Discussion List

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  Tracking Manual Accounts and Investments

  Question Jamessmck 3 views 0 comments 0 points Started by Jamessmck 3:39AM Investments
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  Please add OpenBank by Santander

  Active StephenB 347 views 18 comments 19 points Most recent by DFF 12:42AMReport Missing Financial Institution
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 578 views 30 comments 63 points Most recent by KB2014 April 11Feature Requests
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  Orphan Accounts?

  Answered Mortimer Duke 61 views 16 comments 0 points Most recent by Coach Jon April 11Adding and Updating Accounts
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  Make the Accounts List easier to read (edited)

  Active asjss1186 373 views 21 comments 22 points Most recent by lowcloud April 10Feature Requests
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 141 views 5 comments 9 points Most recent by Gawesome April 10Feature Requests
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  Change the account connection error symbol back to a cloud icon (edited)

  Duke0486 58 views 7 comments 2 points Most recent by Coach Jon April 10Feedback
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  Simplifi will not connect to USAA

  TerriHoward 11 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

  Jozsef52 12 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.

  Mortimer Duke 17 views 1 comment 0 points Most recent by Coach Jon April 8Adding and Updating Accounts
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  Unable to add PNC Bank Investment Accounts (edited)

  aef 219 views 21 comments 1 point Most recent by Coach Natalie April 8Adding and Updating Accounts
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 810 views 23 comments 60 points Most recent by RobWilk April 8Feature Requests
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  67

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  Add the ability to hide *ANY* account

  Active RobWilk 1.2K views 36 comments 67 points Most recent by RobWilk April 8Feature Requests
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  FourLeaf: Balance (with Pending) is not right

  RobWilk 20 views 4 comments 0 points Most recent by Coach Jon April 7Adding and Updating Accounts
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  How are we supposed to add a spouses accounts to Quicken - in particular an Apple Card?

  Answered ✓ Edmondg1 17 views 1 comment 0 points Most recent by Coach Kristina April 6Feedback
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  Unable to Connect to Barclays Bank Delaware

  Mortimer Duke 34 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 3 views 0 comments 0 points Started by MtnCreed April 6 Report a Bug
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  15
  Automatic Car Value Tracking

  Planned barryh 3.3K views 67 comments 15 points Most recent by UrsulaA April 5Feature Requests
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  John Hancock 529

  Slater007 7 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

  SRC54 46 views 11 comments 0 points Most recent by SRC54 April 4Adding and Updating Accounts
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  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 32 views 5 comments 1 point Most recent by Coach Jon April 4Feature Requests
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  Cedar Rapids Bank and Trust Account needs attention (Care code: FDP-101)

  MandM 14 views 3 comments 0 points Most recent by Coach Jon April 4Adding and Updating Accounts
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  How should I track payables/reimbursements?

  Answered ✓ jemenake 24 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 ✓ JimEoff 15 views 2 comments 0 points Most recent by JimEoff April 2Adding and Updating Accounts
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  M1 Finance Not showing Money Market account when Syncing

  gms 406 views 30 comments 1 point Most recent by DisappointedCustomer April 2Adding and Updating Accounts
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  The Community Meetup - April 2025 Edition

  Announcement Coach Natalie 187 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 5 views 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

  DavidB 35 views 2 comments 0 points Most recent by DavidB March 30Troubleshooting
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  Liabilites - personal loan not updating balance

  LaurieS 17 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

  kampdog 10 views 3 comments 0 points Most recent by Coach Kristina March 30Adding and Updating Accounts