Accounts

Unable to connect to Fort Financial Credit Union due to FDP-155 error (edited)

Closed RainBoy301 64 views 7 comments 0 points Most recent by RainBoy301 July 3Adding and Updating Accounts

Merged: Optum Financial FDP-106 Connection failing

LakGoy 17 views 0 comments 0 points Started by LakGoy July 2 Adding and Updating Accounts

159

Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

In Review RSKadish 1.3K views 49 comments 159 points Most recent by J3tSk!3 June 30Feature Requests

Why are assets always negative

Answered ✓ Closed Marcin 65 views 4 comments 0 points Most recent by Thisissweet June 27Troubleshooting

Ability to hide balances and customized the account page

Closed jorcorde 25 views 1 comment 2 points Most recent by Coach Natalie June 26Feedback

Merged: Connect and categorize transactions from major online retailers (ex. Amazon)

Braidedscull 3 views 0 comments 1 point Started by Braidedscull June 25 Feature Requests

I do not see all of my monthly income. It is split between two accounts...can't figure a fix for it

Closed TAG58 38 views 5 comments 0 points Most recent by Dan6912 June 25Adding and Updating Accounts

MFA Issue with Forbright bank

Closed pcplatz 229 views 16 comments 0 points Most recent by Coach Jon June 24Adding and Updating Accounts

Wells Fargo Credit Card showing zero balance

Closed nrp06 102 views 8 comments 0 points Most recent by Coach Jon June 21Adding and Updating Accounts

Closed accounts show [in the Accounts List] and total is not cleared

Closed J.A.W. 21 views 1 comment 0 points Most recent by Coach Jon June 21Report a Bug

Optum Financial (Previously ConnectYourCare) not connecting - Error FDP-102 / FDP-106 (edited)

Closed nakada 727 views 43 comments 0 points Most recent by arvind June 20Adding and Updating Accounts

Exclude transactions in Spending Plan by Account

Closed jeff0001 17 views 1 comment 1 point Most recent by Coach Natalie June 19Feedback

Issue with Kohls returning a FDP-155

Closed mnox 133 views 10 comments 0 points Most recent by Coach Natalie June 18Adding and Updating Accounts

Manual Savings Account Incorrect Balance

Closed Robinthemike 164 views 26 comments 0 points Most recent by Robinthemike June 18Report a Bug

Can't see chase credit cards from two different accounts at once

Answered ✓ Closed nfgreen 122 views 4 comments 0 points Most recent by nfgreen June 18Adding and Updating Accounts

Account Auto-Refresh Not Happening on Login?

Closed Hackstar18 447 views 19 comments 0 points Most recent by Coach Natalie June 17Troubleshooting

63

Separate column for check number

Completed Closed bowgy4 1.7K views 39 comments 63 points Most recent by bowgy4 June 16Feature Requests

Incorrect balance in Simplifi (edited)

Closed sunflowermom 54 views 4 comments 0 points Most recent by Flopbot June 15Adding and Updating Accounts

Manual Transaction Not Working to Change Manual Account Balance (edited)

Closed SJ52 42 views 1 comment 0 points Most recent by Coach Jon June 14Troubleshooting

Re-arrange Accounts List (edited)

Answered ✓ Closed SJ52 36 views 1 comment 0 points Most recent by Coach Natalie June 14Feedback

When will Charles Schwab Employee Benefit Accounts connection come back?

Answered ✓ Closed evenfurthermore 41 views 1 comment 0 points Most recent by Coach Jon June 13Adding and Updating Accounts

Ameritas Retirement balance disappeared

Closed Ant-Money 42 views 6 comments 0 points Most recent by Ant-Money June 13Adding and Updating Accounts

Can't connect to my banks...

Closed Solringer 83 views 1 comment 0 points Most recent by Coach Jon June 11Adding and Updating Accounts

Merged: Notes & Fee and Other Info for Accounts

LakGoy 8 views 0 comments 3 points Started by LakGoy June 11 Feature Requests

4

Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

Active RTK 34 views 2 comments 4 points Most recent by Coach Natalie June 10Feature Requests

Stifel balance issues continued

Closed fredct 61 views 2 comments 0 points Most recent by fredct June 10Adding and Updating Accounts

Best Practice way of Adding and Tracking HSA

Closed tribexx 123 views 2 comments 0 points Most recent by Coach Natalie June 10Adding and Updating Accounts

1

Please add an investment account type for Donor Advised Funds (DAF)

Active RTK 16 views 1 comment 1 point Most recent by Coach Natalie June 10Feature Requests

Unable to add Robinhood Spending/Checking Account

Closed ts8 482 views 17 comments 0 points Most recent by ts8 June 10Adding and Updating Accounts

Merged: workaround for 2FA accounts? sync on demand or on schedule

pixel 10 views 0 comments 3 points Started by pixel June 9 Feature Requests

Accounts

Discussion List