Accounts

Discussion List

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  Oklahoma 529 New Login URL

  Closed jadam75 64 views 1 comment 0 points Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Return basic functionality of loan tracking for offline loans.

  Closed Nautical Lion 40 views 1 comment 1 point Most recent by Coach Kristina August 22Adding and Updating Accounts
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  Add the ability to hide *ANY* account

  Active RobWilk 2K views 39 comments 87 points Most recent by SRC54 August 21Feature Requests
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  Why don't synced loan accounts download transactions like checking accounts?

  Answered ✓ Closed BrandonH 85 views 2 comments 0 points Most recent by Coach Laura August 20Adding and Updating Accounts
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  I need help with my first-time setup (Simplifi)

  Answered ✓ Closed dlmilord 167 views 9 comments 0 points Most recent by RobWilk August 18Getting Started
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 180 views 9 comments 9 points Most recent by EL1234 August 18Feature Requests
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  Citi credit card balances won't update (edited)

  Closed Michael.Tx 163 views 2 comments 1 point Most recent by Coach Kristina August 17Adding and Updating Accounts
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  In Accounts List, can bank balance and credit card debt be shown separately? (edited)

  Answered ✓ Closed EL85 314 views 21 comments 0 points Most recent by SRC54 August 15Getting Started
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  Does the account-specific Balance Type setting actually do anything?

  Closed bob303727 2.1K 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 3.7K views 69 comments 76 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 36 views 0 comments 1 point Started by DryHeat August 13 Feature Requests
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  Legal Structure / Account Ownership / percent

  Closed pbryn1983 37 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 1.6K views 28 comments 81 points Most recent by Amanza August 13Feature Requests
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  Chase Balance is Wrong

  Closed cowboydude99 264 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 119 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 51 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 173 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 80 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 299 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 77 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 73 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 65 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 40 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 106 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 350 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 156 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 404 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 65 views 2 comments 2 points Most recent by Coach Natalie July 21Feedback