Accounts

Discussion List

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  Create Custom Account Types

  Closed pbryn1983 41 views 2 comments 1 point Most recent by pbryn1983 August 30Feedback
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  Bank of America Constantly Disconnecting

  Closed sjc314 50 views 1 comment 0 points Most recent by Coach Kristina August 29Adding and Updating Accounts
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  Empower Accounts - Not finding my 3 IRA's or HYS (edited)

  Closed joda2021 70 views 6 comments 0 points Most recent by Coach Natalie August 26Adding and Updating Accounts
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  When creating transaction Rules, account dropdown is blank

  Closed Max Lin 140 views 10 comments 0 points Most recent by SRC54 August 25Report a Bug
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  Manual Account not updating after transactions

  Closed mamerica 110 views 12 comments 0 points Most recent by mamerica August 24Adding and Updating Accounts
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 86 views 3 comments 9 points Most recent by EL1234 August 24Feature Requests
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  Oklahoma 529 New Login URL

  Closed jadam75 40 views 1 comment 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Return basic functionality of loan tracking for offline loans.

  Closed Nautical Lion 32 views 1 comment 1 point Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 1.8K views 39 comments 87 points Most recent by SRC54 August 21Feature Requests
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  Why don't synced loan accounts download transactions like checking accounts?

  Answered ✓ Closed BrandonH 71 views 2 comments 0 points Most recent by Coach Laura August 20Adding and Updating Accounts
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  I need help with my first-time setup (Simplifi)

  Answered ✓ Closed dlmilord 132 views 9 comments 0 points Most recent by RobWilk August 18Getting Started
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 141 views 9 comments 9 points Most recent by EL1234 August 18Feature Requests
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  Citi credit card balances won't update (edited)

  Closed Michael.Tx 132 views 2 comments 1 point Most recent by Coach Kristina August 17Adding and Updating Accounts
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  In Accounts List, can bank balance and credit card debt be shown separately? (edited)

  Answered ✓ Closed EL85 242 views 21 comments 0 points Most recent by SRC54 August 15Getting Started
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  Does the account-specific Balance Type setting actually do anything?

  Closed bob303727 1.8K views 111 comments 0 points Most recent by RobI August 15Report a Bug
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 3.5K views 69 comments 76 points Most recent by Pamyo August 15Feature Requests
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  Add the "Edit balance type" option to the 'Balance with pending' tooltip in credit card accounts

  Active DryHeat 30 views 0 comments 1 point Started by DryHeat August 13 Feature Requests
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  Legal Structure / Account Ownership / percent

  Closed pbryn1983 30 views 1 comment 0 points Most recent by Coach Natalie August 13Quicken Business & Personal Feedback
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.5K views 28 comments 81 points Most recent by Amanza August 13Feature Requests
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  Chase Balance is Wrong

  Closed cowboydude99 220 views 13 comments 0 points Most recent by cowboydude99 August 11Adding and Updating Accounts
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  Can I get help to restore a deleted account?

  Answered ✓ Closed eschrei 101 views 2 comments 0 points Most recent by SRC54 August 10Troubleshooting
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  Ability to filter accounts in Settings > Accounts (edited)

  Active Rupe 50 views 0 comments 3 points Started by Rupe August 5 Feature Requests
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  Discover Credit Card Now Capital One – Messed up Transactions (edited)

  Closed Dick_Davis 120 views 4 comments 0 points Most recent by DryHeat August 4Adding and Updating Accounts
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  Accounts/transactions aren't updating (edited)

  Closed Brainnrse 62 views 1 comment 0 points Most recent by Coach Kristina August 1Adding and Updating Accounts
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  Manually added interest rate and credit limit keeps being removed (edited)

  Closed BradleyBenSmith 252 views 18 comments 0 points Most recent by SRC54 August 1Troubleshooting
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  Ability to change an Investment Account to another account type

  Closed lh55 60 views 1 comment 0 points Most recent by Coach Jon July 31Feedback
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  Need help resolving incorrect balance on old Discover account that was added via Capital One

  Closed CHC 61 views 2 comments 0 points Most recent by CHC July 31Adding and Updating Accounts
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  Custom ordering/grouping of the Accounts List

  Closed ainsliejohn 51 views 2 comments 0 points Most recent by ainsliejohn July 25Feedback