Accounts

Discussion List

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  American Express Loan

  Closed Amy S 61 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
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  Principal 401(k) - FDP-108

  Closed ewebubbaewe 386 views 9 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts
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  Merged: Apple Card auto download

  danottingham 11 views 0 comments 0 points Started by danottingham March 2024 Feedback
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  Manual Account Balance Issues

  Closed jimmieholland1 93 views 3 comments 0 points Most recent by Coach Natalie March 2024Report a Bug
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  Trend of banking balance

  Closed Icho51 41 views 3 comments 1 point Most recent by UrsulaA March 2024Feedback
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  Ability to track cash transactions without an account/Automatically add a cash account (edited)

  Active kenklein 740 views 23 comments -1 point Most recent by Coach Kristina March 2024Feature Requests
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  Manual Account Balance Issues

  Closed MJNeedsMoreFeatures 319 views 11 comments 0 points Most recent by jimmieholland1 March 2024Report a Bug
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  where to see online, current, and ending balance?

  Answered ✓ Closed sunflowermom 160 views 3 comments 0 points Most recent by DannyB March 2024Troubleshooting
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  Merged: Desert Financial Credit Union

  rbradle 1 view 0 comments 1 point Started by rbradle February 2024 Report Missing Financial Institution
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  Ability to Create Custom Account Types (edited)

  Active alkaboy 173 views 7 comments 5 points Most recent by UrsulaA February 2024Feature Requests
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  Closing date for credit cards

  Closed Robinthemike 45 views 3 comments 0 points Most recent by UrsulaA February 2024Feedback
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  Add 401a as an Account Type (edited)

  Active FutureEye 42 views 1 comment 2 points Most recent by FutureEye February 2024Feature Requests
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  Merged: Allow for input of cash transactions (without need to create a cash account)

  IzzyR 11 views 0 comments -1 point Started by IzzyR February 2024 Feature Requests
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  Merged: Unable to connect to Morgan Stanley Stock Plan Connect

  Jason M 11 views 0 comments 0 points Started by Jason M February 2024 Adding and Updating Accounts
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  What does "banking" mean in this context?

  Closed Amethyst64 78 views 14 comments 0 points Most recent by UrsulaA February 2024Troubleshooting
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  Venmo - Getting Care Code QCS-0429-2

  Closed System 233 views 10 comments 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Is it safe to delete unused Financial Institutions in the Accounts List?

  Answered ✓ Closed SRC54 35 views 2 comments 0 points Most recent by UrsulaA February 2024Troubleshooting
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  Merged: Add ability to add Assets for Vehicles

  MoneySkeets 1 view 0 comments 1 point Started by MoneySkeets February 2024 Feature Requests
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  Combine an existing Brokerage Account with an Imported account with the same name

  Answered ✓ Closed neon45 387 views 11 comments 0 points Most recent by UrsulaA February 2024Managing Your Transactions
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  empower-retirement.com 401k stopped syncing and shows $0.00

  Closed Another Stephen 1K views 11 comments 0 points Most recent by UrsulaA February 2024Adding and Updating Accounts
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  How to add non-cash assets

  Answered ✓ Closed Mortimer Duke 305 views 4 comments 0 points Most recent by Mortimer Duke February 2024Adding and Updating Accounts
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  Duplicate BofA checking accounts (2) quoting different/negative balances?

  Closed Karin 42 views 4 comments 0 points Most recent by Coach Kristina February 2024Troubleshooting
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  Wasn’t able to add husbands Mohela account (edited)

  Closed jaiv 51 views 1 comment 1 point Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Credit Card Balances Incorrect in Accounts List

  Closed ajbopp 31 views 2 comments 0 points Most recent by ajbopp February 2024Adding and Updating Accounts
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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 56 views 2 comments 9 points Most recent by Tim23 February 2024Feature Requests
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  CollegeBoundSaver Rhode Island

  Closed Prestonian 51 views 1 comment 1 point Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  On reconciling accounts

  Answered ✓ Closed japple7 260 views 1 comment 0 points Most recent by UrsulaA February 2024Managing Your Transactions
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  Merged: Account Refresh Intervals (to avoid constant MFA prompts)

  Meh 1 view 0 comments 1 point Started by Meh February 2024 Feature Requests
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  Simplifi not adding all accounts from Wells Fargo

  Closed JCF 41 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Balance with pending is incorrect

  Closed Jeannette 41 views 1 comment 1 point Most recent by Coach Kristina February 2024Troubleshooting