Accounts

Discussion List

• 
  PHH Mortgage $0 Loan Balance (edited)

  Duke0486 107 views 20 comments 0 points Most recent by Coach Jon 5:44PMAdding and Updating Accounts
• 
  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  mthoman1 6 views 0 comments 0 points Started by mthoman1 4:04PM Adding and Updating Accounts
• 
  175

  Up Down
  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.5K views 71 comments 175 points Most recent by TiggerTrainer November 11Feature Requests
• 
  72

  Up Down
  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 672 views 34 comments 72 points Most recent by TiggerTrainer November 11Feature Requests
• 
  Some Amex accounts are not being discovered

  System 15 views 4 comments 0 points Most recent by Coach Jon November 11Adding and Updating Accounts
• 
  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.4K views 3 comments 9 points Most recent by Coach Jon November 11Current Online Banking Issues
• 
  Account list in Settings no longer alphabetically ordered (again)

  ejs 49 views 8 comments 1 point Most recent by SRC54 November 10Report a Bug
• 
  Amex HYS $0 Balance (edited)

  quickdave 39 views 6 comments 0 points Most recent by Coach Jon November 10Adding and Updating Accounts
• 
  66

  Up Down
  Ability to Reopen Closed Accounts (edited)

  Active SZR 922 views 26 comments 66 points Most recent by J_M_F November 6Feature Requests
• 
  Gemini account not linking credit card

  GF-2025 640 views 55 comments 6 points Most recent by GF-2025 November 5Adding and Updating Accounts
• 
  Refund Reminder Card Displays on All Accounts

  Charles Collins 107 views 13 comments 0 points Most recent by SRC54 November 5Report a Bug
• 
  Citi Shop Your Way Migration Broken

  Mike472782 59 views 11 comments 1 point Most recent by Coach Natalie November 4Adding and Updating Accounts
• 
  2

  Up Down
  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 13 views 0 comments 2 points Started by RobWilk November 4 Feature Requests
• 
  Transaction registers: we'd love your input

  Announcement Quicken Kirby 705 views 24 comments 0 points Most recent by Coach Natalie November 3Feedback
• 
  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  y0xn9xds 17 views 3 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
• 
  PayPal - Missing Credit Account (edited)

  Monizrr 1.8K views 71 comments 3 points Most recent by Coach Natalie November 3Adding and Updating Accounts
• 
  Incorrect $0 balance for PayPal

  System 368 views 22 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
• 
  I am frustrated with this product

  dmherm 36 views 5 comments 0 points Most recent by SRC54 November 3Feedback
• 
  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ M0neyM@n 25 views 1 comment 0 points Most recent by SRC54 November 2Getting Started
• 
  199

  Up Down
  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.6K views 57 comments 199 points Most recent by modtx November 1Feature Requests
• 
  Morgan Stanley Line of Credit Always Shows Zero Balance

  SashaMike 235 views 33 comments 0 points Most recent by smuzumdar October 30Adding and Updating Accounts
• 
  Coinbase Credit Card

  iakoubtchik 52 views 7 comments 1 point Most recent by Coach Jon October 29Adding and Updating Accounts
• 
  Not all fidelity accounts are able to be connected

  CZC 25 views 3 comments 0 points Most recent by Coach Jon October 29Adding and Updating Accounts
• 
  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ gern 24 views 2 comments 0 points Most recent by DryHeat October 29Managing Your Transactions
• 
  Merged: Spending plan per account

  Closed ternthefern 11 views 0 comments 1 point Most recent by DryHeat October 26Feature Requests
• 
  Manual Vehicle asset value changed to negative value

  MikeZ 36 views 7 comments 0 points Most recent by MikeZ October 25Adding and Updating Accounts
• 
  "You have already added all your accounts" message with Amex

  System 63 views 17 comments 0 points Most recent by SRC54 October 24Adding and Updating Accounts
• 
  Empower cash accounts show a $0 balance (edited)

  joda2021 128 views 23 comments 0 points Most recent by Coach Natalie October 23Adding and Updating Accounts
• 
  HealthEquity HSA Investment Account no longer updates, cannot add

  briany 1K views 33 comments 1 point Most recent by Coach Jon October 21Adding and Updating Accounts
• 
  HSA Bank Investment Account Not Showing Up To Add

  timwmson 850 views 53 comments 0 points Most recent by Coach Jon October 20Adding and Updating Accounts