Accounts

Discussion List

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  Add UMB Financial Card Services

  Closed gmac 10 views 1 comment 1 point Most recent by Coach Jon August 6Adding and Updating Accounts
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  Manual Coign Visa Account out of balance

  Closed SRC54 13 views 2 comments 0 points Most recent by SRC54 August 6Adding and Updating Accounts
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  Transferred From Mint

  Closed Marissa 40 views 3 comments 0 points Most recent by UrsulaA August 6Feedback
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  Carta/eShares - FDP-105 (edited)

  Closed Arlo 36 views 1 comment 0 points Most recent by Coach Jon August 5Adding and Updating Accounts
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  AMEX High Yield Savings accounts not connecting (edited)

  Closed dereckmezquita 10.1K views 190 comments 0 points Most recent by Boydston August 3Adding and Updating Accounts
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  Ability to hide account balances in the Accounts List (edited)

  Active Tbone 105 views 9 comments 9 points Most recent by UrsulaA July 30Feature Requests
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  Merged: Ability to turn off the display of account balances in the Accounts List (edited)

  Stella 29 views 0 comments 2 points Started by Stella July 29 Feature Requests
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  Issue with Workaround for Ongoing Fidelity Issues

  Closed KB2014 71 views 0 comments 0 points Started by KB2014 July 27 Investments
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  Unable to resolve Chase Account "needs attention"

  Closed lindsayla18 92 views 2 comments 0 points Most recent by lindsayla18 July 26Adding and Updating Accounts
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  Merged: Please add pension as an account type

  Bartman682 6 views 0 comments 1 point Started by Bartman682 July 25 Feature Requests
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  58

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  Remember expanded/collapsed state of Accounts List, Transactions, & other elements (edited)

  Active Sstrico 495 views 25 comments 58 points Most recent by DK777 July 25Feature Requests
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  Wells Fargo credit card showing zero balance

  Closed nrp06 32 views 6 comments 0 points Most recent by Coach Natalie July 24Adding and Updating Accounts
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  American Express Credit Cards can't connect, no option for American Express (Finicity)

  Closed System 215 views 12 comments 0 points Most recent by Mercs July 16Adding and Updating Accounts
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  Incorrect 'other investment' value in Accounts List (edited)

  Closed Steve574 31 views 3 comments 0 points Most recent by Coach Jon July 16Report a Bug
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  PayPal - Missing credit card account

  Monizrr 1.3K views 60 comments 3 points Most recent by Coach Natalie July 16Adding and Updating Accounts
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  Wells Fargo not connecting

  Closed Max1223 69 views 9 comments 0 points Most recent by Max1223 July 15Adding and Updating Accounts
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  Merged: Unable to add Paypal Credit accounts

  System 15 views 0 comments 0 points Started by System July 15 Adding and Updating Accounts
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  Issues with Wells Fargo. Bilt card

  Closed JG888 82 views 5 comments 0 points Most recent by Coach Kristina July 14Adding and Updating Accounts
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  PenFed Line of Credit Account Unavailable on Simplifi

  Closed djhadams 32 views 3 comments 0 points Most recent by Coach Jon July 12Adding and Updating Accounts
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  Merged: Fidelity Investment / Retirement Account

  Emma81218 6 views 0 comments 0 points Started by Emma81218 July 12 Report a Bug
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  Dozens of transactions missing (Chase Credit Card)

  Closed Dave L 197 views 18 comments 0 points Most recent by Dave L July 10Managing Your Transactions
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  Why is iPhone app showing incorrect balances and Web app correct.

  Closed N4KHQ 31 views 2 comments 0 points Most recent by N4KHQ July 9Feedback
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  Adding a new Synchrony credit card when multiple cards already connect

  Closed Streamline17 154 views 1 comment 0 points Most recent by Coach Jon July 9Adding and Updating Accounts
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  Net Worth Report - Accounts aren't listed alphabetically (edited)

  Closed donnajean 28 views 1 comment 0 points Most recent by Coach Kristina July 6Feedback
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  Incorrect manual account balance after deleting Savings Goal

  Closed System 21 views 3 comments 0 points Most recent by Robinthemike July 4Troubleshooting
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  Troubleshooting Balance Discrepency

  Closed lkstaack 21 views 3 comments 0 points Most recent by Coach Natalie July 4Troubleshooting