Accounts

Discussion List

• 
  Data not refreshing for Citi Bank

  Closed vipsclt 37 views 5 comments 0 points Most recent by Coach Kristina January 18Adding and Updating Accounts
• 
  Lost my accounts

  Closed EdCallahan 33 views 2 comments 0 points Most recent by SRC54 January 17Adding and Updating Accounts
• 
  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  Closed danielkeisling 56 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
• 
  84

  Up Down
  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 904 views 40 comments 84 points Most recent by TimValverde January 16Feature Requests
• 
  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 127 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
• 
  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
• 
  7

  Up Down
  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
• 
  17
  Automatic Car Value Tracking

  Completed Closed barryh 4.2K views 89 comments 17 points Most recent by RobWilk January 13Feature Requests
• 
  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 126 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
• 
  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  Closed subiemat 55 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
• 
  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
• 
  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
• 
  Merged: Venmo is not connecting anymore

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

  Closed mscemcee 48 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
• 
  US Bank Credit Cards with Zero Balance

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

  Closed MikeZ 13 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
• 
  Does the account-specific Balance Type setting actually do anything?

  bob303727 317 views 24 comments 0 points Most recent by Coach Jon January 7Report a Bug
• 
  Help connecting two sets of accounts with Fidelity (edited)

  Closed vmorgs 24 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
• 
  Incorrect Manual Account Balance

  Closed Israel 84 views 7 comments 0 points Most recent by Israel January 6Adding and Updating Accounts
• 
  Is there a way to show a positive balance as negative? (edited)

  Closed Jeeves 28 views 1 comment 0 points Most recent by Coach Natalie January 5Troubleshooting
• 
  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Closed Eman321 54 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
• 
  31
  Running Balance Column [edited] (3 Merged Votes)

  Declined Closed myf 1.5K views 66 comments 31 points Most recent by Frustrated January 5Feature Requests
• 
  2

  Up
  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 74 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution or Biller
• 
  Spending Plan should include existing account balances

  Closed Joe M 16 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
• 
  16

  Up Down
  Color coding tags/categories/accounts (edited)

  Active shinyllama 103 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
• 
  Wells Fargo self investment account (Wellstrade) showing zero balance

  Closed nrp06 30 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Home Value Change is not a Transaction

  Closed e39e60 12 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
• 
  GreenState Credit Union - Bank Balance shown as Positive when it should be negative (edited)

  Closed Jeeves 57 views 6 comments 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
• 
  3

  Up Down
  Add a section of Starred/Favorite Accounts in the Accounts List (edited)

  Active EL1234 23 views 3 comments 3 points Most recent by SRC54 December 2025Feature Requests