Accounts

Merged: Add a capability to duplicate a transaction

smitp111 3 views 0 comments 1 point Started by smitp111 August 23 Feature Requests

Credit card shows credit available instead of balance due (3 rivers)

Closed L McGregor 20 views 2 comments 0 points Most recent by L McGregor August 22Adding and Updating Accounts

Getting FDP-106 error when trying to add my UBS OneSource ACN account

Closed rlevine122 50 views 5 comments 0 points Most recent by Coach Jon August 19Adding and Updating Accounts

New Feature Alert: Apple Wallet Integration!

Closed Coach Natalie 1.8K views 1 comment 3 points Most recent by Coach Natalie August 19Updates From the Product Team

UW Credit Union FDP-102 (edited)

Closed Fred Volkman 199 views 17 comments 0 points Most recent by mr.fbrock August 14Adding and Updating Accounts

Is there a way to see the individual spending for an alternate card? (edited)

Closed ddbowers 28 views 4 comments 1 point Most recent by Coach Natalie August 14Adding and Updating Accounts

Add Cash Option to Manual Accounts

Closed Magarai 20 views 1 comment 1 point Most recent by Coach Jon August 13Adding and Updating Accounts

Add UMB Financial Card Services

Closed gmac 10 views 1 comment 1 point Most recent by Coach Jon August 6Adding and Updating Accounts

Manual Coign Visa Account out of balance

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

Transferred From Mint

Closed Marissa 40 views 3 comments 0 points Most recent by UrsulaA August 6Feedback

Carta/eShares - FDP-105 (edited)

Closed Arlo 38 views 1 comment 0 points Most recent by Coach Jon August 5Adding and Updating Accounts

AMEX High Yield Savings accounts not connecting (edited)

Closed dereckmezquita 10.3K views 190 comments 0 points Most recent by Boydston August 3Adding and Updating Accounts

9

Ability to hide account balances in the Accounts List (edited)

Active Tbone 107 views 9 comments 9 points Most recent by UrsulaA July 30Feature Requests

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

Issue with Workaround for Ongoing Fidelity Issues

Closed KB2014 72 views 0 comments 0 points Started by KB2014 July 27 Investments

Unable to resolve Chase Account "needs attention"

Closed lindsayla18 103 views 2 comments 0 points Most recent by lindsayla18 July 26Adding and Updating Accounts

Merged: Please add pension as an account type

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

58

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

Active Sstrico 501 views 25 comments 58 points Most recent by DK777 July 25Feature Requests

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

American Express Credit Cards can't connect, no option for American Express (Finicity)

Closed System 231 views 12 comments 0 points Most recent by Mercs July 16Adding and Updating Accounts

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

PayPal - Missing credit card account

Monizrr 1.4K views 60 comments 3 points Most recent by Coach Natalie July 16Adding and Updating Accounts

Wells Fargo not connecting

Closed Max1223 71 views 9 comments 0 points Most recent by Max1223 July 15Adding and Updating Accounts

Merged: Unable to add Paypal Credit accounts

System 15 views 0 comments 0 points Started by System July 15 Adding and Updating Accounts

Issues with Wells Fargo. Bilt card

Closed JG888 87 views 5 comments 0 points Most recent by Coach Kristina July 14Adding and Updating Accounts

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

Accounts

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