Accounts

Discussion List

• 
  Missing CD accounts with ETrade

  Closed kimjady 63 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
• 
  Account list in Settings no longer alphabetically ordered (again)

  Closed ejs 343 views 23 comments 1 point Most recent by ejs May 14Report a Bug
• 
  Cannot add new CITBank account - FDP-102 (edited)

  Closed Chuckz 42 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
• 
  Merrill Lynch investment accounts showing up twice (edited)

  Closed Mlcarlson1205 21 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
• 
  Credit Card Details: Share your feedback here!

  Closed System 781 views 70 comments 0 points Most recent by Coach Natalie May 12Feedback
• 
  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Closed Altdata 41 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
• 
  11
  Ability to hide account balances in the Accounts List (edited)

  Completed Closed Tbone 343 views 10 comments 11 points Most recent by Coach Natalie May 7Feature Requests
• 
  Should I add all investment and other accounts for both me and my husband? (edited)

  Answered ✓ Closed Debtfree2025$ 93 views 2 comments 0 points Most recent by SRC54 May 7Adding and Updating Accounts
• 
  23

  Up Down
  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 221 views 6 comments 23 points Most recent by R C May 6Feature Requests
• 
  How do I switch Venmo account from manual?

  Closed Clarity!sGoal1 41 views 2 comments 0 points Most recent by DryHeat May 6Adding and Updating Accounts
• 
  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  Closed annikalily 413 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
• 
  Wealthsimple Account Linking Method Update

  Closed Joccob 115 views 3 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
• 
  Marcus accounts missing after opening CDs

  Closed mjs560 372 views 6 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts
• 
  Freedom Mortgage Showing $0 Balance

  Closed BlurrVT 131 views 9 comments 0 points Most recent by Coach Jon April 29Adding and Updating Accounts
• 
  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 32 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
• 
  USAA checking account erroneously showing zero balance in QBP

  Closed DryHeat 12 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
• 
  Robinhood account showing incorrect balance (edited)

  Closed vak15 141 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
• 
  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 21 views 1 comment 0 points Most recent by SRC54 April 21Feedback
• 
  Fix past balance on loan account?

  Answered ✓ Closed trewbux 61 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
• 
  0

  Up Down
  Option to hide the update frequency icon in accounts (edited)

  Active Stu B 11 views 0 comments 0 points Started by Stu B April 20 Feature Requests
• 
  Hide Max Update Interval Icon in "Accounts" list?

  Answered ✓ Closed Stu B 11 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
• 
  Chase Bank Checking classified as Investment Account

  Closed JAXmultiplat 41 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
• 
  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback
• 
  1

  Up
  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 33 views 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller
• 
  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 1.9K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
• 
  US Bank Investments (US Bancorp Advisors)

  Closed sidewalkboots 81 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts
• 
  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Closed Simplera 304 views 19 comments 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
• 
  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Closed Andre Cheply 213 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
• 
  7
  Add a "Cash" Account Type (edited)

  Completed Closed RobWilk 191 views 4 comments 7 points Most recent by EL1234 April 6Feature Requests