Accounts

Discussion List

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  5

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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 47 views 2 comments 5 points Most recent by DannyB October 13Feature Requests
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  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 71 views 4 comments 0 points Most recent by Mysterio October 13Adding and Updating Accounts
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  [ONGOING] 9/29/25: Incorrect Manual Account Balance

  Coach Jon 253 views 1 comment 1 point Most recent by Coach Natalie October 13Known Product Issues
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  32
  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.3K views 49 comments 32 points Most recent by JMQkn October 11Feature Requests
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  can't add Etrade Bank CD

  Closed jterning 57 views 6 comments 0 points Most recent by Coach Jon October 9Adding and Updating Accounts
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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 57 views 6 comments 6 points Most recent by Coach Natalie October 8Feature Requests
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  105

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  Add an HSA Investment account type (edited)

  In Review MDG39518 952 views 22 comments 105 points Most recent by Marquette42 October 7Feature Requests
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  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 47 views 9 comments 1 point Most recent by Coach Kristina October 5Adding and Updating Accounts
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  Incorrect balance in manual account

  Closed ejs 113 views 17 comments 0 points Most recent by DryHeat October 4Adding and Updating Accounts
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  6

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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 33 views 3 comments 6 points Most recent by RobWilk October 4Feature Requests
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  Manual Account Balance doesn’t add up with transaction

  Closed everydave 79 views 10 comments 0 points Most recent by RobWilk October 3Adding and Updating Accounts
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  10

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  Add 457b Retirement Account Type (edited)

  Active Domino82 103 views 8 comments 10 points Most recent by RobWilk October 2Feature Requests
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  Missing Cenlar FSB Mortgage Accounts (edited)

  Closed MattyBEsq 25 views 3 comments 1 point Most recent by Coach Natalie October 1Adding and Updating Accounts
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  Chase Bank: Child account no longer syncing

  Closed zmaniacz 258 views 33 comments 1 point Most recent by zmaniacz October 1Adding and Updating Accounts
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  Deleted Savings Goals do not release funds in Accounts List (edited)

  Closed RiversideKid 39 views 5 comments 0 points Most recent by Coach Natalie October 1Report a Bug
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  49

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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.1K views 28 comments 49 points Most recent by SRC54 September 30Feature Requests
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  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 217 views 25 comments 0 points Most recent by Coach Jon September 29Adding and Updating Accounts
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  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 66 views 12 comments 1 point Most recent by jtb36 September 29Adding and Updating Accounts
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  Unable to add American Express CD account (edited)

  Closed MagosDante 74 views 15 comments 0 points Most recent by Coach Jon September 29Adding and Updating Accounts
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  not to include certain account on report, or hide

  Closed Texas Sun 5 views 1 comment 0 points Most recent by SRC54 September 28Troubleshooting
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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 52 views 3 comments 0 points Most recent by Dick_Davis September 27Adding and Updating Accounts
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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 131 views 4 comments 1 point Most recent by chrisdpeters September 27Adding and Updating Accounts
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  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 59 views 2 comments 0 points Most recent by AaronJB September 26Adding and Updating Accounts
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  Setting up fund accounts

  Answered ✓ Closed Julie V 47 views 1 comment 0 points Most recent by Coach Jon September 24Business Accounts
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  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 7 views 1 comment 0 points Most recent by Coach Jon September 24Adding and Updating Accounts
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  11

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  Color coding tags/categories/accounts (edited)

  Active shinyllama 85 views 2 comments 11 points Most recent by Coach Natalie September 24Feature Requests
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  Merged: We are unable to connect to HealthEquity at this time. Care Code: FDP-101

  Closed johnpw 1 view 0 comments 0 points Most recent by Coach Jon September 23Adding and Updating Accounts
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  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 12 views 1 comment 1 point Most recent by Coach Jon September 23Adding and Updating Accounts
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  Health Equity investment accounts not syncing

  Closed Nick333 50 views 2 comments 0 points Most recent by ZeeBo22 September 22Adding and Updating Accounts
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 20 Report Missing Financial Institution