc57 October 8Adding and Updating Accounts
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  Schwab Equity Award accounts are no longer being imported!

  Closed budgetj75 919 views 48 comments 2 points Most recent by budgetj75 October 8Adding and Updating Accounts
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  Add 457b Retirement Account Type (edited)

  Active Domino82 85 views 5 comments 7 points Most recent by RobertoT October 7Feature Requests
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  Provide a list of all requested financial institutions (edited)

  Active TeemSavvy 26 views 1 comment 1 point Most recent by Coach Kristina October 6Report Missing Financial Institution
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  Accounts list, duplicate fin. Institutions w/o accounts

  Closed RobWilk 20 views 2 comments 0 points Most recent by RobWilk October 3Troubleshooting
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  Manual Account Balance not showing

  Closed J3tSk!3 48 views 7 comments 0 points Most recent by Coach Natalie September 30Troubleshooting
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  Zero balance on Checking & Savings accounts

  Closed lindsayla18 17 views 1 comment 0 points Most recent by lindsayla18 September 29Adding and Updating Accounts