Accounts

Discussion List

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  Incorrect balance in Simplifi (edited)

  Closed sunflowermom 60 views 4 comments 0 points Most recent by Flopbot June 15Adding and Updating Accounts
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  Manual Transaction Not Working to Change Manual Account Balance (edited)

  Closed SJ52 44 views 1 comment 0 points Most recent by Coach Jon June 14Troubleshooting
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  Re-arrange Accounts List (edited)

  Answered ✓ Closed SJ52 38 views 1 comment 0 points Most recent by Coach Natalie June 14Feedback
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  When will Charles Schwab Employee Benefit Accounts connection come back?

  Answered ✓ Closed evenfurthermore 42 views 1 comment 0 points Most recent by Coach Jon June 13Adding and Updating Accounts
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  Ameritas Retirement balance disappeared

  Closed Ant-Money 45 views 6 comments 0 points Most recent by Ant-Money June 13Adding and Updating Accounts
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  Can't connect to my banks...

  Closed Solringer 97 views 1 comment 0 points Most recent by Coach Jon June 11Adding and Updating Accounts
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  Merged: Notes & Fee and Other Info for Accounts

  LakGoy 8 views 0 comments 3 points Started by LakGoy June 11 Feature Requests
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 35 views 2 comments 4 points Most recent by Coach Natalie June 10Feature Requests
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  Stifel balance issues continued

  Closed fredct 64 views 2 comments 0 points Most recent by fredct June 10Adding and Updating Accounts
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  Best Practice way of Adding and Tracking HSA

  Closed tribexx 139 views 2 comments 0 points Most recent by Coach Natalie June 10Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 19 views 1 comment 1 point Most recent by Coach Natalie June 10Feature Requests
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  Unable to add Robinhood Spending/Checking Account

  Closed ts8 532 views 17 comments 0 points Most recent by ts8 June 10Adding and Updating Accounts
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  Merged: workaround for 2FA accounts? sync on demand or on schedule

  pixel 10 views 0 comments 3 points Started by pixel June 9 Feature Requests
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 35 views 1 comment 4 points Most recent by mrchin932 June 9Feature Requests
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  Option for manual accounts to always force balance to $0 (edited)

  Active alkaboy 61 views 7 comments 1 point Most recent by Coach Jon June 7Feature Requests
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  Incorrect account balance (again)

  Closed Bernardo 212 views 5 comments 0 points Most recent by Coach Jon June 7Report a Bug
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  How to delete duplicate account

  Answered ✓ Closed DavidB 63 views 2 comments 0 points Most recent by DavidB June 5Adding and Updating Accounts
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  FDP-107 error with Lending Club

  Closed NeoIsTaken 27 views 2 comments 0 points Most recent by Coach Jon June 4Adding and Updating Accounts
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  Link account with Google Sheets

  Active Marcin 36 views 0 comments 2 points Started by Marcin June 3 Feature Requests
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  The Standard Retirement Plan Market Value Missing

  Closed cthomp 71 views 2 comments 0 points Most recent by Rick_B June 3Adding and Updating Accounts
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  https://www.ubs.com/onesource/txn - not working

  Closed klarosa 31 views 1 comment 0 points Most recent by Coach Kristina June 2Adding and Updating Accounts
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  add https://www.bmoinvestorline.com/

  Closed ariwolph 19 views 1 comment 1 point Most recent by Coach Kristina June 2Adding and Updating Accounts
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  Add Zillow to Track Property Value (2 Merged Votes)

  Completed Closed zgarretson 16.2K views 218 comments 50 points Most recent by Coach Natalie May 31Feature Requests
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  Unable to connect Ally Loan account - Sold to Synchrony

  Closed ConBow 238 views 5 comments 0 points Most recent by Coach Jon May 30Adding and Updating Accounts
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  Unable to add Wells Fargo credit card account (edited)

  Closed PixiePower 590 views 17 comments 0 points Most recent by Coach Jon May 29Adding and Updating Accounts
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  So close to swearing loyalty to quicken

  Closed jkidd22 90 views 3 comments 0 points Most recent by Coach Natalie May 29Feedback
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  Unable to connect to Edward Jones Canada account Care Code FDP-105 (edited)

  Closed HWanless 155 views 22 comments 0 points Most recent by HWanless May 29Adding and Updating Accounts
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  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 180 views 2 comments 0 points Most recent by Coach Natalie May 28Known Product Issues
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  USAA Checking Balance $0.00

  Closed ChrisseyP 115 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts