Accounts

Discussion List

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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 508 views 42 comments 45 points Most recent by FlyingAround 2:01AMFeature Requests
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  [UPDATED] 1/26/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals

  Announcement Coach Janean 5.6K views 4 comments -2 points Most recent by Coach Janean January 26Known Product Issues
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  Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited)

  Oogway 1.3K views 209 comments 1 point Most recent by DryHeat January 26Report a Bug
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  Balance Type Reset on all of my accounts

  pastchief8 20 views 2 comments 0 points Most recent by pastchief8 January 26Adding and Updating Accounts
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  Some Amex accounts are not being discovered

  System 471 views 38 comments 1 point Most recent by Coach Jon January 26Adding and Updating Accounts
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  Merged: Assets (Including Savings Goals) Doubled Overnight (01/22/2026)

  Closed TiggerTrainer 778 views 0 comments 2 points Most recent by aariana January 26Report a Bug
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  Please add OpenBank by Santander

  Active StephenB 1.1K views 54 comments 53 points Most recent by deaniely January 25Report Missing Financial Institution
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  CareCredit returning a fdp-102 error

  mscemcee 11 views 1 comment 0 points Most recent by Coach Kristina January 25Adding and Updating Accounts
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 56 views 11 comments 0 points Most recent by Coach Kristina January 24Adding and Updating Accounts
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  Principal 401K balance value always behind by 2 days

  rjg5060 14 views 2 comments 0 points Most recent by rjg5060 January 24Adding and Updating Accounts
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  Adding a Cash Management Account to "Accounts"

  Answered Dmenk60 13 views 1 comment 0 points Most recent by SRC54 January 24Adding and Updating Accounts
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  Exporting account balance history?

  Answered ejs 11 views 1 comment 0 points Most recent by Coach Jon January 24Adding and Updating Accounts
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  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 42 views 2 comments 8 points Most recent by bob303727 January 23Feature Requests
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 243 views 35 comments 0 points Most recent by Coach Jon January 23Troubleshooting
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  Merged: Simplifi Balances on Manual Accounts not showing (V4.91.0)

  Closed Dick_Davis 4 views 0 comments 0 points Most recent by DryHeat January 23Adding and Updating Accounts
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  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Active disc2120 15 views 0 comments 1 point Started by disc2120 January 23 Feature Requests
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  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 6 views 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
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  AMEX HYSA ZERO balance yet again ...

  quickdave 32 views 5 comments 0 points Most recent by Coach Jon January 22Adding and Updating Accounts
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  Sure401k Broken Since August 2025 - FDP-155 (edited)

  exabrial 20 views 5 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  TaWa 56 views 12 comments 0 points Most recent by Coach Jon January 21Adding and Updating Accounts
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  PayPal - Missing Credit Account (edited)

  Monizrr 2K views 80 comments 3 points Most recent by taxman3349 January 20Adding and Updating Accounts
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  Imagine Mastercard - FDP 155 error (edited)

  EnchantedLedger 11 views 1 comment 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Freedom Mortgage now Works but Account Balance is Positive

  BlurrVT 81 views 9 comments 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Support for Nibbles Credit Card

  Active supermatthew 8 views 0 comments 1 point Started by supermatthew January 20 Report Missing Financial Institution
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  iPad App: Ability to Collapse the Accounts List in the Transactions View (edited)

  DGAzr 35 views 3 comments 3 points Most recent by DGAzr January 19Feature Requests
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  Data not refreshing for Citi Bank

  vipsclt 32 views 5 comments 0 points Most recent by Coach Kristina January 18Adding and Updating Accounts
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  Lost my accounts

  EdCallahan 34 views 2 comments 0 points Most recent by SRC54 January 17Adding and Updating Accounts
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  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  danielkeisling 43 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
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  Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 835 views 40 comments 80 points Most recent by TimValverde January 16Feature Requests
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  nrp06 113 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting