Accounts

Discussion List

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  7
  Add a "Cash" Account Type (edited)

  Completed Closed RobWilk 187 views 4 comments 7 points Most recent by EL1234 April 6Feature Requests
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  Acorns Emergency Fund HYS Account Not Appearing (edited)

  jtmonroe 131 views 5 comments 0 points Most recent by Coach Natalie April 2Adding and Updating Accounts
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  1

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  Privacy Mode: Ability to hide just net worth from the Accounts List (edited)

  cbear749 37 views 1 comment 1 point Most recent by EL1234 March 31Feature Requests
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  No balance or transaction updates since friday (edited)

  Closed Dr Gene 12 views 1 comment 0 points Most recent by Coach Jon March 30Adding and Updating Accounts
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  Quicken Will Not Change to "Bank Balance"

  Closed bccoleman 33 views 1 comment 0 points Most recent by DryHeat March 30Troubleshooting
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  4

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  Add the bank's URL in manual accounts for easy navigation to their websites (edited)

  jlcouch63 82 views 3 comments 4 points Most recent by Coach Kristina March 29Feature Requests
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  Adding a Chard Snyder (FSA) credit card account

  Closed foster13 14 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Adding a Target Circle Card credit card account

  Closed foster13 59 views 3 comments 0 points Most recent by Coach Kristina March 28Adding and Updating Accounts
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  Show a last sync day/time for all accounts in the Accounts List (edited)

  Active EL1234 103 views 12 comments 0 points Most recent by DryHeat March 28Feature Requests
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  How to use shared account (Husband & Wife), yet exclude certain information like gifts?

  Answered ✓ Closed KDC1996 300 views 4 comments 0 points Most recent by KDC1996 March 28Using Space Sharing
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  Merged: Balance Discrepancy when Global Setting is Different from Account Setting

  Closed RhineyII 1 view 0 comments 0 points Started by RhineyII March 27 Report a Bug
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  Manual Account showing negative balance

  Closed mbalducci 140 views 11 comments 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  Corrupted accounts after update (edited)

  Closed JXXS 79 views 1 comment 0 points Most recent by Coach Jon March 26Troubleshooting
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  Balance Types Have Changed Depending on Account Type

  Closed SRC54 42 views 3 comments 0 points Most recent by EL1234 March 26Feedback
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  REI Mastercard (Capital One) not showing credit limit, available credit

  Closed DryHeat 91 views 7 comments 0 points Most recent by Coach Matthew March 24Feedback
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  CareCredit/Synchrony: Credit limit not properly reflected

  Closed RobWilk 34 views 4 comments 0 points Most recent by RobWilk March 24Troubleshooting
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  Closed jonoruss 593 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
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  Merged: Bank Of America Processing/Pending Transactions

  Closed LukeNM 21 views 0 comments 0 points Most recent by DryHeat March 23Adding and Updating Accounts
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  89

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

  Active seascorpio82 1.3K views 49 comments 89 points Most recent by KB2014 March 20Feature Requests
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  7

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  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 38 views 2 comments 7 points Most recent by BudgetTracker March 19Feature Requests
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  Manual Bank accounts show $0 in reports

  Closed cb611927 32 views 1 comment 0 points Most recent by SRC54 March 19Troubleshooting
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  Manual asset market value linked to account creation and not "Opening Balance" date (edited)

  Closed ryanoldja 43 views 1 comment 0 points Most recent by Coach Jon March 18Troubleshooting
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  HSA Bank - Still unable to add HSA Invest Account

  Closed System 253 views 13 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Suggestions - collapsing categories, & narrow screen [Edited]

  Closed TanyaL 68 views 8 comments 1 point Most recent by SRC54 March 16Feedback
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  Manual Real Estate Accounts Historical Data

  Closed ericksonjb 52 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
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  How to manage unvested RSUs in Schwab

  Answered ✓ Closed MarineMan72 47 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  ONGOING 3/11/26: American Express - $0 Balance

  Coach Natalie 125 views 1 comment 0 points Most recent by Coach Natalie March 11Current Online Banking Issues
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  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  Closed lynchbro 39 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
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  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  Closed katfct 38 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting