Accounts

Discussion List

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

  Active seascorpio82 737 views 39 comments 73 points Most recent by DryHeat November 14Feature Requests
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  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  Closed mthoman1 30 views 3 comments 0 points Most recent by DryHeat November 12Adding and Updating Accounts
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  New Financial Institution - WorkSaveRetire

  Active budgetm8 7 views 0 comments 2 points Started by budgetm8 November 12 Feature Requests
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  PHH Mortgage $0 Loan Balance (edited)

  Duke0486 115 views 20 comments 0 points Most recent by Coach Jon November 12Adding and Updating Accounts
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  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.5K views 3 comments 9 points Most recent by Coach Jon November 11Current Online Banking Issues
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 57 views 8 comments 1 point Most recent by SRC54 November 10Report a Bug
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  Amex HYS $0 Balance (edited)

  Closed quickdave 62 views 6 comments 0 points Most recent by Coach Jon November 10Adding and Updating Accounts
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 933 views 26 comments 66 points Most recent by J_M_F November 6Feature Requests
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  Gemini account not linking credit card

  Closed GF-2025 746 views 55 comments 6 points Most recent by GF-2025 November 5Adding and Updating Accounts
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  Refund Reminder Card Displays on All Accounts

  Charles Collins 119 views 13 comments 0 points Most recent by SRC54 November 5Report a Bug
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 87 views 11 comments 1 point Most recent by Coach Natalie November 4Adding and Updating Accounts
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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 16 views 0 comments 3 points Started by RobWilk November 4 Feature Requests
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 744 views 24 comments 0 points Most recent by Coach Natalie November 3Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 28 views 3 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 388 views 22 comments 0 points Most recent by Coach Natalie November 3Adding and Updating Accounts
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  I am frustrated with this product

  Closed dmherm 49 views 5 comments 0 points Most recent by SRC54 November 3Feedback
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  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 37 views 1 comment 0 points Most recent by SRC54 November 2Getting Started
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  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 242 views 33 comments 0 points Most recent by smuzumdar October 30Adding and Updating Accounts
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  Coinbase Credit Card

  Closed iakoubtchik 66 views 7 comments 1 point Most recent by Coach Jon October 29Adding and Updating Accounts
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  Not all fidelity accounts are able to be connected

  Closed CZC 35 views 3 comments 0 points Most recent by Coach Jon October 29Adding and Updating Accounts
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  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
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  Merged: Spending plan per account

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

  Closed MikeZ 44 views 7 comments 0 points Most recent by MikeZ October 25Adding and Updating Accounts
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  "You have already added all your accounts" message with Amex

  Closed System 78 views 17 comments 0 points Most recent by SRC54 October 24Adding and Updating Accounts
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  Empower cash accounts show a $0 balance (edited)

  Closed joda2021 149 views 23 comments 0 points Most recent by Coach Natalie October 23Adding and Updating Accounts
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  HealthEquity HSA Investment Account no longer updates, cannot add

  Closed briany 1.2K views 33 comments 1 point Most recent by Coach Jon October 21Adding and Updating Accounts
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  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 917 views 53 comments 0 points Most recent by Coach Jon October 20Adding and Updating Accounts
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  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 42 views 3 comments 0 points Most recent by RobWilk October 20Getting Started
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  FDP-106 Space Coast Credit Union

  Closed Travis B. 35 views 5 comments 0 points Most recent by Coach Jon October 14Adding and Updating Accounts