Accounts

Discussion List

• 
  REI Mastercard (Capital One) not showing credit limit, available credit

  DryHeat 54 views 7 comments 0 points Most recent by Coach Matthew March 24Feedback
• 
  CareCredit/Synchrony: Credit limit not properly reflected

  RobWilk 21 views 4 comments 0 points Most recent by RobWilk March 24Troubleshooting
• 
  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 442 views 42 comments 0 points Most recent by Coach Jon March 23Troubleshooting
• 
  4

  Up Down
  Show pending totals for manual accounts (edited)

  Active Stroobs 32 views 4 comments 4 points Most recent by RobWilk March 23Feature Requests
• 
  Merged: Bank Of America Processing/Pending Transactions

  Closed LukeNM 21 views 0 comments 0 points Most recent by DryHeat March 23Adding and Updating Accounts
• 
  70

  Up Down
  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 27 comments 70 points Most recent by Stroobs March 22Feature Requests
• 
  88

  Up Down
  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 1K views 49 comments 88 points Most recent by KB2014 March 20Feature Requests
• 
  7

  Up Down
  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 22 views 2 comments 7 points Most recent by BudgetTracker March 19Feature Requests
• 
  Manual Bank accounts show $0 in reports

  Closed cb611927 13 views 1 comment 0 points Most recent by SRC54 March 19Troubleshooting
• 
  Manual asset market value linked to account creation and not "Opening Balance" date (edited)

  Closed ryanoldja 32 views 1 comment 0 points Most recent by Coach Jon March 18Troubleshooting
• 
  Marcus accounts missing after opening CDs

  Closed mjs560 128 views 5 comments 0 points Most recent by tenaciousdlg March 17Adding and Updating Accounts
• 
  HSA Bank - Still unable to add HSA Invest Account

  Closed System 89 views 13 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
• 
  Suggestions - collapsing categories, & narrow screen [Edited]

  Closed TanyaL 44 views 8 comments 1 point Most recent by SRC54 March 16Feedback
• 
  65

  Up
  Please add OpenBank by Santander

  Active StephenB 1.4K views 59 comments 65 points Most recent by ThisGirl72 March 15Report Missing Financial Institution or Biller
• 
  [ONGOING] 2/27/26: Freedom Mortgage - $0 Balance

  Coach Natalie 65 views 1 comment 0 points Most recent by Coach Natalie March 13Current Online Banking Issues
• 
  Manual Real Estate Accounts Historical Data

  Closed ericksonjb 23 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
• 
  How to manage unvested RSUs in Schwab

  Answered ✓ Closed MarineMan72 25 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 84 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)

  Closed lynchbro 22 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
• 
  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  Closed katfct 16 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting
• 
  manual accounts still showing zero balance

  Closed sb87623 95 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
• 
  PayPal - Missing Credit Account (edited)

  Closed Monizrr 2.1K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  Incorrect $0 balance for PayPal

  Closed System 453 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
• 
  80

  Up Down
  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 21 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 135 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts
• 
  Please Add Account Reconciliation (edited)

  Closed DDonnell 56 views 5 comments 0 points Most recent by SRC54 February 27Quicken Business & Personal Feedback
• 
  Freedom Mortgage Showing $0 Balance

  Closed BlurrVT 41 views 8 comments 0 points Most recent by Coach Jon February 27Adding and Updating Accounts