Accounts

Discussion List

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  Please Add Account Reconciliation (edited)

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

  Closed BlurrVT 41 views 8 comments 0 points Most recent by Coach Jon February 27Adding and Updating Accounts
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  Zero balance for manual liability account (edited)

  Closed mizwhyt 31 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 607 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 22 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 115 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 1 view 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 22 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 69 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 33 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 91 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  Simplifi won't add an RSU account with Fidelity (edited)

  Closed Mortimer Duke 53 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 1.6K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
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  When Simplifi's and the Bank's Balances Differ?

  Closed Mortimer Duke 24 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Merging investment accounts

  Answered ✓ Closed Cinna 31 views 3 comments 0 points Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 1 view 0 comments 1 point Most recent by mjrmotion February 13Feature Requests
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  Principal Financial Group account not pulling current balance

  Closed adh289 11 views 1 comment 0 points Most recent by Coach Natalie February 12Adding and Updating Accounts
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  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 12 views 0 comments 2 points Most recent by hyandow February 12Feature Requests
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 713 views 46 comments 51 points Most recent by bob303727 February 12Feature Requests
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  Show the different savings goals under accounts view

  Closed user5626 12 views 1 comment 0 points Most recent by Coach Natalie February 10Using Savings Goals
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  PHH Mortgage $0 Loan Balance (edited)

  Closed Duke0486 191 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered ✓ Closed dc2psguy 48 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  Closed eecalo 22 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts