Accounts

Discussion List

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  Account & Category Naming – One Approach

  Closed Dick_Davis 68 views 2 comments 3 points Most recent by Dick_Davis August 2025Share your Success!
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  Net worth report not matching All accounts net worth

  Closed EMAW_fan 157 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
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  Account Adding and Changing Manual to Online (edited)

  Closed Dick_Davis 44 views 2 comments 0 points Most recent by Dick_Davis August 2025Adding and Updating Accounts
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  Ascensus FDP-103 error (edited)

  Closed pwhitt 188 views 4 comments 0 points Most recent by npcheshire August 2025Adding and Updating Accounts
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 82 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
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  Merged: Can the Gemini Credit Card Link to Simplifi?

  Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 24 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 65 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

  Closed nmcmahon1215 162 views 15 comments 0 points Most recent by wrankin August 2025Adding and Updating Accounts
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  Merged: Unable to Connect Two Vanguard Accounts - Care Code 324 (Post-API Update)

  Closed Derrick R 11 views 0 comments 0 points Most recent by Derrick R August 2025Adding and Updating Accounts
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  I need Simplifi to understand that all the money in my "Cash and Checking" accounts is spendable

  Closed NatalieGS 33 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 21 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
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  Merged: Deleted Savings Goals still showing in accounts

  Closed System 1 view 0 comments 0 points Most recent by bobmablob August 2025Report a Bug
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  Restoration of Data deletion by mistake

  Closed Palavis 106 views 2 comments 0 points Most recent by Palavis August 2025Troubleshooting
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  Fidelity Sync and Add Errors

  Closed whyme 125 views 6 comments 0 points Most recent by whyme August 2025Adding and Updating Accounts
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  MrCooper Nationstar Mortgage - Constant MFA at Login

  Closed ChasingIt 27 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Change negative numbers in the Accounts List to a red font (edited)

  Cjared 15 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
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  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 38 views 2 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Optum financial does not show my investment balance (edited)

  Closed christiney 44 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Unable to add Stash Invest account (edited)

  Closed KareS 257 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 31 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 170 views 6 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 11 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests
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  Multi-currency support

  Answered ✓ Closed ROS 210 views 4 comments 0 points Most recent by Coach Kristina August 2025Quicken Business & Personal Feedback
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  Truist and Balance with Pending

  Closed Mike2023 98 views 2 comments 0 points Most recent by Mike2023 August 2025Adding and Updating Accounts
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 303 views 10 comments 1 point Most recent by SRC54 August 2025Feedback
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  Merged: PayPal Credit (not Paypal MC): Cannot locate account

  Closed RobWilk 11 views 0 comments 0 points Most recent by slpeeler August 2025Adding and Updating Accounts
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  Unable to add PayPal Savings (edited)

  Closed douglastgraham 206 views 4 comments 1 point Most recent by rwhoppe July 2025Adding and Updating Accounts
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  Simplifi Insists that my Checking Account is a Brokerage... Workaround? (edited)

  Closed AndyB 31 views 2 comments 0 points Most recent by AndyB July 2025Feedback
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 420 views 10 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts