Accounts

Discussion List

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  Net Worth Report - Accounts aren't listed alphabetically (edited)

  Closed donnajean 24 views 1 comment 0 points Most recent by Coach Kristina July 2024Feedback
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  Incorrect manual account balance after deleting Savings Goal

  Closed System 22 views 3 comments 0 points Most recent by Robinthemike July 2024Troubleshooting
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  Troubleshooting Balance Discrepency

  Closed lkstaack 21 views 3 comments 0 points Most recent by Coach Natalie July 2024Troubleshooting
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  Unable to connect to Fort Financial Credit Union due to FDP-155 error (edited)

  Closed RainBoy301 92 views 7 comments 0 points Most recent by RainBoy301 July 2024Adding and Updating Accounts
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  Merged: Optum Financial FDP-106 Connection failing

  LakGoy 11 views 0 comments 0 points Most recent by LakGoy July 2024Adding and Updating Accounts
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  Merged: Connect and categorize transactions from major online retailers (ex. Amazon)

  Braidedscull 1 view 0 comments 1 point Most recent by Braidedscull June 2024Feature Requests
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  63
  Separate column for check number

  Completed Closed bowgy4 2K views 39 comments 63 points Most recent by bowgy4 June 2024Feature Requests
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  Merged: Notes & Fee and Other Info for Accounts

  LakGoy 1 view 0 comments 3 points Most recent by LakGoy June 2024Feature Requests
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  Merged: workaround for 2FA accounts? sync on demand or on schedule

  pixel 1 view 0 comments 3 points Most recent by pixel June 2024Feature Requests