Accounts

Discussion List

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  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
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  HSA Bank - Still unable to add HSA Invest Account

  Closed System 102 views 13 comments 0 points Most recent by Coach Jon March 17Adding and Updating Accounts
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  Suggestions - collapsing categories, & narrow screen [Edited]

  Closed TanyaL 41 views 8 comments 1 point Most recent by SRC54 March 16Feedback
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  Manual Real Estate Accounts Historical Data

  Closed ericksonjb 21 views 2 comments 0 points Most recent by ericksonjb March 11Adding and Updating Accounts
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  How to manage unvested RSUs in Schwab

  Answered ✓ Closed MarineMan72 23 views 1 comment 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  [ONGOING] 2/25/26: American Express - $0 Balance

  Coach Natalie 82 views 1 comment 0 points Most recent by Coach Natalie March 11Current Online Banking Issues
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  Net Worth Report - Student Loan is listed under Personal Loan (edited)

  Closed lynchbro 21 views 1 comment 0 points Most recent by Coach Jon March 9Using Reports
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  Incorrect Projected Low Balance Under $500 Email Notification (edited)

  Closed katfct 11 views 1 comment 0 points Most recent by Coach Kristina March 8Troubleshooting
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  manual accounts still showing zero balance

  Closed sb87623 91 views 7 comments 0 points Most recent by SRC54 March 7Report a Bug
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  PayPal - Missing Credit Account (edited)

  Closed Monizrr 2.2K views 87 comments 3 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  Closed System 455 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 38 comments 80 points Most recent by ben510 March 5Feature Requests
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  "Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

  Closed DRenee 22 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  Closed TaWa 140 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts
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  Please Add Account Reconciliation (edited)

  Closed DDonnell 65 views 5 comments 0 points Most recent by SRC54 February 27Quicken Business & Personal Feedback
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  Zero balance for manual liability account (edited)

  Closed mizwhyt 33 views 11 comments 0 points Most recent by DryHeat February 27Troubleshooting
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  Transfers to Apple Savings account causes a balance discrepancy while pending (edited)

  Closed darrylvoss 21 views 2 comments 0 points Most recent by SRC54 February 26Report a Bug
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  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 619 views 56 comments 111 points Most recent by Regliner February 26Feature Requests
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  Merged: All Accounts on dashboard to default collapsed instead of expanded

  Closed Regliner 1 view 0 comments 1 point Most recent by Regliner February 26Feature Requests
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  Account balances are still doubled (edited)

  Closed garrettabel 82 views 12 comments 0 points Most recent by Coach Jon February 25Report a Bug for Quicken Business & Personal
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  Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

  Closed pastchief8 23 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  can't add Etrade Bank CD

  Closed jterning 136 views 8 comments 0 points Most recent by Coach Jon February 24Adding and Updating Accounts
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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 21 views 2 comments 1 point Most recent by PWarrenB February 24Feature Requests
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  I have a manual account, Other Asset, that still shows a $0.00 balance

  Closed System 2 views 2 comments 0 points Most recent by Coach Kristina February 22Report a Bug
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  Can we apply an exchange rate for an account?

  Closed SROBERTS 11 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 21 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  HealthEquity HSA Investment Account Missing

  Closed aqua 86 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Closed Bill N 36 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts