Accounts

Discussion List

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  Etrade Bank accounts have transactions but not a balance

  Closed Qowieury 15 views 1 comment 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 17 views 1 comment 0 points Most recent by Coach Jon July 10Managing Your Transactions
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  Replace current investment acts with new investment acts that have full cash acct capabilities

  Closed RTK 30 views 3 comments 0 points Most recent by Coach Natalie July 8Feedback
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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 60 views 8 comments 12 points Most recent by DryHeat July 7Feature Requests
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  Merged: Fidelity Account Connection Issues

  Closed FBOL 31 views 0 comments 1 point Most recent by FBOL July 6Adding and Updating Accounts
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  Missing accounts with AIG Retirement - My Streetscape (edited)

  Closed rscotton 72 views 15 comments 0 points Most recent by rscotton July 3Adding and Updating Accounts
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  HealthEquity Savings Account Showing Zero Balance (edited)

  Closed FBOL 228 views 17 comments 1 point Most recent by BrandonG July 2Adding and Updating Accounts
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  Best Account Update Frequencies within Simplifi

  Answered ✓ Closed Dick_Davis 104 views 11 comments 0 points Most recent by SRC54 July 2Adding and Updating Accounts
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 25 views 1 comment 1 point Most recent by SRC54 July 2Adding and Updating Accounts
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  Merged: Is there a way to connect EquatePlus?

  Closed nmnmnmnmn 11 views 0 comments 1 point Most recent by nmnmnmnmn July 1Report Missing Financial Institution
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  How to Add YourMortgageOnline - Stockyards Bank

  Closed GoldOnTheCeiling 12 views 1 comment 1 point Most recent by Coach Jon June 30Adding and Updating Accounts
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  AllyBank Auto Loans FDP-103 error (edited)

  Closed countrycloudboy 11 views 3 comments 0 points Most recent by Coach Kristina June 29Adding and Updating Accounts
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  Merged: Support for https://www.getsequence.io/ & https://app.getsequence.io/login

  Closed jsmooth2004 1 view 0 comments 1 point Started by jsmooth2004 June 28 Report Missing Financial Institution
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  Ability to Exclude Transactions/Accounts From Watchlists separate from Reports (edited)

  Active TGP 134 views 12 comments 18 points Most recent by sausab June 28Feature Requests
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  Ability to rearrange accounts, catagories etc.

  Closed Mark23 21 views 3 comments 0 points Most recent by Mark23 June 27Troubleshooting
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  16
  Automatic Car Value Tracking

  In Progress barryh 3.9K views 81 comments 16 points Most recent by RobWilk June 27Feature Requests
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  What Type of Account is an Annuity Account

  Answered ✓ Closed Dick_Davis 38 views 3 comments 0 points Most recent by Dick_Davis June 27Adding and Updating Accounts
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  Bank Accounts Disconnected, Reconnections Advice Please

  Closed Dick_Davis 26 views 2 comments 0 points Most recent by Dick_Davis June 26Adding and Updating Accounts
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  AMEX High Yield saving account balance is 0

  Closed cerebroso 21 views 1 comment 0 points Most recent by Coach Jon June 25Adding and Updating Accounts
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  Merged: Health Equity $0 balance (edited)

  Closed BrandonG 1 view 0 comments 0 points Started by BrandonG June 25 General Troubleshooting
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  Manually updating investments while team resolves issues

  Answered ✓ Closed davidcwalls 34 views 2 comments 0 points Most recent by SRC54 June 22Investments
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  Merrill Lynch LMA loan account downloads as a positive number (edited)

  Closed Greg-n-Texas 11 views 2 comments 0 points Most recent by Greg-n-Texas June 19Adding and Updating Accounts
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  Ongoing issue with Wex connection - Care code: 169 (edited)

  Closed mdcooper88 27 views 2 comments 0 points Most recent by mdcooper88 June 17Adding and Updating Accounts
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  Morgan Stanley Checking Account Showing Up as a Brokerage

  Closed root62 44 views 7 comments 0 points Most recent by root62 June 16Adding and Updating Accounts
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  Link Manual Account to a Bank

  Answered ✓ Closed JFMAMJ 12 views 1 comment 1 point Most recent by SRC54 June 14Adding and Updating Accounts
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  Understanding Transactions – Credit Card, Checking, and Money Market Savings

  Closed Dick_Davis 69 views 10 comments 0 points Most recent by Dick_Davis June 13Managing Your Transactions
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  Incorrect Date Account Last Updated

  Closed FBOL 87 views 15 comments 0 points Most recent by FBOL June 11Troubleshooting
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  Merrill Lynch returning FDP-106 error

  Closed jbardrof 41 views 7 comments 0 points Most recent by Coach Jon June 11Adding and Updating Accounts
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 281 views 8 comments 21 points Most recent by fantasmic June 10Feature Requests
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  AMEX High Yield Savings No Longer Syncing/Detected

  Closed rmarcus88 55 views 1 comment 0 points Most recent by Coach Jon June 9Adding and Updating Accounts