Accounts

Discussion List

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  American Express High Yield Savings Account - Not Linking to Simplifi

  Answered ✓ Lance 353 views 38 comments 0 points Most recent by Coach Natalie 7:20PMAdding and Updating Accounts
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  Balance with pending is inaccurate (edited)

  CamperWill 23 views 1 comment 0 points Most recent by Coach Natalie 7:19PMAdding and Updating Accounts
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  61
  Ability to Hide Accounts [edited] (2 Merged Vote)

  In Progress rdws 1.1K views 44 comments 61 points Most recent by ZCMC1066 June 3Feature Requests
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  Limit Spending Plan to Certain Accounts?

  Answered Diver4242 11 views 4 comments 0 points Most recent by Diver4242 June 2Using the Spending Plan
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  Edit Pending Settings link is non-functional on mobile web browser (edited)

  ajbopp 81 views 11 comments 0 points Most recent by Coach Natalie June 1Report a Bug
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  5

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  Show Institution Names on Dashboard/Account List (edited)

  Active johnb 45 views 5 comments 5 points Most recent by DannyB May 31Feature Requests
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  Fidelity Pending Transactions/Balance?

  Answered Diver4242 14 views 1 comment 0 points Most recent by Coach Natalie May 31Adding and Updating Accounts
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  No updates to manual account balance

  Answered MikeK83 11 views 1 comment 0 points Most recent by Coach Natalie May 31Getting Started
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  Use Simplifi without linking bank accounts

  Answered BobE 21 views 2 comments 0 points Most recent by Coach Natalie May 31Getting Started
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  Hybrid Bank/Investing Account Type

  Active cdorsi 10 views 0 comments 1 point Started by cdorsi May 31 Feature Requests
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  How to add annuities?

  Answered Diver4242 33 views 3 comments 0 points Most recent by Coach Natalie May 30Adding and Updating Accounts
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  Remember the expanded/collapsed state for the Projected Cash Flow section.

  Active kai4387 60 views 4 comments 13 points Most recent by RobWilk May 29Feature Requests
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  Sort problem connections to the top of Account List

  Active sabrinablue 8 views 2 comments 2 points Most recent by Coach Natalie May 24Feature Requests
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  24

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  Active EL1234 179 views 9 comments 24 points Most recent by habrams99 May 18Feature Requests
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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 43 views 3 comments 4 points Most recent by SanMarzano May 17Feature Requests
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  27

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  Ability to reconcile accounts [edited] (1 Merged Vote)

  Active jason518 782 views 35 comments 27 points Most recent by RobWilk May 16Feature Requests
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  36

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  Separate column for check number

  Active bowgy4 414 views 23 comments 36 points Most recent by GreenSpring May 16Feature Requests
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  1
  Bank Balance vs Balance with Pending per account

  Already Offered roscoevm 19 views 1 comment 1 point Most recent by Coach Natalie May 5Feature Requests
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 19 views 4 comments 7 points Most recent by Coach Natalie May 5Feature Requests
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  HSA Classification

  Closed cw12 28 views 2 comments 0 points Most recent by Coach Natalie May 1Feedback
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 81 views 2 comments 9 points Most recent by bcrossman May 1Feature Requests
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  Let Me Categorize and Organize My Accounts However I Like [edited] (10 Merged Votes)

  Active barryh 286 views 16 comments 31 points Most recent by cw12 April 29Feature Requests
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  Show a breakdown of what Savings Goals an account has contributed to in Account Balances (edited)

  Active CharlesStello 47 views 5 comments 5 points Most recent by TommyMac April 25Feature Requests
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  Hiding closed accounts

  Closed farid 37 views 1 comment 0 points Most recent by RobWilk April 20Feedback
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 21 views 1 comment 3 points Most recent by RobWilk April 19Feature Requests
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  Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

  Active syrilmathai 56 views 10 comments 7 points Most recent by EL1234 April 17Feature Requests
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  28

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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 164 views 14 comments 28 points Most recent by Michelle Carlson April 11Feature Requests
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  Wex HSA only comes up as Investmemnts, not savings

  Answered ✓ Closed tedforthewin 31 views 1 comment 0 points Most recent by Coach Natalie April 10Adding and Updating Accounts