Accounts

Discussion List

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  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 23 views 2 comments 0 points Most recent by Coach Natalie August 6Adding and Updating Accounts
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  Optum financial does not show my investment balance (edited)

  Closed christiney 29 views 1 comment 0 points Most recent by Coach Jon August 5Adding and Updating Accounts
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  Unable to add Stash Invest account (edited)

  Closed KareS 105 views 8 comments 0 points Most recent by Coach Jon August 4Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 23 views 2 comments 2 points Most recent by RTK August 4Feature Requests
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  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 57 views 6 comments 0 points Most recent by Coach Natalie August 4Adding and Updating Accounts
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 12 views 0 comments 1 point Started by MishaM August 4 Feature Requests
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  Multi-currency support

  Answered ✓ Closed ROS 82 views 4 comments 0 points Most recent by Coach Kristina August 2Quicken Business & Personal Feedback
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  Truist and Balance with Pending

  Closed Mike2023 33 views 2 comments 0 points Most recent by Mike2023 August 2Adding and Updating Accounts
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 103 views 10 comments 0 points Most recent by SRC54 August 1Feedback
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  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 13 views 1 comment 5 points Most recent by MishaM July 31Feature Requests
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  Unable to add PayPal Savings (edited)

  Closed douglastgraham 82 views 4 comments 0 points Most recent by rwhoppe July 30Adding and Updating Accounts
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  Simplifi Insists that my Checking Account is a Brokerage... Workaround? (edited)

  Closed AndyB 24 views 2 comments 0 points Most recent by AndyB July 28Feedback
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 136 views 10 comments 0 points Most recent by Dick_Davis July 27Adding and Updating Accounts
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  Track rewards/bonus/limit details of credit cards

  Closed Duncan 24 views 1 comment 2 points Most recent by Coach Natalie July 25Feedback
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 70 views 4 comments 0 points Most recent by SRC54 July 25Getting Started
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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 24 views 2 comments 0 points Most recent by Coach Jon July 23Adding and Updating Accounts
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  Robinhood: categorize Individual cash as Cash and not investment

  Closed Elllatrav 25 views 2 comments 0 points Most recent by Elllatrav July 22Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Damon Green 25 views 1 comment 0 points Most recent by Coach Jon July 22Adding and Updating Accounts
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 39 views 1 comment 4 points Most recent by caution493 July 22Feature Requests
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  Wells Fargo account can't update Care code: FDP-350 (edited)

  Closed Mook Mook 42 views 1 comment 0 points Most recent by Coach Kristina July 20Adding and Updating Accounts
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  "Service is currently unavailable" icon next to accounts (edited)

  Closed PhilS 215 views 15 comments 3 points Most recent by Coach Jon July 18Adding and Updating Accounts
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  Correct Setting for an Account that downloads Balance that already includes pending transactions

  Answered ✓ Closed SRC54 74 views 14 comments 0 points Most recent by SRC54 July 18Adding and Updating Accounts
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  Double-subtracting pending transactions for balance -- USAA Bank

  Closed DryHeat 99 views 11 comments 0 points Most recent by DryHeat July 16Troubleshooting
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 33 views 5 comments 0 points Most recent by Coach Jon July 16Adding and Updating Accounts
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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 112 views 4 comments 7 points Most recent by Coach Natalie July 16Feature Requests
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  Running Balance Column

  Closed MoreCoffee 26 views 3 comments 1 point Most recent by Coach Jon July 14Feedback
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  PayPal Balance will not show up Quicken Simplifi Business & Personal (edited)

  Closed Anastasia Franco 33 views 4 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts
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  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 35 views 6 comments 0 points Most recent by JCBFranklin July 10Adding and Updating Accounts
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 10Feedback
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  Northwestern Mutual balance doesn't appear in the Accounts List (edited)

  Closed Jeannette 12 views 1 comment 0 points Most recent by Coach Jon July 10Adding and Updating Accounts