Accounts

Discussion List

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  7

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  Show Institution Names on Dashboard/Account List (edited)

  Active johnb 106 views 5 comments 7 points Most recent by DannyB May 2023Feature Requests
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  2

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  Hybrid Bank/Investing Account Type

  Active cdorsi 41 views 0 comments 2 points Started by cdorsi May 2023 Feature Requests
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  1
  Bank Balance vs Balance with Pending per account

  Already Offered Closed roscoevm 115 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests
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  5

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  Show a breakdown of what Savings Goals an account has contributed to in Account Balances (edited)

  Active CharlesStello 112 views 5 comments 5 points Most recent by TommyMac April 2023Feature Requests
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  1

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  Credit Card Reserves (edited)

  Active altChristopher 52 views 0 comments 1 point Started by altChristopher March 2023 Feature Requests
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  3
  Historical balances for all account types

  Completed Closed corefi 65 views 2 comments 3 points Most recent by Coach Natalie March 2023Feature Requests
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  2
  Allow for Account Balance History Download

  Completed Closed dgalt 81 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests