Accounts

Discussion List

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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 41 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  Closed mthoman1 53 views 3 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  New Financial Institution - WorkSaveRetire

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

  Closed quickdave 181 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Gemini account not linking credit card

  Closed GF-2025 1.5K views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 283 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 12 views 0 comments 3 points Most recent by RobWilk November 2025Feature Requests
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 861 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 41 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  I am frustrated with this product

  Closed dmherm 82 views 5 comments 0 points Most recent by SRC54 November 2025Feedback
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  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 102 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
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  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 822 views 33 comments 0 points Most recent by smuzumdar October 2025Adding and Updating Accounts
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  Coinbase Credit Card

  Closed iakoubtchik 311 views 7 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Not all fidelity accounts are able to be connected

  Closed CZC 53 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 206 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
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  Merged: Spending plan per account

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

  Closed MikeZ 102 views 7 comments 0 points Most recent by MikeZ October 2025Adding and Updating Accounts
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  "You have already added all your accounts" message with Amex

  Closed System 162 views 17 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  Empower cash accounts show a $0 balance (edited)

  Closed joda2021 412 views 23 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  HealthEquity HSA Investment Account no longer updates, cannot add

  Closed briany 2.9K views 33 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
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  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 1.7K views 53 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 102 views 3 comments 0 points Most recent by RobWilk October 2025Getting Started
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  FDP-106 Space Coast Credit Union

  Closed Travis B. 111 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 63 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 143 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts
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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 131 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 121 views 9 comments 1 point Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Incorrect balance in manual account

  Closed ejs 241 views 17 comments 0 points Most recent by DryHeat October 2025Adding and Updating Accounts
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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 51 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests