Accounts

Discussion List

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  Add shareholder subdomain from Primerica

  Scotties 117 views 14 comments 2 points Most recent by Coach Jon November 21Adding and Updating Accounts
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 170 views 5 comments 13 points Most recent by emkap November 21Feature Requests
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  Chase Checking Balance has been off for a few days

  RobWilk 127 views 15 comments 0 points Most recent by RobWilk November 20Troubleshooting
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  Active barryh 2K views 60 comments 150 points Most recent by IgnacioRG November 18Feature Requests
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  14
  Automatic Car Value Tracking

  Planned barryh 2.8K views 53 comments 14 points Most recent by Beltifi November 18Feature Requests
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  Balance way off

  EllieBean 44 views 5 comments 0 points Most recent by RobWilk November 15Adding and Updating Accounts
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  Balance Adjustment Only Modifies Balance While "Pending"

  LH13 32 views 3 comments 0 points Most recent by RobWilk November 15Adding and Updating Accounts
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  Can Not Add Any New Accounts

  cuitcny 348 views 31 comments 0 points Most recent by Coach Natalie November 13Adding and Updating Accounts
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  Incorrect Balance with Capital One

  System 17 views 2 comments 0 points Most recent by Coach Jon November 13Adding and Updating Accounts
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  159

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  Active EL1234 1.2K views 47 comments 159 points Most recent by Max1223 November 13Feature Requests
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  Ability to Select All and Unselect All accounts on Bills & Payments > Cash Flow page (edited)

  Active Earlsrock 9 views 0 comments 3 points Started by Earlsrock November 13 Feature Requests
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  jdtrujillo 34 views 4 comments 0 points Most recent by Coach Natalie November 13Report a Bug
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  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  brianperry263 163 views 25 comments 0 points Most recent by Coach Natalie November 13Adding and Updating Accounts
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  New behavior with manually added transactions matching pending?

  JCG2042 179 views 26 comments 0 points Most recent by JCG2042 November 12Troubleshooting
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  Incorrect balance from bank causes incorrect projections (edited)

  everydave 243 views 38 comments 0 points Most recent by everydave November 11Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 985 views 29 comments 56 points Most recent by whoisbwood November 10Feature Requests
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  "Other Loan" accounts missing from the Net Worth Report

  System 16 views 3 comments 0 points Most recent by jdtrujillo November 9Report a Bug
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  AMEX HYSA zero balance

  quickdave 31 views 4 comments 0 points Most recent by Coach Jon November 8Adding and Updating Accounts
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  Balances completely wrong today (10/25) from doubled transactions

  t8iujh 190 views 21 comments 0 points Most recent by RobWilk November 8Adding and Updating Accounts
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  Home Loan:Mortgage periodic balance WAY OFF

  mnox 31 views 4 comments 0 points Most recent by RobWilk November 7Adding and Updating Accounts
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  Ability to choose which connected accounts get updated (edited)

  Active jfmclaugh 292 views 12 comments 35 points Most recent by Me000000 November 6Feature Requests
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  Stifel Wealth Tracker Balance Issues still...

  Closed Krondox 150 views 29 comments 0 points Most recent by Krondox November 4Adding and Updating Accounts
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  Negative account balance showing up on Simplifi with BOA

  Closed dpanatl 25 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)

  Closed Fred Volkman 150 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

  Closed t8iujh 30 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 82 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 48 views 3 comments 0 points Most recent by fcb October 17Adding and Updating Accounts