Accounts

Discussion List

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  AMEX High Yield saving account balance is 0

  Closed cerebroso 23 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 45 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 70 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 90 views 15 comments 0 points Most recent by FBOL June 11Troubleshooting
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  Merrill Lynch returning FDP-106 error

  Closed jbardrof 42 views 7 comments 0 points Most recent by Coach Jon June 11Adding and Updating Accounts
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  AMEX High Yield Savings No Longer Syncing/Detected

  Closed rmarcus88 66 views 1 comment 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Fidelity CMA Account gets added as an investment account (edited)

  Closed Grenae0924 231 views 14 comments 1 point Most recent by SRC54 June 7Adding and Updating Accounts
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  Merged: Remember expanded/collapsed state of Accounts List, Transactions, & other elements

  Closed Sstrico 521 views 0 comments 66 points Most recent by Dick_Davis June 6Feature Requests
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 165 views 6 comments 13 points Most recent by Dick_Davis June 6Feature Requests
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  Merged: Robinhood brokerage cash duplication

  Closed rmquick25 1 view 0 comments 0 points Started by rmquick25 June 6 Adding and Updating Accounts
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  Mortgage Account has a $0 balance (edited)

  Closed ThisIsTiresome 80 views 7 comments 0 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment

  Closed ndurand 195 views 3 comments 2 points Most recent by Coach Natalie June 5Adding and Updating Accounts
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  Union Bank & Trust (NE) returning FDP-103 error in Quicken Simplifi

  Closed A P 21 views 4 comments 0 points Most recent by Coach Natalie June 4Adding and Updating Accounts
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  Account list in Settings no longer alphabetically ordered (edited)

  Closed ejs 171 views 26 comments 0 points Most recent by Coach Jon June 3Report a Bug
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  Cedar Rapids Bank & Trust FDP-101 error (edited)

  Closed Knowsley 3 views 1 comment 0 points Most recent by Coach Natalie June 3Adding and Updating Accounts
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  Adjusting for a Real Estate Sale

  Answered ✓ Closed Dognose 37 views 2 comments 0 points Most recent by DryHeat June 3Managing Your Transactions
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  New Coinbase OAuth connection only has 1 account

  Closed System 98 views 9 comments 0 points Most recent by Coach Natalie June 2Adding and Updating Accounts
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  Settings>Accounts: Sort the 'Manual Accounts' section with open accounts first (edited)

  Active ejs 1 view 0 comments 1 point Started by ejs May 31 Feature Requests
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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 60 views 3 comments 2 points Most recent by thunderstorm May 23Report Missing Financial Institution
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  Manual Account Balances Don't Update

  Closed Christaaay 90 views 10 comments 0 points Most recent by Christaaay May 20Troubleshooting
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  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-103)

  Closed MandM 117 views 30 comments 0 points Most recent by Coach Jon May 20Adding and Updating Accounts
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  Add ExxonMobil Citi card

  Closed Rasadu 16 views 1 comment 1 point Most recent by Coach Kristina May 18Adding and Updating Accounts
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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Started by Mankow May 18 Feature Requests
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 45 views 2 comments 13 points Most recent by Mankow May 18Feature Requests