Hiding Chase accounts

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kac00
kac00 Member
edited May 7 in Adding and Updating Accounts

Hi,

When adding Chase accounts, part of the dialog is (paraphrased) "you have to select the box to add all your chase accounts… but you can hide them later in Simplifi". I am unable to see where to hide them. I can close them and then not display closed accounts… but I don't know if this is what I want to do?

The accounts I want to hide are my teenage child's checking and savings accounts. They show up in my list of accounts (because teenager) but I want to exclude them from my tracking.

Am I missing something? What is the best way to handle this for my use case? Thanks for any suggestions.

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  • kac00
    kac00 Member
    Answer ✓
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    Hi,

    So I ended up "resetting connection" on the Chase accounts. That gave me the dialog to choose which ones to include in Simplifi. At this point the unwanted accounts were still there but no longer linked so I deleted them.

    So for me, resetting the connection worked. Would still like to see the ability to hide accounts like I was able to in desktop Quicken.

    Thanks,

    Keith

  • Coach Kristina
    Coach Kristina Moderator admin
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    Hello @kac00,

    I'm glad to hear you were able to remove the accounts you did not want showing in your Quicken Simplifi. You're not the only one who would like to have the ability to hide any account. I'd recommend adding your vote and a comment to this Idea Post:

    https://community.simplifimoney.com/discussion/6051/add-the-ability-to-hide-any-account

    Ideas that get enough votes may be implemented in the future!

    -Coach Kristina

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