Accounts

Discussion List

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  Imagine Mastercard - FDP 155 error (edited)

  EnchantedLedger 11 views 1 comment 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Freedom Mortgage now Works but Account Balance is Positive

  BlurrVT 83 views 9 comments 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Support for Nibbles Credit Card

  Active supermatthew 2 views 0 comments 1 point Started by supermatthew January 20 Report Missing Financial Institution
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  iPad App: Ability to Collapse the Accounts List in the Transactions View (edited)

  DGAzr 32 views 3 comments 3 points Most recent by DGAzr January 19Feature Requests
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  Data not refreshing for Citi Bank

  vipsclt 34 views 5 comments 0 points Most recent by Coach Kristina January 18Adding and Updating Accounts
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  Lost my accounts

  EdCallahan 31 views 2 comments 0 points Most recent by SRC54 January 17Adding and Updating Accounts
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  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  danielkeisling 48 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 873 views 40 comments 84 points Most recent by TimValverde January 16Feature Requests
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  nrp06 120 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
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  Where did the Acorns UTMA connection go?

  Closed Brett Garwood 2 views 1 comment 0 points Most recent by Coach Natalie January 15Adding and Updating Accounts
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 42 views 2 comments 7 points Most recent by Coach Natalie January 14Feature Requests
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  Automatic Car Value Tracking

  Completed Closed barryh 4.1K views 89 comments 17 points Most recent by RobWilk January 13Feature Requests
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 121 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  Closed subiemat 53 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Unable to add Movement Mortgage (FDP-155)

  Closed vipsclt 25 views 5 comments 1 point Most recent by Coach Natalie January 12Adding and Updating Accounts
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Simplera 108 views 15 comments 0 points Most recent by Coach Kristina January 11Adding and Updating Accounts
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  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 11Adding and Updating Accounts
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  UAS Connect Account connecting but showing $0 balance

  Closed mscemcee 47 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
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  US Bank Credit Cards with Zero Balance

  Closed nrp06 4 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
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  Loan Balance Now Shows Negative - Thanks For Fixing

  Closed MikeZ 12 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 303 views 24 comments 0 points Most recent by Coach Jon January 7Report a Bug
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  Help connecting two sets of accounts with Fidelity (edited)

  Closed vmorgs 22 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Incorrect Manual Account Balance

  Closed Israel 66 views 7 comments 0 points Most recent by Israel January 6Adding and Updating Accounts
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  Is there a way to show a positive balance as negative? (edited)

  Closed Jeeves 25 views 1 comment 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Closed Eman321 47 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
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  Running Balance Column [edited] (3 Merged Votes)

  Declined Closed myf 1.5K views 66 comments 31 points Most recent by Frustrated January 5Feature Requests
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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 72 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution
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  Spending Plan should include existing account balances

  Closed Joe M 12 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 101 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests