Accounts

Discussion List

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  Fidelity CMA Account gets added as an investment account (edited)

  Closed Grenae0924 222 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 163 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 72 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 188 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 33 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 97 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 57 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 86 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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  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
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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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  Merged: Connect to tractor supply Citi card

  Closed JBThe@rchitech 1 view 0 comments 1 point Started by JBThe@rchitech May 17 Feature Requests
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  Add the ability to hide *ANY* account

  Active RobWilk 1.3K views 37 comments 73 points Most recent by dlezama May 17Feature Requests
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  Cannot connect UBS Online Services / wrong URL

  Closed gold3 52 views 1 comment 0 points Most recent by Coach Jon May 15Adding and Updating Accounts
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  Robinhood managed IRA accounts supported?

  Closed fullmetalomelette 93 views 9 comments 0 points Most recent by fullmetalomelette May 15Adding and Updating Accounts
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  Lost Connectivity to one of my Schwab accounts

  Closed SLiang 157 views 13 comments 1 point Most recent by pgiralt May 14Adding and Updating Accounts
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  Why Are Account Roll-Up Totals Incorrect? (edited)

  Closed BobThings 63 views 5 comments 0 points Most recent by Coach Jon May 9Investments
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  Macys account reporting balance incorrectly.

  Closed FutureEye 15 views 2 comments 0 points Most recent by FutureEye May 8Adding and Updating Accounts
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  "Account needs attention" alerts for closed accounts

  Closed ejs 62 views 8 comments 0 points Most recent by Coach Natalie May 8Report a Bug
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  Unable to add PNC Bank Investment Accounts (edited)

  Closed aef 252 views 23 comments 1 point Most recent by Brotatochip622 May 5Adding and Updating Accounts
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  Supporting Neo Financial Bank Canada

  Active Sourabh 111 views 4 comments 2 points Most recent by Money27361963 May 5Report Missing Financial Institution
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  I have two credit cards with Cap One and they are both reading from just one of the accounts.

  Answered ✓ Closed cvd 15 views 2 comments 0 points Most recent by Coach Kristina May 4Adding and Updating Accounts