Accounts

Discussion List

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  Double-counting pending transactions for balance for Ally Bank.

  Closed karl_a 165 views 1 comment 1 point Most recent by UrsulaA February 2024Adding and Updating Accounts
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  Is there a way to hide the Bills & Payments widget in accounts? (edited)

  Answered ✓ Closed Mercs 31 views 2 comments 0 points Most recent by Coach Natalie February 2024Feedback
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  Optum Financial HSA Incorrect Balance (edited)

  Closed Sample5175 136 views 2 comments 0 points Most recent by Sample5175 February 2024Adding and Updating Accounts
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  PSERS School Employees' Defined Contribution Plan 401K

  Closed madmoondog 106 views 11 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
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  Accounts list needs a clearer hierarchy

  Closed Tony Kirk 12 views 1 comment 1 point Most recent by Coach Natalie February 2024Feedback
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  Can I add a linked transaction to a manual mortgage liability account?

  Answered ✓ Closed BlazeBeard 498 views 2 comments 0 points Most recent by BlazeBeard February 2024Bills and Income
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  Savings goals not deducting from account

  Answered ✓ Closed ecrissman 31 views 2 comments 0 points Most recent by ecrissman February 2024Troubleshooting
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  Is it possible to have more than one tracking account without a seperate membership plan?

  Closed jessfill 247 views 1 comment 0 points Most recent by Coach Kristina February 2024Troubleshooting
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  Loancare balance only shows 0 (edited)

  Closed HouseOfSpend 11 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
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  Manual Credit Account Balance is off

  Closed MichaelW 12 views 1 comment 0 points Most recent by UrsulaA February 2024Troubleshooting
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  Displaying how accounts show

  Closed TimS 72 views 3 comments 0 points Most recent by UrsulaA February 2024Getting Started
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  My Fidelity balances are off

  Closed System 185 views 5 comments 0 points Most recent by RiversideKid February 2024Adding and Updating Accounts
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  Balance in the account does not match with actual balance on the bank

  Closed simplira 408 views 6 comments 0 points Most recent by ajbopp February 2024Adding and Updating Accounts
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  Credit Card as Liability not Banking?

  Closed Candice318 249 views 6 comments 0 points Most recent by DannyB January 2024Adding and Updating Accounts
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  Any chance to get Roundpoint Mortgage updated?

  Answered ✓ Closed DalMuTi 1.1K views 15 comments 4 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Manually adding account

  Answered ✓ Closed pater9159 67 views 2 comments 0 points Most recent by UrsulaA January 2024Adding and Updating Accounts
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  Manual account balance issue still happening (edited)

  Closed System 41 views 2 comments 0 points Most recent by Coach Kristina January 2024Report a Bug
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  Merged: Show credit under liability instead of banking

  Candice318 11 views 0 comments 2 points Started by Candice318 January 2024 Feature Requests
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  My imported "Mint" transactions balance is not matching my Simplifi balance. Help please.

  Answered ✓ Closed Sheri 142 views 5 comments 0 points Most recent by UrsulaA January 2024Getting Started
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  How do I hide closed accounts?

  Answered ✓ Closed System 196 views 2 comments 0 points Most recent by UrsulaA January 2024Troubleshooting
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  Account balances not updating to reflect transactional changes

  Closed saulov8 22 views 1 comment 0 points Most recent by UrsulaA January 2024Report a Bug
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  Updated account connection method for institution that includes a closed account

  Answered ✓ Closed ejs 63 views 3 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Linked Fidelity Accounts

  Answered ✓ Closed Girlcalledfox 41 views 2 comments 0 points Most recent by Girlcalledfox January 2024Adding and Updating Accounts
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  Ability to download only balances (no transactions) for connected accounts [edited]

  Active darmstrong 42 views 0 comments 0 points Started by darmstrong January 2024 Feature Requests
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  Frequent Flier/Hotel Rewards/Gift Cards

  Closed Michaelbg76 22 views 1 comment 0 points Most recent by UrsulaA January 2024Feedback
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  Merged: Manual crypto account was fine but now showing zero in accounts page

  inspector_gadget 21 views 0 comments 0 points Started by inspector_gadget January 2024 Troubleshooting
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  Need more features with Goal and Asset

  Closed maxtheinvest 21 views 1 comment 0 points Most recent by Coach Natalie January 2024Feedback
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  Merged: Payees & Rules definition that factor Account as well as Payee

  ssoko 1 view 0 comments 1 point Started by ssoko January 2024 Feature Requests