Accounts

Discussion List

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  Manual account balance issue still happening (edited)

  Closed System 43 views 2 comments 0 points Most recent by Coach Kristina January 28Report a Bug
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  Merged: Show credit under liability instead of banking

  Candice318 11 views 0 comments 2 points Started by Candice318 January 26 Feature Requests
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  My imported "Mint" transactions balance is not matching my Simplifi balance. Help please.

  Answered ✓ Closed Sheri 147 views 5 comments 0 points Most recent by UrsulaA January 26Getting Started
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  How do I hide closed accounts?

  Answered ✓ Closed System 100 views 2 comments 0 points Most recent by UrsulaA January 25Troubleshooting
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  Account balances not updating to reflect transactional changes

  Closed saulov8 26 views 1 comment 0 points Most recent by UrsulaA January 25Report a Bug
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  Updated account connection method for institution that includes a closed account

  Answered ✓ Closed ejs 57 views 3 comments 0 points Most recent by Coach Natalie January 25Adding and Updating Accounts
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  Linked Fidelity Accounts

  Answered ✓ Closed Girlcalledfox 45 views 2 comments 0 points Most recent by Girlcalledfox January 25Adding and Updating Accounts
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  Ability to download only balances (no transactions) for connected accounts [edited]

  Active darmstrong 48 views 0 comments 0 points Started by darmstrong January 25 Feature Requests
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  Frequent Flier/Hotel Rewards/Gift Cards

  Closed Michaelbg76 19 views 1 comment 0 points Most recent by UrsulaA January 24Feedback
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  Merged: Manual crypto account was fine but now showing zero in accounts page

  inspector_gadget 21 views 0 comments 0 points Started by inspector_gadget January 24 Troubleshooting
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  Need more features with Goal and Asset

  Closed maxtheinvest 21 views 1 comment 0 points Most recent by Coach Natalie January 24Feedback
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  Merged: Payees & Rules definition that factor Account as well as Payee

  ssoko 1 view 0 comments 1 point Started by ssoko January 23 Feature Requests
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  Unable to change password on Amex connection

  Closed Joe Videoguy 80 views 2 comments 1 point Most recent by Joe Videoguy January 22Adding and Updating Accounts
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  Organize my net worth accounts by highest/lowest balances

  Answered ✓ Closed mohnjoon 25 views 1 comment 1 point Most recent by Coach Kristina January 21Using Reports
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  High Level Categories for Accounts (edited)

  Answered ✓ Closed Michaelbg76 79 views 2 comments 0 points Most recent by ajbopp January 20Categories and Tags
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  Matanuska Valley Federal Credit Union

  Active mckjen 38 views 4 comments 2 points Most recent by katiecski January 19Report Missing Financial Institution
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  Values of manually-entered asset accounts showing as $0 in net worth snapshot?

  Answered ✓ Closed Phil Starr 90 views 2 comments 0 points Most recent by Phil Starr January 19Adding and Updating Accounts
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  Can I delete an account then re-establish ?

  Answered ✓ Closed BGilbert 226 views 5 comments 0 points Most recent by UrsulaA January 18Getting Started
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  Is it possible to see specific savings goals under account list?

  Answered ✓ Closed AlexM 64 views 2 comments 0 points Most recent by Coach Natalie January 18Using Savings Goals
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  Merged: Zero line in bills and payments screen and projected cash flow by account is black in Dark …

  UrsulaA 1 view 0 comments 0 points Started by UrsulaA January 18 Report a Bug
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  Why don't the USAA accounts reflect actual balances within Quicken

  Closed Jason.w.kemp 81 views 1 comment 0 points Most recent by Coach Natalie January 17Adding and Updating Accounts
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  Liability accounts can no longer be updated

  Closed the_scottster 152 views 5 comments 0 points Most recent by the_scottster January 14Report a Bug
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  Why does a closed bank account show a non-zero balance?

  Answered ✓ Closed perkin-warbeck 158 views 10 comments 0 points Most recent by perkin-warbeck January 13Troubleshooting
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  Move Credit card debt to Debt tab, not Banking

  Active jorder 110 views 4 comments 17 points Most recent by Candice318 January 12Feature Requests
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  Fidelity totals off by the pending amount (edited)

  Closed Dave_Howe 159 views 7 comments 0 points Most recent by Eddie0272 January 12Adding and Updating Accounts
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  Desktop Accounts Tab UI (Design Suggestion)

  Closed khoiii 15 views 1 comment 1 point Most recent by UrsulaA January 11Feedback
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  Hey! Has there been discussion about graphical layout of the default view?

  Closed Ronno 22 views 1 comment 2 points Most recent by UrsulaA January 11Feedback
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  FDP-102 error with Thomson Reuters Retirement Connection (edited)

  Closed Strahan001 116 views 10 comments 0 points Most recent by Strahan001 January 11Adding and Updating Accounts