Accounts

Discussion List

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  Does the account-specific Balance Type setting actually do anything?

  Closed bob303727 1.5K 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 3.3K views 69 comments 75 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 31 views 0 comments 1 point Started by DryHeat August 13 Feature Requests
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  Legal Structure / Account Ownership / percent

  Closed pbryn1983 35 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 1.4K views 28 comments 80 points Most recent by Amanza August 13Feature Requests
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  Chase Balance is Wrong

  Closed cowboydude99 192 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 79 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 53 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 107 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 50 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 228 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 39 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 59 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 47 views 2 comments 0 points Most recent by ainsliejohn July 25Feedback
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  Suggestion: store Credit Card details like phone & benefits

  Closed CT Saver 23 views 1 comment 0 points Most recent by DryHeat July 25Feedback
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  After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

  Closed System 74 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 219 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Net Worth chart excludes a manual investment account although all accounts are selected (edited)

  Closed oliverdavid 109 views 9 comments 0 points Most recent by Coach Jon July 22Using the Net Worth Feature
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  Favorites Group at the top of the Accounts List (edited)

  Active Philk 246 views 14 comments 6 points Most recent by RobI July 21Feature Requests
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  Quick access: Bookmark/ Pin favorite account for regular access

  Closed RobI 45 views 2 comments 2 points Most recent by Coach Natalie July 21Feedback
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  Bridgecrest car loan account is showing the wrong remaining balance (edited)

  Closed Asylum 116 views 7 comments 0 points Most recent by Coach Jon July 20Adding and Updating Accounts
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  Balance going in wrong direction

  Closed Sunshine26 341 views 25 comments 0 points Most recent by Coach Natalie July 20Troubleshooting
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  Please add OpenBank by Santander

  Active StephenB 2.1K views 65 comments 72 points Most recent by pinecode July 20Report Missing Financial Institution or Biller
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  Apple Savings balance switches to last deposit amount

  Closed mtl_elias 49 views 1 comment 0 points Most recent by SRC54 July 19Adding and Updating Accounts
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  How to reverse closed account

  Answered ✓ Closed ChristineT57 76 views 1 comment 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
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  Number of Accounts

  Closed ejs 49 views 1 comment 0 points Most recent by Coach Jon July 15Troubleshooting
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  3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

  Closed mfinnegan 44 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts
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  Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

  Closed exabrial 79 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts