Accounts

Discussion List

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  Data not refreshing for Citi Bank

  Closed vipsclt 38 views 5 comments 0 points Most recent by Coach Kristina January 18Adding and Updating Accounts
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  Lost my accounts

  Closed EdCallahan 37 views 2 comments 0 points Most recent by SRC54 January 17Adding and Updating Accounts
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  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  Closed danielkeisling 70 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 136 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
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  Where did the Acorns UTMA connection go?

  Closed Brett Garwood 5 views 1 comment 0 points Most recent by Coach Natalie January 15Adding and Updating Accounts
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 42 views 2 comments 7 points Most recent by Coach Natalie January 14Feature Requests
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  17
  Automatic Car Value Tracking

  Completed Closed barryh 4.2K views 89 comments 17 points Most recent by odrocs January 13Feature Requests
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 127 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  Closed subiemat 57 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Unable to add Movement Mortgage (FDP-155)

  Closed vipsclt 26 views 5 comments 1 point Most recent by Coach Natalie January 12Adding and Updating Accounts
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  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 10Adding and Updating Accounts
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  UAS Connect Account connecting but showing $0 balance

  Closed mscemcee 49 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
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  US Bank Credit Cards with Zero Balance

  Closed nrp06 9 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
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  Loan Balance Now Shows Negative - Thanks For Fixing

  Closed MikeZ 13 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
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  Help connecting two sets of accounts with Fidelity (edited)

  Closed vmorgs 25 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Incorrect Manual Account Balance

  Closed Israel 96 views 7 comments 0 points Most recent by Israel January 6Adding and Updating Accounts
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  Is there a way to show a positive balance as negative? (edited)

  Closed Jeeves 29 views 1 comment 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Closed Eman321 54 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
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  Running Balance Column [edited] (3 Merged Votes)

  Declined Closed myf 1.6K views 66 comments 31 points Most recent by Frustrated January 5Feature Requests
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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 77 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution or Biller
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  Spending Plan should include existing account balances

  Closed Joe M 21 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 103 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  Wells Fargo self investment account (Wellstrade) showing zero balance

  Closed nrp06 32 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Home Value Change is not a Transaction

  Closed e39e60 13 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  GreenState Credit Union - Bank Balance shown as Positive when it should be negative (edited)

  Closed Jeeves 61 views 6 comments 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Add a section of Starred/Favorite Accounts in the Accounts List (edited)

  Active EL1234 23 views 3 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 444 views 8 comments 20 points Most recent by mattysoup December 2025Feature Requests
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  No "Keep this account separate" in Quicken Simplifi

  Closed sgordet 28 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback
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  Empower - pension and HSA not pulled in

  Closed System 26 views 2 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts