Accounts

Discussion List

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  24

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  Make the Accounts List easier to read (edited)

  Active asjss1186 414 views 21 comments 24 points Most recent by lowcloud April 10Feature Requests
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  Change the account connection error symbol back to a cloud icon (edited)

  Closed Duke0486 81 views 7 comments 2 points Most recent by Coach Jon April 10Feedback
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  Simplifi will not connect to USAA

  Closed TerriHoward 43 views 1 comment 0 points Most recent by Coach Natalie April 9Adding and Updating Accounts
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  my banc account is not updating transaction and also some credit card show on a zero balance

  Closed Jozsef52 22 views 1 comment 0 points Most recent by Coach Jon April 9Adding and Updating Accounts
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  Simplifi won't add all Fidelity accounts.

  Closed Mortimer Duke 24 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  FourLeaf: Balance (with Pending) is not right

  Closed RobWilk 27 views 4 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
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  Unable to Connect to Barclays Bank Delaware

  Closed Mortimer Duke 55 views 2 comments 0 points Most recent by PeteABC123 April 6Adding and Updating Accounts
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  Merged: Coinbase does not connect

  Closed MtnCreed 1 view 0 comments 0 points Started by MtnCreed April 6 Report a Bug
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  John Hancock 529

  Closed Slater007 12 views 1 comment 0 points Most recent by Coach Kristina April 5Adding and Updating Accounts
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  First US Bank (Alabama) is downloading incorrect current balance

  Closed SRC54 41 views 11 comments 0 points Most recent by SRC54 April 4Adding and Updating Accounts
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  2

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  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 38 views 5 comments 2 points Most recent by Coach Jon April 4Feature Requests
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  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 39 views 2 comments 0 points Most recent by jemenake April 3Getting Started
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  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
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  The Community Meetup - April 2025 Edition

  Closed Coach Natalie 405 views 5 comments 1 point Most recent by SRC54 April 1The Community Meetup Newsletter
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  Merged: Please add Ford Motor 401k alight

  Closed ds824 1 view 0 comments 1 point Started by ds824 April 1 Report Missing Financial Institution
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  Unable to make Target Red Card a manual account

  Closed DavidB 38 views 2 comments 0 points Most recent by DavidB March 30Troubleshooting
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  Liabilites - personal loan not updating balance

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

  Closed Vinorixus 53 views 4 comments 0 points Most recent by Vinorixus March 29Adding and Updating Accounts
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  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
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  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
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Started by USAviator March 21 Feature Requests
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  Merged: Custom Accounts List (edited)

  Closed MtnCreed 1 view 0 comments 1 point Started by MtnCreed March 19 Feature Requests
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  Oriental Bank (Puerto Rico) link not working

  Closed Anthony Vega 82 views 11 comments 0 points Most recent by Coach Jon March 19Adding and Updating Accounts
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  Merged: $0 balance for HSA Bank account

  Closed System 11 views 0 comments 0 points Most recent by dont March 18Adding and Updating Accounts
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  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
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  FDP-103 Error Barclays Online Banking

  Closed Mortimer Duke 22 views 1 comment 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
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  4
  Give option to remove "Transfer Money" banner in accounts (edited)

  Completed Closed Doug Hall 163 views 15 comments 4 points Most recent by dsfreddy March 15Feature Requests
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  Cash Available View

  Closed JR13 136 views 11 comments 0 points Most recent by DryHeat March 14Projected Cash Flow