Accounts

Discussion List

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  14

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  Add 457b Retirement Account Type (edited)

  Active Domino82 162 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests
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  Chart is not updating to reflect transactions in manual asset account (edited)

  Closed cyberstackn 76 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  HSA as Investment Account Type

  Closed npalumbo58 23 views 1 comment 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts
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  Account Reconciliation Mandatory for Planning

  Closed Ron Goldfuss 22 views 1 comment 0 points Most recent by Coach Laura May 24Feedback
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  Closed neon45 406 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 53 views 2 comments 6 points Most recent by SRC54 May 23Feature Requests
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  Robinhood - Savings accounts don't show up (edited)

  Closed simplira 331 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Target Redcard shows wrong statement balance and date in credit card details (edited)

  EL1234 79 views 3 comments 0 points Most recent by EL1234 May 20Report a Bug
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  Closed hatzberg 34 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  78

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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.3K views 28 comments 78 points Most recent by SRC54 May 19Feature Requests
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  Remove old accounts from view

  Closed djswizzz 24 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 119 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Credit Card Interest Details

  Closed SRC54 31 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 741 views 4 comments 5 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Missing CD accounts with ETrade

  Closed kimjady 39 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (again)

  Closed ejs 263 views 23 comments 1 point Most recent by ejs May 14Report a Bug
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  Cannot add new CITBank account - FDP-102 (edited)

  Closed Chuckz 34 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 24 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 470 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 33 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 265 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$ 66 views 2 comments 0 points Most recent by SRC54 May 7Adding and Updating Accounts
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  23

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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 223 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 34 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 308 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 52 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 257 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 112 views 9 comments 0 points Most recent by Coach Jon April 29Adding and Updating Accounts