Accounts

Discussion List

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  Seattle Credit Union Credit Cards Showing As Assets and Missing Transactions (edited)

  Closed Mona 53 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Fidelity HSA accounts fail to add (edited)

  Closed MinB 2.1K views 59 comments 3 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Simplifi "balance with pending" not changing (continuing from known issue)

  Closed AmyT 77 views 10 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Bank Balance Fluctuates Constantly

  Answered ✓ Closed Paul P 42 views 1 comment 0 points Most recent by Coach Natalie January 2024Troubleshooting
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  "Balance with Pending" only shows the pending portion

  Closed josh-budgets 44 views 2 comments 0 points Most recent by josh-budgets January 2024Adding and Updating Accounts
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  Merged: Marcus by Goldman Sachs connection issue

  UrsulaA 61 views 0 comments 0 points Started by UrsulaA January 2024 Report a Bug
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  Filters: Allow Entire Account Groupings to Be Selected (edited)

  Active patg 41 views 1 comment 3 points Most recent by EL1234 January 2024Feature Requests
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  My credit card is showing a wildly different balance - initial setup

  Closed Dregar 82 views 5 comments 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
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  Bug Report - manual account balance not changing

  Closed UrsulaA 777 views 28 comments 0 points Most recent by Paul O. January 2024Report a Bug
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  Merged: Account Last Refreshed Date and Time

  CameronL 11 views 0 comments 1 point Started by CameronL December 2023 Feature Requests
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  Merged: Customizable Account Types and Grouping

  gingerscatdad 11 views 0 comments 1 point Started by gingerscatdad December 2023 Feature Requests
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  Merged: Make an adjustment to the "Accounts" list UI on the web Dashboard page.

  scottiecosmo 21 views 0 comments 2 points Started by scottiecosmo December 2023 Feature Requests