Accounts

Discussion List

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  Pending side of transfer does not subtract from balance with pending checked

  Closed RickS 38 views 1 comment 0 points Most recent by Coach Jon June 5Troubleshooting
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  Ability to hide closed accounts in Settings > Accounts (edited)

  Active FutureEye 139 views 3 comments 3 points Most recent by Coach Jon June 5Feature Requests
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  118

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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.4K views 23 comments 118 points Most recent by FutureEye June 4Feature Requests
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  32
  Running Balance Column [edited] (3 Merged Votes)

  Declined Closed myf 2.3K views 67 comments 32 points Most recent by andre98 June 3Feature Requests
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 2.8K views 59 comments 216 points Most recent by swterry91 May 30Feature Requests
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  12

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  Functionality to track Insurance Policies

  Active Skyfox675 340 views 5 comments 12 points Most recent by eremole May 29Feature Requests
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  14

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  Add 457b Retirement Account Type (edited)

  Active Domino82 242 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests
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  Chart is not updating to reflect transactions in manual asset account (edited)

  Closed cyberstackn 120 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  HSA as Investment Account Type

  Closed npalumbo58 46 views 1 comment 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts
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  Account Reconciliation Mandatory for Planning

  Closed Ron Goldfuss 40 views 1 comment 0 points Most recent by Coach Laura May 24Feedback
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  Closed neon45 734 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 86 views 2 comments 7 points Most recent by SRC54 May 23Feature Requests
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  Robinhood - Savings accounts don't show up (edited)

  Closed simplira 648 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  Closed hatzberg 82 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Remove old accounts from view

  Closed djswizzz 27 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 178 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Credit Card Interest Details

  Closed SRC54 49 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 831 views 4 comments 5 points Most recent by Coach Natalie May 15Updates From the Product Team
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  Missing CD accounts with ETrade

  Closed kimjady 89 views 4 comments 0 points Most recent by gfestian May 14Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (again)

  Closed ejs 406 views 23 comments 1 point Most recent by ejs May 14Report a Bug
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  Cannot add new CITBank account - FDP-102 (edited)

  Closed Chuckz 55 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Merrill Lynch investment accounts showing up twice (edited)

  Closed Mlcarlson1205 31 views 1 comment 0 points Most recent by Coach Jon May 13Adding and Updating Accounts
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  Credit Card Details: Share your feedback here!

  Closed System 1K views 70 comments 0 points Most recent by Coach Natalie May 12Feedback
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  connecting multiple accounts from the same financial institution - MassMutual (edited)

  Closed Altdata 59 views 2 comments 1 point Most recent by Coach Jon May 8Adding and Updating Accounts
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  11
  Ability to hide account balances in the Accounts List (edited)

  Completed Closed Tbone 391 views 10 comments 11 points Most recent by Coach Natalie May 7Feature Requests
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  Should I add all investment and other accounts for both me and my husband? (edited)

  Answered ✓ Closed Debtfree2025$ 112 views 2 comments 0 points Most recent by SRC54 May 7Adding and Updating Accounts
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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 248 views 6 comments 23 points Most recent by R C May 6Feature Requests