Accounts

Discussion List

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  Best Practice way of Adding and Tracking HSA

  Closed tribexx 416 views 2 comments 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  Unable to add Robinhood Spending/Checking Account

  Closed ts8 831 views 17 comments 0 points Most recent by ts8 June 2024Adding and Updating Accounts
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  Merged: workaround for 2FA accounts? sync on demand or on schedule

  pixel 1 view 0 comments 3 points Started by pixel June 2024 Feature Requests
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 32 views 1 comment 4 points Most recent by mrchin932 June 2024Feature Requests
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  Option for manual accounts to always force balance to $0 (edited)

  Active alkaboy 65 views 7 comments 1 point Most recent by Coach Jon June 2024Feature Requests
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  Incorrect account balance (again)

  Closed Bernardo 297 views 5 comments 0 points Most recent by Coach Jon June 2024Report a Bug
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  How to delete duplicate account

  Answered ✓ Closed DavidB 114 views 2 comments 0 points Most recent by DavidB June 2024Adding and Updating Accounts
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  FDP-107 error with Lending Club

  Closed NeoIsTaken 32 views 2 comments 0 points Most recent by Coach Jon June 2024Adding and Updating Accounts
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  Link account with Google Sheets

  Active Marcin 48 views 0 comments 2 points Started by Marcin June 2024 Feature Requests
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  The Standard Retirement Plan Market Value Missing

  Closed cthomp 76 views 2 comments 0 points Most recent by Rick_B June 2024Adding and Updating Accounts
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  https://www.ubs.com/onesource/txn - not working

  Closed klarosa 47 views 1 comment 0 points Most recent by Coach Kristina June 2024Adding and Updating Accounts
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  Add Zillow to Track Property Value (2 Merged Votes)

  Completed Closed zgarretson 16.5K views 218 comments 50 points Most recent by Coach Natalie May 2024Feature Requests
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  Unable to connect Ally Loan account - Sold to Synchrony

  Closed ConBow 405 views 5 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Unable to add Wells Fargo credit card account (edited)

  Closed PixiePower 875 views 17 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  So close to swearing loyalty to quicken

  Closed jkidd22 113 views 3 comments 0 points Most recent by Coach Natalie May 2024Feedback
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  Unable to connect to Edward Jones Canada account Care Code FDP-105 (edited)

  Closed HWanless 169 views 22 comments 0 points Most recent by HWanless May 2024Adding and Updating Accounts
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  USAA Checking Balance $0.00

  Closed ChrisseyP 157 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  How do I separate business and personal accounts in Simplifi ?

  Answered ✓ Closed patrickdundon 404 views 2 comments 0 points Most recent by Coach Kristina May 2024Getting Started
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  Please add Canadian MBNA

  Closed Gisa 23 views 1 comment 1 point Most recent by Coach Kristina May 2024Feedback
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  Merged: Ability to adjust Accounts List width [Edited]

  Gisa 21 views 0 comments 3 points Started by Gisa May 2024 Feature Requests
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  Why does adding an asset show as spending?

  Answered ✓ Closed PaulaMarie 142 views 14 comments 0 points Most recent by Coach Natalie May 2024Getting Started
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  Ability to easily switch account, profile or budget

  Closed jonandkiley 53 views 1 comment 1 point Most recent by Coach Jon May 2024Using Space Sharing
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  I have not been able to add my Chase or Discover credit card accounts (edited)

  Closed ekaplan 48 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Empty Banks Under Settings (edited)

  Answered ✓ Closed DannyB 32 views 3 comments 0 points Most recent by DannyB May 2024Troubleshooting
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  How to update manual balances

  Answered ✓ Closed Rory 231 views 2 comments 0 points Most recent by Rory May 2024Investments
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  Merged: Enable manual change from a closed account to disconnected

  vitus 1 view 0 comments 1 point Started by vitus May 2024 Feature Requests
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  Personal Loan from Discover Bank is posting as positive balance (edited)

  Closed JimRosebro 92 views 6 comments 0 points Most recent by JimRosebro May 2024Adding and Updating Accounts
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  The Farmers State Bank - New Madison, Ohio (edited)

  Active yendorreklaw 123 views 17 comments 1 point Most recent by yendorreklaw May 2024Report Missing Financial Institution
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  US Bank IRA not showing up in account list

  Closed pblackston 44 views 1 comment 2 points Most recent by Coach Jon May 2024Adding and Updating Accounts