Accounts

Discussion List

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  Incorrect $0 balance for PayPal

  Closed System 662 views 25 comments 0 points Most recent by Coach Natalie March 6Adding and Updating Accounts
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  "Disconnected" Chase credit card account not offering existing acct when I try to Reset connection

  Closed DRenee 52 views 1 comment 0 points Most recent by SRC54 March 1Adding and Updating Accounts
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  Closed TaWa 463 views 29 comments 0 points Most recent by TaWa March 1Adding and Updating Accounts
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  Please Add Account Reconciliation (edited)

  Closed DDonnell 143 views 5 comments 0 points Most recent by SRC54 February 27Quicken Business & Personal Feedback
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  Zero balance for manual liability account (edited)

  Closed mizwhyt 91 views 11 comments 0 points Most recent by DryHeat February 27Troubleshooting
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  Transfers to Apple Savings account causes a balance discrepancy while pending (edited)

  Closed darrylvoss 65 views 2 comments 0 points Most recent by SRC54 February 26Report a Bug
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  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 1.3K views 56 comments 113 points Most recent by Regliner February 26Feature Requests
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  Merged: All Accounts on dashboard to default collapsed instead of expanded

  Closed Regliner 1 view 0 comments 1 point Most recent by Regliner February 26Feature Requests
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  Account balances are still doubled (edited)

  Closed garrettabel 111 views 12 comments 0 points Most recent by Coach Jon February 25Report a Bug for Quicken Business & Personal
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  Manual Investment Account Balance Different Between Accounts List and Portfolio (edited)

  Closed pastchief8 61 views 5 comments 0 points Most recent by Coach Jon February 25Adding and Updating Accounts
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  can't add Etrade Bank CD

  Closed jterning 272 views 8 comments 0 points Most recent by Coach Jon February 24Adding and Updating Accounts
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  I have a manual account, Other Asset, that still shows a $0.00 balance

  Closed System 1 view 2 comments 0 points Most recent by Coach Kristina February 22Report a Bug
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  Can we apply an exchange rate for an account?

  Closed SROBERTS 22 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 62 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  HealthEquity HSA Investment Account Missing

  Closed aqua 292 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Closed Bill N 112 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 141 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  Simplifi won't add an RSU account with Fidelity (edited)

  Closed Mortimer Duke 171 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 2.3K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
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  When Simplifi's and the Bank's Balances Differ?

  Closed Mortimer Duke 62 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Merging investment accounts

  Answered ✓ Closed Cinna 101 views 3 comments 0 points Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 1 view 0 comments 1 point Most recent by mjrmotion February 13Feature Requests
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  Principal Financial Group account not pulling current balance

  Closed adh289 12 views 1 comment 0 points Most recent by Coach Natalie February 12Adding and Updating Accounts
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  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 11 views 0 comments 3 points Most recent by hyandow February 12Feature Requests
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  Show the different savings goals under accounts view

  Closed user5626 12 views 1 comment 0 points Most recent by Coach Natalie February 10Using Savings Goals
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  PHH Mortgage $0 Loan Balance (edited)

  Closed Duke0486 381 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered ✓ Closed dc2psguy 151 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts