Accounts

Discussion List

• 
  1

  Up
  Fremont Bank - Non-Mortgage Accounts (edited)

  Active MoneyMinder 12 views 0 comments 1 point Most recent by MoneyMinder April 2025Report Missing Financial Institution or Biller
• 
  Continual problems updating my accounts

  Closed OtisB 11 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  Manually Added Accounts/Assets not showing in overview!

  Closed Jamessmck 61 views 3 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  -1

  Up Down
  Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

  Active RobWilk 12 views 0 comments -1 point Most recent by RobWilk April 2025Feature Requests
• 
  Using "Add Account" window when reconnecting accounts

  Closed DryHeat 51 views 6 comments 0 points Most recent by DryHeat April 2025Adding and Updating Accounts
• 
  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
• 
  Manual Accounts not updating correctly

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

  Closed Jamessmck 21 views 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
• 
  Tracking Manual Accounts and Investments

  Answered ✓ Closed Jamessmck 151 views 1 comment 0 points Most recent by Coach Kristina April 2025Investments
• 
  How are we supposed to add a spouses accounts to Quicken - in particular an Apple Card?

  Closed Edmondg1 524 views 2 comments 0 points Most recent by Flopbot April 2025Feedback
• 
  25

  Up Down
  Make the Accounts List easier to read (edited)

  Active asjss1186 682 views 21 comments 25 points Most recent by lowcloud April 2025Feature Requests
• 
  Change the account connection error symbol back to a cloud icon (edited)

  Closed Duke0486 151 views 7 comments 2 points Most recent by Coach Jon April 2025Feedback
• 
  Simplifi will not connect to USAA

  Closed TerriHoward 61 views 1 comment 0 points Most recent by Coach Natalie April 2025Adding and Updating Accounts
• 
  my banc account is not updating transaction and also some credit card show on a zero balance

  Closed Jozsef52 32 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  Simplifi won't add all Fidelity accounts.

  Closed Mortimer Duke 23 views 1 comment 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  FourLeaf: Balance (with Pending) is not right

  Closed RobWilk 42 views 4 comments 0 points Most recent by Coach Jon April 2025Adding and Updating Accounts
• 
  Unable to Connect to Barclays Bank Delaware

  Closed Mortimer Duke 51 views 2 comments 0 points Most recent by PeteABC123 April 2025Adding and Updating Accounts
• 
  Merged: Coinbase does not connect

  Closed MtnCreed 1 view 0 comments 0 points Most recent by MtnCreed April 2025Report a Bug
• 
  John Hancock 529

  Closed Slater007 11 views 1 comment 0 points Most recent by Coach Kristina April 2025Adding and Updating Accounts
• 
  First US Bank (Alabama) is downloading incorrect current balance

  Closed SRC54 92 views 11 comments 0 points Most recent by SRC54 April 2025Adding and Updating Accounts
• 
  2

  Up Down
  Show the 'Last Updated' timestamp in the Accounts List (edited)

  Active subiemat 72 views 5 comments 2 points Most recent by Coach Jon April 2025Feature Requests
• 
  How should I track payables/reimbursements?

  Answered ✓ Closed jemenake 109 views 2 comments 0 points Most recent by jemenake April 2025Getting Started
• 
  How to Edit Names of Accounts that Don't Seem to Accept Edit

  Answered ✓ Closed JimEoff 92 views 2 comments 0 points Most recent by JimEoff April 2025Adding and Updating Accounts
• 
  The Community Meetup - April 2025 Edition

  Closed Coach Natalie 421 views 5 comments 1 point Most recent by SRC54 April 2025The Community Meetup Newsletter
• 
  Merged: Please add Ford Motor 401k alight

  Closed ds824 1 view 0 comments 1 point Most recent by ds824 April 2025Report Missing Financial Institution or Biller
• 
  Unable to make Target Red Card a manual account

  Closed DavidB 41 views 2 comments 0 points Most recent by DavidB March 2025Troubleshooting
• 
  Liabilites - personal loan not updating balance

  Closed LaurieS 51 views 2 comments 0 points Most recent by LaurieS March 2025Adding and Updating Accounts
• 
  Add accts, Having trouble loading my Carrington MTG acct

  Closed kampdog 61 views 3 comments 1 point Most recent by Coach Kristina March 2025Adding and Updating Accounts
• 
  Citi Personal Loan

  Closed Vinorixus 131 views 4 comments 0 points Most recent by Vinorixus March 2025Adding and Updating Accounts
• 
  Merged: Accounts List is difficult to read (edited)

  Closed dan_s_c 21 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests