Accounts

Discussion List

• 
  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 915 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
• 
  5

  Up Down
  Add an Account Type for Equity Accounts (edited)

  Active RASA 3 views 0 comments 5 points Most recent by RASA November 2025Feature Requests
• 
  Merged: Target Circle Credit Card Not Updating Transactions

  Closed TiggerTrainer 1 view 0 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  HealthEquity Saga side effects - manually updating transactions doesn't update value [Edited]

  Closed nrp06 34 views 3 comments 0 points Most recent by Coach Jon November 2025Investments
• 
  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 43 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  Closed mthoman1 41 views 3 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
• 
  2

  Up Down
  New Financial Institution - WorkSaveRetire

  Active budgetm8 1 view 0 comments 2 points Most recent by budgetm8 November 2025Feature Requests
• 
  Amex HYS $0 Balance (edited)

  Closed quickdave 159 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
• 
  Gemini account not linking credit card

  Closed GF-2025 1.3K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
• 
  Citi Shop Your Way Migration Broken

  Closed Mike472782 227 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  3

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

  Active RobWilk 14 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests
• 
  Transaction registers: we'd love your input

  Closed Quicken Kirby 817 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
• 
  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 48 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
• 
  I am frustrated with this product

  Closed dmherm 76 views 5 comments 0 points Most recent by SRC54 November 2025Feedback
• 
  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 94 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
• 
  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 703 views 33 comments 0 points Most recent by smuzumdar October 2025Adding and Updating Accounts
• 
  Coinbase Credit Card

  Closed iakoubtchik 283 views 7 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Not all fidelity accounts are able to be connected

  Closed CZC 47 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 180 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
• 
  Merged: Spending plan per account

  Closed ternthefern 11 views 0 comments 1 point Most recent by DryHeat October 2025Feature Requests
• 
  Manual Vehicle asset value changed to negative value

  Closed MikeZ 81 views 7 comments 0 points Most recent by MikeZ October 2025Adding and Updating Accounts
• 
  "You have already added all your accounts" message with Amex

  Closed System 120 views 17 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
• 
  Empower cash accounts show a $0 balance (edited)

  Closed joda2021 345 views 23 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
• 
  HealthEquity HSA Investment Account no longer updates, cannot add

  Closed briany 2.6K views 33 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 1.5K views 53 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 93 views 3 comments 0 points Most recent by RobWilk October 2025Getting Started
• 
  FDP-106 Space Coast Credit Union

  Closed Travis B. 103 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  5

  Up Down
  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 61 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
• 
  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 125 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts