Accounts

Discussion List

• 
  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  lynchbro 19 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
• 
  Connected account balances not updating with pending transactions (edited)

  someotherderek 660 views 89 comments 3 points Most recent by Vlad2277 March 9Adding and Updating Accounts
• 
  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  katfct 14 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting
• 
  Marcus accounts missing after opening CDs

  mjs560 63 views 4 comments 0 points Most recent by Blackbird March 7Adding and Updating Accounts
• 
  manual accounts still showing zero balance

  sb87623 73 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
• 
  PayPal - Missing Credit Account (edited)

  Monizrr 2.1K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  Incorrect $0 balance for PayPal

  System 434 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts

  Announcement Coach Natalie 158 views 0 comments 0 points Started by Coach Natalie March 5 Known Product Issues
• 
  79

  Up Down
  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 38 comments 79 points Most recent by ben510 March 5Feature Requests
• 
  "Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

  DRenee 16 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts
• 
  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  TaWa 125 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts
• 
  Please Add Account Reconciliation (edited)

  DDonnell 46 views 5 comments 0 points Most recent by SRC54 February 27Quicken Business & Personal Feedback
• 
  Freedom Mortgage Showing $0 Balance

  BlurrVT 40 views 8 comments 0 points Most recent by Coach Jon February 27Adding and Updating Accounts
• 
  Zero balance for manual liability account (edited)

  mizwhyt 32 views 11 comments 0 points Most recent by DryHeat February 27Troubleshooting
• 
  Transfers to Apple Savings account causes a balance discrepancy while pending (edited)

  darrylvoss 20 views 2 comments 0 points Most recent by SRC54 February 26Report a Bug
• 
  110

  Up Down
  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 554 views 56 comments 110 points Most recent by Regliner February 26Feature Requests
• 
  Merged: All Accounts on dashboard to default collapsed instead of expanded

  Closed Regliner 3 views 0 comments 1 point Started by Regliner February 26 Feature Requests
• 
  Account balances are still doubled (edited)

  garrettabel 83 views 12 comments 0 points Most recent by Coach Jon February 25Report a Bug for Quicken Business & Personal
• 
  Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

  pastchief8 24 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
• 
  NEW 2/25/26: American Express - $0 Balance

  Announcement Coach Natalie 51 views 0 comments 0 points Started by Coach Natalie February 25 Current Online Banking Issues
• 
  can't add Etrade Bank CD

  jterning 96 views 8 comments 0 points Most recent by Coach Jon February 24Adding and Updating Accounts
• 
  1

  Up Down
  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 24 views 2 comments 1 point Most recent by PWarrenB February 24Feature Requests
• 
  I have a manual account, Other Asset, that still shows a $0.00 balance

  System 6 views 2 comments 0 points Most recent by Coach Kristina February 22Report a Bug
• 
  58

  Up
  Please add OpenBank by Santander

  Active StephenB 1.3K views 57 comments 58 points Most recent by hleo February 20Report Missing Financial Institution or Biller
• 
  HSA Bank - Still unable to add HSA Invest Account

  System 64 views 11 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  Can we apply an exchange rate for an account?

  SROBERTS 17 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  Wealthsimple returning 0$ accounts with simplifi

  SROBERTS 22 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
• 
  HealthEquity HSA Investment Account Missing

  aqua 59 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
• 
  Missing Investment Account from Citibank (edited)

  Bill N 17 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts