Accounts

Discussion List

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  Merged: Crypto Category for investment accounts [Edited]

  Closed Mankow 1 view 0 comments 1 point Most recent by Mankow May 2025Feature Requests
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  Add 'Cryptocurrency' as an Investment Account Type [edited] (1 Merged Vote)

  Active tapierce 56 views 2 comments 13 points Most recent by Mankow May 2025Feature Requests
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  Merged: Connect to tractor supply Citi card

  Closed JBThe@rchitech 1 view 0 comments 1 point Most recent by JBThe@rchitech May 2025Feature Requests
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  Cannot connect UBS Online Services / wrong URL

  Closed gold3 120 views 1 comment 0 points Most recent by Coach Jon May 2025Adding and Updating Accounts
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  Robinhood managed IRA accounts supported?

  Closed fullmetalomelette 183 views 9 comments 0 points Most recent by fullmetalomelette May 2025Adding and Updating Accounts
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  Lost Connectivity to one of my Schwab accounts

  Closed SLiang 288 views 13 comments 1 point Most recent by pgiralt May 2025Adding and Updating Accounts
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  Why Are Account Roll-Up Totals Incorrect? (edited)

  Closed BobThings 134 views 5 comments 0 points Most recent by Coach Jon May 2025Investments
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  Macys account reporting balance incorrectly.

  Closed FutureEye 45 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 92 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 438 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 136 views 4 comments 2 points Most recent by Money27361963 May 2025Report Missing Financial Institution or Biller
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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 47 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 Most recent by Chilly April 2025Managing Businesses
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  Ability to invert amounts in a specific account

  Closed BYH 24 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 641 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 Most recent by 206Giff April 2025Feature Requests
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  How do I link a transaction to a manual liability - Second try

  Closed vhrcats 78 views 2 comments 0 points Most recent by vhrcats April 2025Adding and Updating Accounts
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  Orphan Accounts?

  Closed Mortimer Duke 184 views 20 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
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  Mortgage accounts

  Answered ✓ Closed Mankow 221 views 2 comments 0 points Most recent by Mankow April 2025Feedback
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  Primis Bank - Error 103

  Closed Mortimer Duke 28 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 Most recent by MoneyMinder April 2025Report Missing Financial Institution or Biller
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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 45 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 Most recent by RobWilk April 2025Feature Requests
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  Using "Add Account" window when reconnecting accounts

  Closed DryHeat 34 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 21 views 2 comments 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Missing values in balance

  Closed Jamessmck 15 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
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  Tracking Manual Accounts and Investments

  Answered ✓ Closed Jamessmck 120 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 486 views 2 comments 0 points Most recent by Flopbot April 2025Feedback