Accounts

Discussion List

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  Does the account-specific Balance Type setting actually do anything?

  bob303727 217 views 22 comments 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Please add OpenBank by Santander

  Active StephenB 907 views 38 comments 48 points Most recent by Coach Jon January 6Report Missing Financial Institution
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  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 29 views 1 comment 4 points Most recent by ChrisWT314 January 6Feature Requests
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  Help connecting two sets of accounts with Fidelity (edited)

  vmorgs 21 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
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  Major bug with closed brokerage and loan accounts

  nrp06 70 views 12 comments 0 points Most recent by Coach Natalie January 6Troubleshooting
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  Incorrect Manual Account Balance

  Israel 56 views 7 comments 0 points Most recent by Israel January 6Adding and Updating Accounts
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 143 views 28 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Is there a way to show a positive balance as negative? (edited)

  Answered Jeeves 12 views 1 comment 0 points Most recent by Coach Natalie January 5Troubleshooting
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  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Eman321 27 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
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  31
  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.4K views 66 comments 31 points Most recent by Frustrated January 5Feature Requests
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  Some Amex accounts are not being discovered

  System 339 views 33 comments 1 point Most recent by Coach Natalie January 5Adding and Updating Accounts
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 368 views 30 comments 38 points Most recent by Craig1974 January 4Feature Requests
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  Unable to add Movement Mortgage (FDP-155)

  vipsclt 7 views 1 comment 1 point Most recent by Coach Kristina January 4Adding and Updating Accounts
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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 71 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution
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  Spending Plan should include existing account balances

  Joe M 11 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  15

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  Color coding tags/categories/accounts (edited)

  Active shinyllama 107 views 4 comments 15 points Most recent by TwelveSilverPennies January 3Feature Requests
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  Fidelity HSA account no longer added to Simplifi

  mariafed 20 views 1 comment 0 points Most recent by Coach Natalie January 2Adding and Updating Accounts
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  Wells Fargo self investment account (Wellstrade) showing zero balance

  nrp06 13 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Home Value Change is not a Transaction

  e39e60 12 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  danielkeisling 18 views 1 comment 0 points Most recent by Coach Kristina December 2025Managing Your Transactions
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  GreenState Credit Union - Bank Balance shown as Positive when it should be negative (edited)

  Jeeves 43 views 6 comments 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Simplera 43 views 6 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Refund Reminder Card Displays on All Accounts

  Charles Collins 146 views 14 comments 0 points Most recent by Jbweb316 December 2025Report a Bug
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  Add a section of Starred/Favorite Accounts in the Accounts List (edited)

  Active EL1234 21 views 3 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 421 views 8 comments 18 points Most recent by mattysoup December 2025Feature Requests
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  No "Keep this account separate" in Quicken Simplifi

  sgordet 19 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback
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  Empower - pension and HSA not pulled in

  System 22 views 2 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Affinity Federal Credit Union HELOC no longer provides accurate balance

  user12 12 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  16
  Automatic Car Value Tracking

  Completed barryh 4K views 87 comments 16 points Most recent by RobWilk December 2025Feature Requests
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  How do I remove an asset account? (edited)

  Answered ✓ Warpath 27 views 3 comments 0 points Most recent by Warpath December 2025Adding and Updating Accounts