Accounts

Discussion List

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  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 33 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 47 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 236 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 29 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 156 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 17 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests
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  Multi-currency support

  Answered ✓ Closed ROS 203 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 94 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 286 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 197 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 391 views 10 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts
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  Track rewards/bonus/limit details of credit cards

  Closed Duncan 28 views 1 comment 2 points Most recent by Coach Natalie July 2025Feedback
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 122 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started
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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 37 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Robinhood: categorize Individual cash as Cash and not investment

  Closed Elllatrav 71 views 2 comments 0 points Most recent by Elllatrav July 2025Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Damon Green 27 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 39 views 1 comment 6 points Most recent by caution493 July 2025Feature Requests
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  Wells Fargo account can't update Care code: FDP-350 (edited)

  Closed Mook Mook 77 views 1 comment 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  "Service is currently unavailable" icon next to accounts (edited)

  Closed PhilS 369 views 15 comments 3 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Correct Setting for an Account that downloads Balance that already includes pending transactions

  Answered ✓ Closed SRC54 238 views 14 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Double-subtracting pending transactions for balance -- USAA Bank

  Closed DryHeat 283 views 11 comments 0 points Most recent by DryHeat July 2025Troubleshooting
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 49 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 118 views 4 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  Running Balance Column

  Closed MoreCoffee 30 views 3 comments 1 point Most recent by Coach Jon July 2025Feedback
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  PayPal Balance will not show up Quicken Simplifi Business & Personal (edited)

  Closed Anastasia Franco 87 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 63 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 27 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
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  Northwestern Mutual balance doesn't appear in the Accounts List (edited)

  Closed Jeannette 18 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts