Accounts

Discussion List

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  Unable to change password on Amex connection

  Closed Joe Videoguy 100 views 2 comments 1 point Most recent by Joe Videoguy January 2024Adding and Updating Accounts
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  Organize my net worth accounts by highest/lowest balances

  Answered ✓ Closed mohnjoon 21 views 1 comment 1 point Most recent by Coach Kristina January 2024Using Reports
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  High Level Categories for Accounts (edited)

  Answered ✓ Closed Michaelbg76 85 views 2 comments 0 points Most recent by ajbopp January 2024Categories and Tags
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  Matanuska Valley Federal Credit Union

  Active mckjen 32 views 4 comments 2 points Most recent by katiecski January 2024Report Missing Financial Institution
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  Values of manually-entered asset accounts showing as $0 in net worth snapshot?

  Answered ✓ Closed Phil Starr 145 views 2 comments 0 points Most recent by Phil Starr January 2024Adding and Updating Accounts
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  Can I delete an account then re-establish ?

  Answered ✓ Closed BGilbert 333 views 5 comments 0 points Most recent by UrsulaA January 2024Getting Started
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  Is it possible to see specific savings goals under account list?

  Answered ✓ Closed AlexM 65 views 2 comments 0 points Most recent by Coach Natalie January 2024Using Savings Goals
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  Merged: Zero line in bills and payments screen and projected cash flow by account is black in Dark …

  UrsulaA 1 view 0 comments 0 points Started by UrsulaA January 2024 Report a Bug
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  Why don't the USAA accounts reflect actual balances within Quicken

  Closed Jason.w.kemp 91 views 1 comment 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Liability accounts can no longer be updated

  Closed the_scottster 175 views 5 comments 0 points Most recent by the_scottster January 2024Report a Bug
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  Why does a closed bank account show a non-zero balance?

  Answered ✓ Closed perkin-warbeck 202 views 10 comments 0 points Most recent by perkin-warbeck January 2024Troubleshooting
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  Move Credit card debt to Debt tab, not Banking

  Active jorder 116 views 4 comments 18 points Most recent by Candice318 January 2024Feature Requests
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  Fidelity totals off by the pending amount (edited)

  Closed Dave_Howe 165 views 7 comments 0 points Most recent by Eddie0272 January 2024Adding and Updating Accounts
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  Desktop Accounts Tab UI (Design Suggestion)

  Closed khoiii 11 views 1 comment 1 point Most recent by UrsulaA January 2024Feedback
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  Hey! Has there been discussion about graphical layout of the default view?

  Closed Ronno 21 views 1 comment 2 points Most recent by UrsulaA January 2024Feedback
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  FDP-102 error with Thomson Reuters Retirement Connection (edited)

  Closed Strahan001 114 views 10 comments 0 points Most recent by Strahan001 January 2024Adding and Updating Accounts
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  FDP-106 First Bank - CA, IL, Mo First.Bank

  Closed CannonTV 32 views 5 comments 0 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Property valuation not updating (edited)

  Answered ✓ Closed elnuk 32 views 1 comment 0 points Most recent by UrsulaA January 2024Troubleshooting
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  Discover Bank Balance has decimal shifted - millions? (Finicity) [edited]

  Closed CanyonHawks 72 views 9 comments 1 point Most recent by Coach Natalie January 2024Adding and Updating Accounts
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  Manual account balance not updating with new transactions

  Closed wytchipoo 72 views 2 comments 0 points Most recent by Coach Natalie January 2024Report a Bug
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  Simplifi won't add my second Citibank account

  Closed SWC 34 views 1 comment 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
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  Updating the Value of an Asset

  Answered ✓ Closed LH13 1.5K views 22 comments 0 points Most recent by hwu January 2024Troubleshooting
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  Manual account balance not changing after adding transaction.

  Answered ✓ Closed enigmaaaaa 63 views 1 comment 0 points Most recent by RobWilk January 2024Troubleshooting
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  Contributing to goals then deleting goals adds contributed amount to funding account

  Answered ✓ Closed idkmanm 53 views 1 comment 0 points Most recent by idkmanm January 2024Report a Bug
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  Merged: Ability to designate which accounts update automatically when launching Simplifi

  RipTWD 11 views 0 comments 2 points Started by RipTWD January 2024 Feature Requests
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  Unable to add Discover accounts

  Closed System 78 views 2 comments 0 points Most recent by mcwillzz January 2024Adding and Updating Accounts
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  Multiple Logins to same Financial Institutions - Forgets Prior Login

  Closed micaheldotu 167 views 1 comment 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
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  New Account Asset doesn't increase networth

  Closed LXP 11 views 1 comment 0 points Most recent by Coach Natalie January 2024Report a Bug
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  A Question About Account Types

  Answered ✓ Closed ajbopp 94 views 6 comments 0 points Most recent by UrsulaA January 2024Managing Your Transactions
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  Manual Account Balance Not Updating (edited)

  Closed Scotty Mac 312 views 6 comments 0 points Most recent by Scotty Mac January 2024Report a Bug