Accounts

Discussion List

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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 21 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 55 views 2 comments 0 points Most recent by RobWilk September 2025Troubleshooting
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 56 views 4 comments 11 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 33 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 11 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 539 views 55 comments 108 points Most recent by Coach Natalie September 2025Feature Requests
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  Zion Bank (NSBank) showing positive loan balance under Liabilities

  Closed tjayreed 22 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Erroneous balance on manual account

  Closed oldit51 55 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts
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  Impact 401(K) (Principal Financial Group) - How to link to existing account?

  Answered ✓ Closed TubinCubin 67 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Forecast credit card interest in Projected Cash Flow (edited)

  Active RobWilk 21 views 2 comments 1 point Most recent by Jenny T September 2025Feature Requests
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  Manual accounts amount can no longer be changed on mobile app

  Closed MelanieS 13 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  I need Account Balance as of a prior date

  Closed oldit51 42 views 3 comments 0 points Most recent by oldit51 September 2025Using Reports
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 11 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Manual adding for Savings Goals

  Closed Sarahmaeb11 57 views 4 comments 1 point Most recent by Dick_Davis September 2025Using Savings Goals
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.6K views 60 comments 60 points Most recent by Coach Kristina September 2025Feature Requests
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  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 83 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Fidelity Cash Management Accounts -- can only categorize as "Investments"?

  Answered ✓ Closed Vulpes 79 views 3 comments 0 points Most recent by SRC54 September 2025Adding and Updating Accounts
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  Statement Reconciliation Work Around

  Closed Dick_Davis 101 views 3 comments 1 point Most recent by Dick_Davis September 2025Share your Success!
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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 13 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  Persistent 324 error with Fidelity (edited)

  Closed FBOL 1.1K views 84 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 41 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions
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  Account & Category Naming – One Approach

  Closed Dick_Davis 44 views 2 comments 3 points Most recent by Dick_Davis August 2025Share your Success!
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  Net worth report not matching All accounts net worth

  Closed EMAW_fan 64 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
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  Account Adding and Changing Manual to Online (edited)

  Closed Dick_Davis 33 views 2 comments 0 points Most recent by Dick_Davis August 2025Adding and Updating Accounts
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  Ascensus FDP-103 error (edited)

  Closed pwhitt 125 views 4 comments 0 points Most recent by npcheshire August 2025Adding and Updating Accounts
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 65 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
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  Merged: Can the Gemini Credit Card Link to Simplifi?

  Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 21 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 44 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

  Closed nmcmahon1215 105 views 15 comments 0 points Most recent by wrankin August 2025Adding and Updating Accounts