Accounts

Discussion List

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  Citi Shop Your Way Migration Broken

  Closed Mike472782 148 views 11 comments 1 point Most recent by Coach Natalie November 2025Adding and Updating Accounts
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  3

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  Add Projected Cash Flow to the headers in the Accounts List (edited)

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

  Closed Quicken Kirby 774 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 46 views 3 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 77 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 71 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 296 views 33 comments 0 points Most recent by smuzumdar October 2025Adding and Updating Accounts
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  Coinbase Credit Card

  Closed iakoubtchik 154 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 48 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 77 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 55 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 87 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 203 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 1.7K 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 57 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. 62 views 5 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
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  5

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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 66 views 2 comments 5 points Most recent by DannyB October 2025Feature Requests
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  American Express (Cannot Add New Credit Card Account) - FDP-401 [edited]

  Closed Mysterio 106 views 4 comments 0 points Most recent by Mysterio October 2025Adding and Updating Accounts
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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 97 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  113

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  Add an HSA Investment account type (edited)

  In Review MDG39518 1K views 22 comments 113 points Most recent by Marquette42 October 2025Feature Requests
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  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 74 views 9 comments 1 point Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Incorrect balance in manual account

  Closed ejs 169 views 17 comments 0 points Most recent by DryHeat October 2025Adding and Updating Accounts
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  6

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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 42 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  Manual Account Balance doesn’t add up with transaction

  Closed everydave 160 views 10 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
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  10

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  Add 457b Retirement Account Type (edited)

  Active Domino82 150 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
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  Missing Cenlar FSB Mortgage Accounts (edited)

  Closed MattyBEsq 93 views 3 comments 1 point Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Chase Bank: Child account no longer syncing

  Closed zmaniacz 474 views 33 comments 1 point Most recent by zmaniacz October 2025Adding and Updating Accounts