Accounts

Discussion List

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  5

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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 139 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  How to get manual Investment ("Other Investment") account to update?

  Closed supermatthew 105 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Chase balance not correct

  Closed RetiredGuy 214 views 34 comments 0 points Most recent by EL1234 July 10Adding and Updating Accounts
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  Selecting include pending credit card transactions is reducing my card balance

  Closed RobI 97 views 8 comments 0 points Most recent by RobI July 9Troubleshooting
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  16

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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 252 views 9 comments 16 points Most recent by FutureEye July 8Feature Requests
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  64

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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 1.3K views 51 comments 64 points Most recent by SRC54 July 1Feature Requests
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  Merged: Be able to Connect to Walmart's OnePay Card by Synchrony bank

  Closed Moralessalsidoj 1 view 0 comments 1 point Started by Moralessalsidoj July 1 Report Missing Financial Institution or Biller
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 36 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Merged: Asking for MFA response from Raymond James, but never sending to me

  Closed HomeBudget 1 view 0 comments 0 points Started by HomeBudget June 30 Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Closed Flopbot 241 views 19 comments 0 points Most recent by Flopbot June 30Adding and Updating Accounts
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  How to track loans out to family or friends? (edited)

  Answered ✓ Closed FrameAndFinance 141 views 3 comments 0 points Most recent by FrameAndFinance June 29Investments
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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 145 views 6 comments 2 points Most recent by EL1234 June 28Feature Requests
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  We want your feedback for credit card details!

  Closed Coach Natalie 201 views 7 comments 0 points Most recent by virtualuser June 23Announcements
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  Can't add Vanguardplan (managed by Ascensus)

  Closed tryingtosimpli 28 views 1 comment 0 points Most recent by Coach Jon June 19Adding and Updating Accounts
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  Morgan Stanley Line of Credit Now Shows As Asset Not Liability

  Closed SashaMike 47 views 2 comments 0 points Most recent by SashaMike June 18Adding and Updating Accounts
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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  Closed techie001 74 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts
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  Adding Cross Country Mortgage FDP-185/FDP-103 (edited)

  Closed Gregory S. 120 views 8 comments 0 points Most recent by Coach Jon June 15Adding and Updating Accounts
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  Allowing Liability accounts to start with negative number to track your progress (edited)

  Closed JoshZ 50 views 1 comment 1 point Most recent by Coach Natalie June 10Adding and Updating Accounts
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  CC account shows "balance w/pending" in header but "bank balance" when editing account

  Closed DryHeat 46 views 3 comments 1 point Most recent by Coach Jon June 10Troubleshooting
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 169 views 13 comments 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Missing minus sign in credit card details statement balance (edited)

  Closed KB2014 156 views 4 comments 0 points Most recent by Coach Jon June 8Troubleshooting
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  Pending side of transfer does not subtract from balance with pending checked

  Closed RickS 39 views 1 comment 0 points Most recent by Coach Jon June 5Troubleshooting
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  2

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  Ability to hide closed accounts in Settings > Accounts (edited)

  FutureEye 85 views 3 comments 2 points Most recent by Coach Jon June 5Feature Requests
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  117

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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.3K views 23 comments 117 points Most recent by FutureEye June 4Feature Requests
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  32
  Running Balance Column [edited] (3 Merged Votes)

  Declined Closed myf 2K views 67 comments 32 points Most recent by andre98 June 3Feature Requests