Accounts

HSA Bank - Still unable to add HSA Invest Account

System 80 views 13 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts

Suggestions - collapsing categories, & narrow screen [Edited]

TanyaL 39 views 8 comments 0 points Most recent by SRC54 March 16Feedback

63

Please add OpenBank by Santander

Active StephenB 1.4K views 59 comments 63 points Most recent by ThisGirl72 March 15Report Missing Financial Institution or Biller

Connected account balances not updating with pending transactions (edited)

someotherderek 820 views 97 comments 3 points Most recent by EL1234 March 15Adding and Updating Accounts

[ONGOING] 2/27/26: Freedom Mortgage - $0 Balance

Coach Natalie 47 views 1 comment 0 points Most recent by Coach Natalie March 13Current Online Banking Issues

Manual Real Estate Accounts Historical Data

ericksonjb 19 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts

How to manage unvested RSUs in Schwab

Answered ✓ MarineMan72 22 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts

[ONGOING] 2/25/26: American Express - $0 Balance

Coach Natalie 74 views 1 comment 0 points Most recent by Coach Natalie March 11Current Online Banking Issues

Net Worth Report - Student Loan is listed under Personal Loan (edited)

lynchbro 21 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports

Incorrect Projected Low Balance Under $500 Email Notification (edited)

katfct 17 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting

manual accounts still showing zero balance

sb87623 85 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug

PayPal - Missing Credit Account (edited)

Monizrr 2.1K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts

Incorrect $0 balance for PayPal

System 452 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts

80

Add the ability to hide *ANY* account

Active RobWilk 1.4K views 38 comments 80 points Most recent by ben510 March 5Feature Requests

"Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

Closed DRenee 18 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts

RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

Closed TaWa 134 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts

Please Add Account Reconciliation (edited)

Closed DDonnell 50 views 5 comments 0 points Most recent by SRC54 February 27Quicken Business & Personal Feedback

Freedom Mortgage Showing $0 Balance

Closed BlurrVT 43 views 8 comments 0 points Most recent by Coach Jon February 27Adding and Updating Accounts

Zero balance for manual liability account (edited)

Closed mizwhyt 34 views 11 comments 0 points Most recent by DryHeat February 27Troubleshooting

Transfers to Apple Savings account causes a balance discrepancy while pending (edited)

Closed darrylvoss 22 views 2 comments 0 points Most recent by SRC54 February 26Report a Bug

Merged: All Accounts on dashboard to default collapsed instead of expanded

Closed Regliner 3 views 0 comments 1 point Most recent by Regliner February 26Feature Requests

110

Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

Active kai4387 560 views 56 comments 110 points Most recent by Regliner February 26Feature Requests

Account balances are still doubled (edited)

Closed garrettabel 86 views 12 comments 0 points Most recent by Coach Jon February 25Report a Bug for Quicken Business & Personal

Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

Closed pastchief8 28 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts

can't add Etrade Bank CD

Closed jterning 109 views 8 comments 0 points Most recent by Coach Jon February 24Adding and Updating Accounts

1

Ability to hide the "All Accounts" total (edited)

Active PWarrenB 24 views 2 comments 1 point Most recent by PWarrenB February 24Feature Requests

I have a manual account, Other Asset, that still shows a $0.00 balance

Closed System 9 views 2 comments 0 points Most recent by Coach Kristina February 22Report a Bug

Can we apply an exchange rate for an account?

Closed SROBERTS 18 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts

Wealthsimple returning 0$ accounts with simplifi

Closed SROBERTS 23 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts

Accounts

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