Accounts

Discussion List

• 
  1

  Up
  Northern Communities Credit Union, Duluth, MN

  Active GPlanting 5 views 0 comments 1 point Started by GPlanting May 1 Report Missing Financial Institution
• 
  Robinhood Account giving FDP-102 error (edited)

  Closed RajOnTrack 107 views 8 comments 2 points Most recent by Coach Natalie April 30Adding and Updating Accounts
• 
  20

  Up Down
  Make the Accounts List easier to read (edited)

  Active asjss1186 332 views 18 comments 20 points Most recent by RobWilk April 29Feature Requests
• 
  Chase connection

  Closed degroove 89 views 3 comments 0 points Most recent by RobWilk April 28Adding and Updating Accounts
• 
  Persistent MFA with Slavic401k (edited)

  Closed Scooter123 47 views 3 comments 0 points Most recent by Coach Jon April 26Adding and Updating Accounts
• 
  Merged: Improve the readability of the Account List

  maggs813 1 view 0 comments 2 points Started by maggs813 April 26 Feature Requests
• 
  How to best caption spending patterns/habits for jointly held accounts and individual ones

  Answered ✓ Closed Skisox9 68 views 1 comment 0 points Most recent by Coach Jon April 25Getting Started
• 
  Fails to connect to cfnc.org - North Carolina 529 accounts

  Closed capitalheel 88 views 1 comment 0 points Most recent by Coach Jon April 24Adding and Updating Accounts
• 
  1

  Up
  Supporting Neo Financial Bank Canada

  Active Sourabh 48 views 1 comment 1 point Most recent by Coach Jon April 24Report Missing Financial Institution
• 
  Ubs online services has wrong login address

  Closed krusty0001 90 views 7 comments 1 point Most recent by krusty0001 April 23Adding and Updating Accounts
• 
  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 126 views 9 comments 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
• 
  Unable to add "Employee Retirement Plan - Cash Balance" Vanguard account (edited)

  Closed Neubadger 96 views 5 comments 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
• 
  Account connect issue

  Closed ChrisOcean 58 views 1 comment 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
• 
  1

  Up
  Benefits Consulting Group Retirement Accounts

  Active atxtonyc 14 views 1 comment 1 point Most recent by Coach Jon April 19Report Missing Financial Institution
• 
  Connecting a Schwab 529 Account

  Closed esender 97 views 5 comments 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
• 
  Not able to sync my Chase accounts (edited)

  Closed PAW 38 views 1 comment 0 points Most recent by Coach Jon April 18Troubleshooting
• 
  Account balance calculation

  Closed bmacd615 16 views 1 comment 0 points Most recent by Coach Jon April 16Troubleshooting
• 
  Want to start using the program again

  Closed Fireboss 37 views 2 comments 0 points Most recent by Coach Jon April 16Troubleshooting
• 
  Wife died, need simple method of budgeting moving forward.

  Closed LarryG 52 views 1 comment 1 point Most recent by Coach Jon April 15Introduce yourself!
• 
  SoFi Vault transactions shown under wrong account

  Closed simpli_struggle 84 views 3 comments 0 points Most recent by Coach Jon April 15Managing Your Transactions
• 
  0

  Up Down
  Convert downloaded transactions to manual transactions when making an account manual (edited)

  Active muel87 56 views 2 comments 0 points Most recent by muel87 April 15Feature Requests
• 
  How do I specify a balance for manual account? There is no field to enter the balance.

  Answered ✓ Closed Kark 132 views 5 comments 0 points Most recent by Kark April 14Adding and Updating Accounts
• 
  Toggle Option to Hide Active Accounts from Sidebar

  Closed TX_Hefe 33 views 1 comment 0 points Most recent by Coach Kristina April 14Feedback
• 
  1

  Up
  National Bank Independent Network is missing

  Active Newtvfanatic 40 views 2 comments 1 point Most recent by Newtvfanatic April 14Report Missing Financial Institution
• 
  Option to Add a Manual Account is Missing on Windows 11 Laptop (edited)

  Closed Flopbot 34 views 4 comments 0 points Most recent by Coach Jon April 12Report a Bug
• 
  sort Account subtypes in Banking

  Answered ✓ Closed username3 48 views 2 comments 0 points Most recent by username3 April 12Feedback
• 
  Adding a new account type

  Answered ✓ Closed strngr12 38 views 1 comment 0 points Most recent by UrsulaA April 11Getting Started
• 
  Incorrect balance after converting Kohls account to manual

  Closed System 31 views 5 comments 0 points Most recent by EL1234 April 10Troubleshooting
• 
  28

  Up Down
  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.1K views 11 comments 28 points Most recent by Candice318 April 9Feature Requests
• 
  Missing Banking Institution - AllSouth Federal Credit Union (edited)

  Closed Kacey Walsh 37 views 1 comment 1 point Most recent by Coach Jon April 8Adding and Updating Accounts