Accounts

Discussion List

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  How do I switch Venmo account from manual?

  Closed Clarity!sGoal1 61 views 2 comments 0 points Most recent by DryHeat May 6Adding and Updating Accounts
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  PayPal Cashback World Mastercard not updating transactions or balance since 3/27 (edited)

  Closed annikalily 461 views 7 comments 0 points Most recent by Devlpr May 5Adding and Updating Accounts
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  Wealthsimple Account Linking Method Update

  Closed Joccob 181 views 3 comments 0 points Most recent by Coach Natalie May 5Adding and Updating Accounts
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  Marcus accounts missing after opening CDs

  Closed mjs560 433 views 6 comments 0 points Most recent by Coach Natalie April 30Adding and Updating Accounts
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  Freedom Mortgage Showing $0 Balance

  Closed BlurrVT 160 views 9 comments 0 points Most recent by Coach Jon April 29Adding and Updating Accounts
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  Keeping track of one category of payments

  Answered ✓ Closed grandmaSB 41 views 2 comments 0 points Most recent by grandmaSB April 24Managing Your Transactions
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  USAA checking account erroneously showing zero balance in QBP

  Closed DryHeat 24 views 1 comment 0 points Most recent by DryHeat April 23Adding and Updating Accounts
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  Robinhood account showing incorrect balance (edited)

  Closed vak15 179 views 3 comments 0 points Most recent by Coach Jon April 22Adding and Updating Accounts
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  Feedback on projected balance, entering transactions, and reconciling (edited)

  Answered ✓ Closed Walter.louro 31 views 1 comment 0 points Most recent by SRC54 April 21Feedback
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  Fix past balance on loan account?

  Answered ✓ Closed trewbux 78 views 4 comments 1 point Most recent by trewbux April 20Adding and Updating Accounts
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  Option to hide the update frequency icon in accounts (edited)

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

  Answered ✓ Closed Stu B 24 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Chase Bank Checking classified as Investment Account

  Closed JAXmultiplat 50 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
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  Merged: Credit Card Details: Share your feedback here!

  Closed Coach Natalie 1.8K views 0 comments 1 point Most recent by JanB April 18Feedback
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  California ScholarShare 529 - Aggregator URL

  Active SimpliRy 47 views 0 comments 1 point Started by SimpliRy April 17 Report Missing Financial Institution or Biller
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  Connected account balances not updating with pending transactions (edited)

  Closed someotherderek 2.2K views 100 comments 3 points Most recent by Vlad2277 April 15Adding and Updating Accounts
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  US Bank Investments (US Bancorp Advisors)

  Closed sidewalkboots 95 views 3 comments 0 points Most recent by Coach Natalie April 13Adding and Updating Accounts
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Closed Simplera 388 views 19 comments 0 points Most recent by Coach Jon April 10Adding and Updating Accounts
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  How do you reconcile the bank statement with opening and ending balances ?

  Answered ✓ Closed Andre Cheply 258 views 5 comments 0 points Most recent by SRC54 April 9Managing Your Transactions
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  Add a "Cash" Account Type (edited)

  Completed Closed RobWilk 210 views 4 comments 7 points Most recent by EL1234 April 6Feature Requests
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  Privacy Mode: Ability to hide just net worth from the Accounts List (edited)

  Active cbear749 60 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 17 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 71 views 1 comment 0 points Most recent by DryHeat March 30Troubleshooting
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  Add the bank's URL in manual accounts for easy navigation to their websites (edited)

  Active jlcouch63 135 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 33 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 100 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 191 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 480 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