Accounts

Discussion List

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  Account balances are still doubled (edited)

  Closed garrettabel 132 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 86 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 332 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 13 views 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 31 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 79 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 329 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 133 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 165 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 205 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 2.5K 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 82 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 129 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 20 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 18 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 27 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 441 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 174 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  Closed eecalo 47 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Ability to use more than one account for Recurring Series (edited)

  Active 20THOR18 88 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests
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  Transactions Question

  Answered ✓ Closed lynchbro 30 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 42 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  Active mollyj 96 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 40 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 466 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 54 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 108 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts