Accounts

Discussion List

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  215

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 2.3K views 59 comments 215 points Most recent by swterry91 May 30Feature Requests
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  11

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  Functionality to track Insurance Policies

  Active Skyfox675 277 views 5 comments 11 points Most recent by eremole May 29Feature Requests
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  14

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  Add 457b Retirement Account Type (edited)

  Active Domino82 166 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 84 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  HSA as Investment Account Type

  Closed npalumbo58 27 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 23 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 489 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 57 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 413 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 98 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 48 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Remove old accounts from view

  Closed djswizzz 23 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 139 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Credit Card Interest Details

  Closed SRC54 35 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 769 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 56 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 299 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 45 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 25 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 595 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 38 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 301 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$ 85 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 227 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 37 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 373 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 82 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 338 views 6 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts