Accounts

Discussion List

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  Cannot add new CITBank account - FDP-102 (edited)

  Closed Chuckz 28 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Merrill Lynch investment accounts showing up twice (edited)

  Closed Mlcarlson1205 19 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Credit Card Details: Share your feedback here!

  Closed System 410 views 70 comments 0 points Most recent by Coach Natalie May 12Feedback
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Closed Altdata 27 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  11
  Ability to hide account balances in the Accounts List (edited)

  Completed Closed Tbone 247 views 10 comments 11 points Most recent by Coach Natalie May 7Feature Requests
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  Should I add all investment and other accounts for both me and my husband? (edited)

  Answered ✓ Closed Debtfree2025$ 67 views 2 comments 0 points Most recent by SRC54 May 7Adding and Updating Accounts
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 221 views 6 comments 23 points Most recent by R C May 6Feature Requests
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  How do I switch Venmo account from manual?

  Closed Clarity!sGoal1 28 views 2 comments 0 points Most recent by DryHeat May 6Adding and Updating Accounts
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  Closed annikalily 265 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
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  Wealthsimple Account Linking Method Update

  Closed Joccob 38 views 3 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
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  Marcus accounts missing after opening CDs

  Closed mjs560 217 views 6 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts
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  Freedom Mortgage Showing $0 Balance

  Closed BlurrVT 100 views 9 comments 0 points Most recent by Coach Jon April 29Adding and Updating Accounts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 20 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  USAA checking account erroneously showing zero balance in QBP

  Closed DryHeat 6 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  Closed vak15 64 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 23 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Fix past balance on loan account?

  Answered ✓ Closed trewbux 48 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 7 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 12 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 38 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 6 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 1.2K 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 53 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 188 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 109 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
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  7
  Add a "Cash" Account Type (edited)

  Completed Closed RobWilk 181 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 86 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 30 views 1 comment 1 point Most recent by EL1234 March 31Feature Requests