Accounts

Discussion List

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  Fix past balance on loan account?

  Answered ✓ Closed trewbux 43 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
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  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 4 views 0 comments 0 points Started by Stu B April 20 Feature Requests
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  Hide Max Update Interval Icon in "Accounts" list?

  Answered ✓ Closed Stu B 11 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Chase Bank Checking classified as Investment Account

  Closed JAXmultiplat 34 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback
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  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 3 views 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller
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  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 1K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  US Bank Investments (US Bancorp Advisors)

  Closed sidewalkboots 44 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Closed Simplera 137 views 19 comments 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Closed Andre Cheply 79 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
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  Add a "Cash" Account Type (edited)

  Completed Closed RobWilk 173 views 4 comments 7 points Most recent by EL1234 April 6Feature Requests
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  Acorns Emergency Fund HYS Account Not Appearing (edited)

  jtmonroe 69 views 5 comments 0 points Most recent by Coach Natalie April 2Adding and Updating Accounts
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  Privacy Mode: Ability to hide just net worth from the Accounts List (edited)

  cbear749 19 views 1 comment 1 point Most recent by EL1234 March 31Feature Requests
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  No balance or transaction updates since friday (edited)

  Closed Dr Gene 12 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
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  Quicken Will Not Change to "Bank Balance"

  Closed bccoleman 13 views 1 comment 0 points Most recent by DryHeat March 30Troubleshooting
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  Add the bank's URL in manual accounts for easy navigation to their websites (edited)

  jlcouch63 50 views 3 comments 4 points Most recent by Coach Kristina March 29Feature Requests
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  Adding a Chard Snyder (FSA) credit card account

  Closed foster13 13 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Adding a Target Circle Card credit card account

  Closed foster13 34 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Show a last sync day/time for all accounts in the Accounts List (edited)

  Active EL1234 57 views 12 comments 0 points Most recent by DryHeat March 28Feature Requests
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ Closed KDC1996 113 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Merged: Balance Discrepancy when Global Setting is Different from Account Setting

  Closed RhineyII 1 view 0 comments 0 points Started by RhineyII March 27 Report a Bug
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  Manual Account showing negative balance

  Closed mbalducci 85 views 11 comments 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  Corrupted accounts after update (edited)

  Closed JXXS 24 views 1 comment 0 points Most recent by Coach Jon March 26Troubleshooting
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  Balance Types Have Changed Depending on Account Type

  Closed SRC54 33 views 3 comments 0 points Most recent by EL1234 March 26Feedback
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  REI Mastercard (Capital One) not showing credit limit, available credit

  Closed DryHeat 54 views 7 comments 0 points Most recent by Coach Matthew March 24Feedback
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  CareCredit/Synchrony: Credit limit not properly reflected

  Closed RobWilk 22 views 4 comments 0 points Most recent by RobWilk March 24Troubleshooting
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  Closed jonoruss 458 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
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  Merged: Bank Of America Processing/Pending Transactions

  Closed LukeNM 21 views 0 comments 0 points Most recent by DryHeat March 23Adding and Updating Accounts
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 1K views 49 comments 88 points Most recent by KB2014 March 20Feature Requests
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  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 25 views 2 comments 7 points Most recent by BudgetTracker March 19Feature Requests