Accounts

Discussion List

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  No transactions and zero balance with Washington State DRS

  Closed System 14 views 2 comments 0 points Most recent by Coach Natalie October 16Adding and Updating Accounts
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  Spending Plan adding new accounts won’t save and shows error

  Closed K Alger 8 views 1 comment 0 points Most recent by SRC54 October 15Report a Bug
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  FDP-103, 106 Errors connecting to EQ Bank (Canada)

  Closed Loselbs1959 160 views 9 comments 0 points Most recent by Coach Natalie October 14Adding and Updating Accounts
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  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Active RSKadish 517 views 28 comments 50 points Most recent by G3Tech October 12Feature Requests
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  Retirement Investment Account Classification: What Do You Think?

  Closed DannyB 44 views 5 comments 1 point Most recent by DannyB October 11Investments
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 48 views 5 comments 3 points Most recent by Coach Jon October 11Feature Requests
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  Unable to synchronize two user accounts from the same institution

  Closed RFC793 134 views 17 comments 1 point Most recent by RFC793 October 9Adding and Updating Accounts
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  Maine University Credit Union

  Active jk8720 8 views 0 comments 2 points Started by jk8720 October 8 Report Missing Financial Institution
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  Add a separate Retirement bucket to the Account Types (edited)

  Active Money Manager 53 views 3 comments 5 points Most recent by SRC54 October 8Feature Requests
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  457b Retirement Accounts

  Answered ✓ Closed RobertoT 30 views 1 comment 0 points Most recent by DannyB October 8Adding and Updating Accounts
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  My FNBO Direct account won't connect - FDP-106 error (edited)

  Closed srings 193 views 15 comments 2 points Most recent by tjc57 October 8Adding and Updating Accounts
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  Schwab Equity Award accounts are no longer being imported!

  Closed budgetj75 930 views 48 comments 2 points Most recent by budgetj75 October 8Adding and Updating Accounts
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  Add 457b Retirement Account Type (edited)

  Active Domino82 85 views 5 comments 7 points Most recent by RobertoT October 7Feature Requests
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  Provide a list of all requested financial institutions (edited)

  Active TeemSavvy 28 views 1 comment 1 point Most recent by Coach Kristina October 6Report Missing Financial Institution
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  Accounts list, duplicate fin. Institutions w/o accounts

  Closed RobWilk 20 views 2 comments 0 points Most recent by RobWilk October 3Troubleshooting
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  Manual Account Balance not showing

  Closed J3tSk!3 52 views 7 comments 0 points Most recent by Coach Natalie September 30Troubleshooting
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  Zero balance on Checking & Savings accounts

  Closed lindsayla18 17 views 1 comment 0 points Most recent by lindsayla18 September 29Adding and Updating Accounts
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  [ONGOING] 9/13/24: Balance Mismatch with Stifel Wealth Tracker

  Coach Natalie 85 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 87 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 281 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 26 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 26 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 59 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 45 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 22 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 55 views 1 comment 0 points Most recent by Coach Jon September 19Adding and Updating Accounts