Accounts

Discussion List

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  Why Are Account Roll-Up Totals Incorrect? (edited)

  Closed BobThings 88 views 5 comments 0 points Most recent by Coach Jon May 2025Investments
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  Macys account reporting balance incorrectly.

  Closed FutureEye 11 views 2 comments 0 points Most recent by FutureEye May 2025Adding and Updating Accounts
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  "Account needs attention" alerts for closed accounts

  Closed ejs 74 views 8 comments 0 points Most recent by Coach Natalie May 2025Report a Bug
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  Unable to add PNC Bank Investment Accounts (edited)

  Closed aef 290 views 23 comments 1 point Most recent by Brotatochip622 May 2025Adding and Updating Accounts
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  Supporting Neo Financial Bank Canada

  Active Sourabh 122 views 4 comments 2 points Most recent by Money27361963 May 2025Report Missing Financial Institution
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  I have two credit cards with Cap One and they are both reading from just one of the accounts.

  Answered ✓ Closed cvd 23 views 2 comments 0 points Most recent by Coach Kristina May 2025Adding and Updating Accounts
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  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Started by Chilly April 2025 Managing Businesses
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  Ability to invert amounts in a specific account

  Closed BYH 13 views 1 comment 1 point Most recent by Coach Jon April 2025Managing Your Transactions
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  M1 Finance Not showing Money Market account when Syncing

  Closed gms 554 views 32 comments 1 point Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Merged: Custom organize "All transactions" column

  Closed 206Giff 1 view 0 comments 1 point Started by 206Giff April 2025 Feature Requests
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  How do I link a transaction to a manual liability - Second try

  Closed vhrcats 34 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts
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  Orphan Accounts?

  Closed Mortimer Duke 105 views 20 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Mortgage accounts

  Answered ✓ Closed Mankow 129 views 2 comments 0 points Most recent by Mankow April 2025Feedback
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  Primis Bank - Error 103

  Closed Mortimer Duke 11 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Fremont Bank - Non-Mortgage Accounts (edited)

  Active MoneyMinder 11 views 0 comments 1 point Started by MoneyMinder April 2025 Report Missing Financial Institution
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  Continual problems updating my accounts

  Closed OtisB 11 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Manually Added Accounts/Assets not showing in overview!

  Closed Jamessmck 42 views 3 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

  Active RobWilk 11 views 0 comments -1 point Started by RobWilk April 2025 Feature Requests
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  Using "Add Account" window when reconnecting accounts

  Closed DryHeat 23 views 6 comments 0 points Most recent by DryHeat April 2025Adding and Updating Accounts
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  Merged: Unable to add Barclays Savings Account

  Closed System 11 views 0 comments 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  Manual Accounts not updating correctly

  Closed Ave 23 views 2 comments 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Missing values in balance

  Closed Jamessmck 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Tracking Manual Accounts and Investments

  Answered ✓ Closed Jamessmck 46 views 1 comment 0 points Most recent by Coach Kristina April 2025Investments
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  How are we supposed to add a spouses accounts to Quicken - in particular an Apple Card?

  Closed Edmondg1 357 views 2 comments 0 points Most recent by Flopbot April 2025Feedback
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  Make the Accounts List easier to read (edited)

  Active asjss1186 444 views 21 comments 25 points Most recent by lowcloud April 2025Feature Requests
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  Change the account connection error symbol back to a cloud icon (edited)

  Closed Duke0486 92 views 7 comments 2 points Most recent by Coach Jon April 2025Feedback
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  Simplifi will not connect to USAA

  Closed TerriHoward 41 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
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  my banc account is not updating transaction and also some credit card show on a zero balance

  Closed Jozsef52 22 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Simplifi won't add all Fidelity accounts.

  Closed Mortimer Duke 21 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  FourLeaf: Balance (with Pending) is not right

  Closed RobWilk 21 views 4 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts