Accounts

How to Edit Names of Accounts that Don't Seem to Accept Edit

Answered ✓ Closed JimEoff 25 views 2 comments 0 points Most recent by JimEoff April 2Adding and Updating Accounts

The Community Meetup - April 2025 Edition

Closed Coach Natalie 405 views 5 comments 1 point Most recent by SRC54 April 1

Merged: Please add Ford Motor 401k alight

Closed ds824 1 view 0 comments 1 point Started by ds824 April 1 Report Missing Financial Institution

Unable to make Target Red Card a manual account

Closed DavidB 37 views 2 comments 0 points Most recent by DavidB March 30Troubleshooting

Liabilites - personal loan not updating balance

Closed LaurieS 23 views 2 comments 0 points Most recent by LaurieS March 30Adding and Updating Accounts

Add accts, Having trouble loading my Carrington MTG acct

Closed kampdog 34 views 3 comments 0 points Most recent by Coach Kristina March 30Adding and Updating Accounts

Citi Personal Loan

Closed Vinorixus 52 views 4 comments 0 points Most recent by Vinorixus March 29Adding and Updating Accounts

Merged: Accounts List is difficult to read (edited)

Closed dan_s_c 21 views 0 comments 1 point Most recent by Coach Kristina March 29Feature Requests

Merrill Lynch: Data connection not seeing 2 of my accounts.

Closed MishaM 14 views 1 comment 0 points Most recent by Coach Jon March 26Adding and Updating Accounts

Merged: Ability to set transaction rules within individual accounts

Closed USAviator 1 view 0 comments 1 point Started by USAviator March 21 Feature Requests

Merged: Custom Accounts List (edited)

Closed MtnCreed 1 view 0 comments 1 point Started by MtnCreed March 19 Feature Requests

Oriental Bank (Puerto Rico) link not working

Closed Anthony Vega 80 views 11 comments 0 points Most recent by Coach Jon March 19Adding and Updating Accounts

Merged: $0 balance for HSA Bank account

Closed System 11 views 0 comments 0 points Most recent by dont March 18Adding and Updating Accounts

QBP - How best to track Personal payment to cover Business transactions?

Closed Flopbot 41 views 4 comments 0 points Most recent by Coach Kristina March 16General Troubleshooting

FDP-103 Error Barclays Online Banking

Closed Mortimer Duke 21 views 1 comment 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts

4

Give option to remove "Transfer Money" banner in accounts (edited)

Completed Closed Doug Hall 162 views 15 comments 4 points Most recent by dsfreddy March 15Feature Requests

Cash Available View

Closed JR13 135 views 11 comments 0 points Most recent by DryHeat March 14Projected Cash Flow

List of Future Financial Account Connections

Answered ✓ Closed Kevin Steinke 6 views 1 comment 0 points Most recent by Coach Jon March 13Adding and Updating Accounts

Do we have the ability to remove an account without removing the past transactions?

Answered ✓ Closed Springzy 86 views 6 comments 0 points Most recent by Springzy March 12Adding and Updating Accounts

Turn Off Projected Cash Flow Graph!!

Closed ptbrown811 15 views 1 comment 0 points Most recent by Coach Natalie March 12Feedback

Full SoFi Student Loan Balance Not Showing

Closed georgeb3 80 views 7 comments 1 point Most recent by ajwesseler March 12Adding and Updating Accounts

Chartway FCU connection error FDP-102

Closed rking_2002 152 views 18 comments 0 points Most recent by Coach Jon March 11Adding and Updating Accounts

Missing accounts with AIG Retirement

Closed System 75 views 16 comments 0 points Most recent by Coach Natalie March 10Adding and Updating Accounts

2

Please add People First Federal Credit Union

Active B_H 16 views 4 comments 2 points Most recent by B_H March 6Report Missing Financial Institution

Help with Valic/AIG/Corebridge

Closed N4KHQ 119 views 19 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts

4

Move the Interval Refresh Icon to the left of the account name (edited)

Completed Closed MWA 44 views 7 comments 4 points Most recent by Flopbot March 3Feature Requests

Thrift Savings Plan will not connect (long time issue) - FDP-102 (edited)

Closed User123484u 301 views 21 comments 0 points Most recent by Coach Kristina March 3Adding and Updating Accounts

Accounts

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