Accounts

Discussion List

• 
  I am frustrated with this product

  Closed dmherm 46 views 5 comments 0 points Most recent by SRC54 November 3Feedback
• 
  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 33 views 1 comment 0 points Most recent by SRC54 November 2Getting Started
• 
  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 238 views 33 comments 0 points Most recent by smuzumdar October 30Adding and Updating Accounts
• 
  Coinbase Credit Card

  Closed iakoubtchik 64 views 7 comments 1 point Most recent by Coach Jon October 29Adding and Updating Accounts
• 
  Not all fidelity accounts are able to be connected

  Closed CZC 33 views 3 comments 0 points Most recent by Coach Jon October 29Adding and Updating Accounts
• 
  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 28 views 2 comments 0 points Most recent by DryHeat October 29Managing Your Transactions
• 
  Merged: Spending plan per account

  Closed ternthefern 11 views 0 comments 1 point Most recent by DryHeat October 26Feature Requests
• 
  Manual Vehicle asset value changed to negative value

  Closed MikeZ 41 views 7 comments 0 points Most recent by MikeZ October 25Adding and Updating Accounts
• 
  "You have already added all your accounts" message with Amex

  Closed System 71 views 17 comments 0 points Most recent by SRC54 October 24Adding and Updating Accounts
• 
  Empower cash accounts show a $0 balance (edited)

  Closed joda2021 144 views 23 comments 0 points Most recent by Coach Natalie October 23Adding and Updating Accounts
• 
  HealthEquity HSA Investment Account no longer updates, cannot add

  Closed briany 1.1K views 33 comments 1 point Most recent by Coach Jon October 21Adding and Updating Accounts
• 
  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 902 views 53 comments 0 points Most recent by Coach Jon October 20Adding and Updating Accounts
• 
  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 41 views 3 comments 0 points Most recent by RobWilk October 20Getting Started
• 
  FDP-106 Space Coast Credit Union

  Closed Travis B. 33 views 5 comments 0 points Most recent by Coach Jon October 14Adding and Updating Accounts
• 
  5

  Up Down
  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 47 views 2 comments 5 points Most recent by DannyB October 13Feature Requests
• 
  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 71 views 4 comments 0 points Most recent by Mysterio October 13Adding and Updating Accounts
• 
  [ONGOING] 9/29/25: Incorrect Manual Account Balance

  Coach Jon 219 views 1 comment 1 point Most recent by Coach Natalie October 13Known Product Issues
• 
  32
  Running Balance Column [edited] (3 Merged Votes)

  Declined Closed myf 1.3K views 49 comments 32 points Most recent by JMQkn October 11Feature Requests
• 
  can't add Etrade Bank CD

  Closed jterning 50 views 6 comments 0 points Most recent by Coach Jon October 9Adding and Updating Accounts
• 
  6

  Up Down
  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 57 views 6 comments 6 points Most recent by Coach Natalie October 8Feature Requests
• 
  105

  Up Down
  Add an HSA Investment account type (edited)

  In Review MDG39518 939 views 22 comments 105 points Most recent by Marquette42 October 7Feature Requests
• 
  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 46 views 9 comments 1 point Most recent by Coach Kristina October 5Adding and Updating Accounts
• 
  Incorrect balance in manual account

  Closed ejs 110 views 17 comments 0 points Most recent by DryHeat October 4Adding and Updating Accounts
• 
  6

  Up Down
  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 33 views 3 comments 6 points Most recent by RobWilk October 4Feature Requests
• 
  Manual Account Balance doesn’t add up with transaction

  Closed everydave 78 views 10 comments 0 points Most recent by RobWilk October 3Adding and Updating Accounts
• 
  10

  Up Down
  Add 457b Retirement Account Type (edited)

  Active Domino82 102 views 8 comments 10 points Most recent by RobWilk October 2Feature Requests
• 
  Missing Cenlar FSB Mortgage Accounts (edited)

  Closed MattyBEsq 24 views 3 comments 1 point Most recent by Coach Natalie October 1Adding and Updating Accounts
• 
  Chase Bank: Child account no longer syncing

  Closed zmaniacz 253 views 33 comments 1 point Most recent by zmaniacz October 1Adding and Updating Accounts
• 
  Deleted Savings Goals do not release funds in Accounts List (edited)

  Closed RiversideKid 39 views 5 comments 0 points Most recent by Coach Natalie October 1Report a Bug