Accounts

Discussion List

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  Checking accounts are often not current even after multiple updates (edited)

  Closed MareBear 32 views 1 comment 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 1.7K views 58 comments 208 points Most recent by quick username November 2025Feature Requests
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  Chase Amazon card and PNC Bank rewards card showing credits instead of balances (edited)

  Closed mthoman1 31 views 3 comments 0 points Most recent by DryHeat November 2025Adding and Updating Accounts
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  New Financial Institution - WorkSaveRetire

  Active budgetm8 1 view 0 comments 2 points Started by budgetm8 November 2025 Feature Requests
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  [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts

  Coach Natalie 1.8K views 3 comments 9 points Most recent by Coach Jon November 2025Current Online Banking Issues
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  Account list in Settings no longer alphabetically ordered (again)

  ejs 80 views 8 comments 1 point Most recent by SRC54 November 2025Report a Bug
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  Amex HYS $0 Balance (edited)

  Closed quickdave 106 views 6 comments 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1K views 26 comments 66 points Most recent by J_M_F November 2025Feature Requests
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  Gemini account not linking credit card

  Closed GF-2025 925 views 55 comments 6 points Most recent by GF-2025 November 2025Adding and Updating Accounts
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  Citi Shop Your Way Migration Broken

  Closed Mike472782 128 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Add Projected Cash Flow to the headers in the Accounts List (edited)

  Active RobWilk 11 views 0 comments 3 points Started by RobWilk November 2025 Feature Requests
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  Transaction registers: we'd love your input

  Closed Quicken Kirby 772 views 24 comments 0 points Most recent by Coach Natalie November 2025Feedback
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  MidwestOne Bank Pending Transactions - Counted as the opposite type in "Bank Balance"

  Closed y0xn9xds 44 views 3 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 413 views 22 comments 0 points Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  I am frustrated with this product

  Closed dmherm 72 views 5 comments 0 points Most recent by SRC54 November 2025Feedback
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  Will quicken simplify do automated reconciliations of linked personal bank and credit card accounts,

  Answered ✓ Closed M0neyM@n 58 views 1 comment 0 points Most recent by SRC54 November 2025Getting Started
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  Morgan Stanley Line of Credit Always Shows Zero Balance

  Closed SashaMike 275 views 33 comments 0 points Most recent by smuzumdar October 2025Adding and Updating Accounts
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  Coinbase Credit Card

  Closed iakoubtchik 114 views 7 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Not all fidelity accounts are able to be connected

  Closed CZC 44 views 3 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  How to get loan payment transactions in both checking and loan accounts?

  Answered ✓ Closed gern 46 views 2 comments 0 points Most recent by DryHeat October 2025Managing Your Transactions
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  Merged: Spending plan per account

  Closed ternthefern 11 views 0 comments 1 point Most recent by DryHeat October 2025Feature Requests
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  Manual Vehicle asset value changed to negative value

  Closed MikeZ 52 views 7 comments 0 points Most recent by MikeZ October 2025Adding and Updating Accounts
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  "You have already added all your accounts" message with Amex

  Closed System 81 views 17 comments 0 points Most recent by SRC54 October 2025Adding and Updating Accounts
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  Empower cash accounts show a $0 balance (edited)

  Closed joda2021 185 views 23 comments 0 points Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  HealthEquity HSA Investment Account no longer updates, cannot add

  Closed briany 1.6K views 33 comments 1 point Most recent by Coach Jon October 2025Adding and Updating Accounts
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  HSA Bank Investment Account Not Showing Up To Add

  Closed timwmson 1.1K views 53 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Is it possible to rearrange the order of accounts within an institution? (edited)

  Answered ✓ Closed Geno 52 views 3 comments 0 points Most recent by RobWilk October 2025Getting Started
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  FDP-106 Space Coast Credit Union

  Closed Travis B. 46 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 54 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests