Accounts

Discussion List

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  [ONGOING] 9/13/24: Balance Mismatch with Stifel Wealth Tracker

  Coach Natalie 83 views 1 comment 0 points Most recent by Coach Natalie September 27Current Online Banking Issues
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  Star One Credit Union all accounts showing zero balance

  Closed RajOnTrack 86 views 19 comments 0 points Most recent by Coach Jon September 24Adding and Updating Accounts
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  [ONGOING] 09/10/24: Manual Account Balance Issues

  Coach Jon 249 views 1 comment 5 points Most recent by Coach Jon September 24Known Product Issues
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  Macy's Credit Card disconnected and provided a Care Code FDP-102

  Closed UrsulaA 25 views 4 comments 0 points Most recent by RobWilk September 23Adding and Updating Accounts
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  Add graphs to accounts (edited)

  Active Arkitekt 16 views 0 comments 2 points Started by Arkitekt September 23 Feature Requests
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  Old Navy/Barclay Card US Care Code FDP-105

  Closed UrsulaA 23 views 2 comments 0 points Most recent by UrsulaA September 23Adding and Updating Accounts
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  Citi Cards (Home Depot and Shell) FDP-102

  Closed damnedxer 56 views 3 comments 0 points Most recent by damnedxer September 20Adding and Updating Accounts
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  Lost connectivity to L.L.Bean Mastercard - Care code: FDP-102

  Closed brucelee1968 39 views 1 comment 0 points Most recent by Coach Jon September 20Adding and Updating Accounts
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  Default Cash Flow Account (edited)

  Answered ✓ Closed RobertoT 21 views 1 comment 0 points Most recent by UrsulaA September 20How do you Quicken Simplifi?
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  Fidelity is adding MFA Soon - Can Simplifi be ahead of the game before the link breaks?

  Closed RLDawg 53 views 1 comment 0 points Most recent by Coach Jon September 19Adding and Updating Accounts
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  Closed accounts still show up in Investments

  Closed LakGoy 12 views 1 comment 0 points Most recent by Coach Jon September 17Report a Bug
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  Stifel balance issue NOT resolved

  Closed fredct 48 views 9 comments 0 points Most recent by fredct September 16Adding and Updating Accounts
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  Roundpoint mortgage not connecting

  Closed MavenMac231 21 views 1 comment 0 points Most recent by Coach Kristina September 15Adding and Updating Accounts
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  FDP-103 Error with Ally Bank (edited)

  Closed djmccauley1958 109 views 8 comments 0 points Most recent by Coach Kristina September 14Adding and Updating Accounts
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  Merged: Add default account view settings (edited)

  Closed Jedp 68 views 0 comments 4 points Most recent by rubles_mere.0e September 14Feature Requests
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  loan from friend

  Answered ✓ Closed Earle 23 views 1 comment 0 points Most recent by DannyB September 13Getting Started
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  Limit on Number of Accounts?

  Answered ✓ Closed myfriend 43 views 6 comments 0 points Most recent by SRC54 September 13Adding and Updating Accounts
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  Pending Transactions at Citibank are counted twice in account balance?

  Closed AshleyP 28 views 1 comment 0 points Most recent by Coach Jon September 11Adding and Updating Accounts
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 702 views 19 comments 51 points Most recent by RobWilk September 11Feature Requests
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  PNC Bank Account linking / updating failing

  Closed gdheisel 113 views 10 comments 1 point Most recent by JimRosebro September 10Adding and Updating Accounts
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  Manual account balance is incorrect

  Closed bost.05 106 views 19 comments 0 points Most recent by Coach Jon September 5Report a Bug
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  Wealthsimple connection for new accounts [Edited]

  Closed Hamieh 79 views 5 comments 1 point Most recent by Coach Jon September 4Adding and Updating Accounts
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  Add an HSA Investment account type (edited)

  Active MDG39518 620 views 16 comments 75 points Most recent by SRC54 September 4Feature Requests
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  Running balance column (edited)

  Closed in2ndo 66 views 5 comments 0 points Most recent by UrsulaA September 3Bills and Income
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  Adding a new credit card to an existing bank account with other cards?

  Closed DavidB 51 views 6 comments 0 points Most recent by DavidB September 2Adding and Updating Accounts
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  Functionality to track Insurance Policies

  Active Skyfox675 116 views 2 comments 6 points Most recent by FinTechMan September 2Feature Requests
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 29 views 0 comments 1 point Started by UrsulaA August 30 FAQ Section
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  Option to Automatically Hide Zero Balance Accounts from the Accounts List (edited)

  Active alkaboy 52 views 9 comments 7 points Most recent by EL1234 August 30Feature Requests
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  #TipTuesday! Creating assets for loans

  Closed Coach Blake 668 views 5 comments 1 point Most recent by Coach Jon August 29FAQ Section