Accounts

Discussion List

• 
  35

  Up Down
  Ability to Hide Accounts [edited] (1 Merged Vote)

  Active rdws 138 views 11 comments 35 points Most recent by Jro3317 January 21Feature Requests
• 
  15

  Up Down
  Separate column for check number

  Active bowgy4 82 views 3 comments 15 points Most recent by SlackerDad January 13Feature Requests
• 
  manually added account doesn't appear under Transfer category

  Accepted Answer Jonathan 14 views 2 comments 0 points Most recent by Jonathan January 7Troubleshooting
• 
  6

  Up Down
  Add Notes and Credit Limits to Accounts [edited] (3 Merged Votes)

  Active seascorpio82 68 views 5 comments 6 points Most recent by Jrmclean January 5Feature Requests
• 
  Insured Banking account through Edward Jones

  krispybenjamins 9 views 1 comment 0 points Most recent by Coach Natalie December 2021Adding and Updating Accounts
• 
  Need to see "view only" schwab accounts

  CShek 29 views 4 comments 0 points Most recent by Coach Natalie December 2021Adding and Updating Accounts
• 
  12

  Up Down
  Ability to reconcile accounts (edited)

  Active jason518 229 views 18 comments 12 points Most recent by SZR December 2021Feature Requests
• 
  10

  Up Down
  Let Me Categorize and Organize My Accounts However I Like [edited] (10 Merged Votes)

  Active barryh 88 views 8 comments 10 points Most recent by SRC54 December 2021Feature Requests
• 
  6

  Up Down
  Ability to manage and track details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 39 views 1 comment 6 points Most recent by cfoxcvg December 2021Feature Requests
• 
  2

  Up Down
  Add default account view options (edited)

  Active Jedp 22 views 1 comment 2 points Most recent by Sstrico November 2021Feature Requests
• 
  2

  Up Down
  Add an Indicator for Unreviewed Transactions in the Accounts List in left-hand pane (edited)

  Active perrynmyers 13 views 3 comments 2 points Most recent by Coach Natalie November 2021Feature Requests
• 
  Transfer Money from Simplifi to an External Business Account

  Accepted Answer Closed Flopbot 32 views 1 comment 0 points Most recent by Coach Natalie November 2021Managing your Transactions
• 
  12

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

  Active EL1234 86 views 6 comments 12 points Most recent by WBS November 2021Feature Requests
• 
  1

  Up Down
  Add an option for "All" and "None" when using Filters (edited)

  Active Rkg 13 views 0 comments 1 point Started by Rkg November 2021 Feature Requests
• 
  5
  Automatic Car Value Tracking

  In Progress barryh 56 views 2 comments 5 points Most recent by iberamen November 2021Feature Requests
• 
  41
  Add Zillow to Track Property Value (2 Merged Votes)

  In Progress zgarretson 1K views 33 comments 41 points Most recent by iberamen November 2021Feature Requests
• 
  Asset Syncs - Kelley Blue Book and Zillow

  Closed Mr. Williams 35 views 1 comment 4 points Most recent by Coach Natalie November 2021Feedback
• 
  95% of the way to being the best personal finance tool

  Closed rcortez 30 views 1 comment 0 points Most recent by Coach Natalie October 2021Feedback
• 
  6

  Up Down
  New Account Type: Gift Card

  Active EL1234 22 views 4 comments 6 points Most recent by asubbaiyanprof October 2021Feature Requests
• 
  8

  Up Down
  Show Last 4 Digits of Account Numbers & Last Sync Date [edited] (13 Merged Votes)

  Active RSKadish 65 views 9 comments 8 points Most recent by Zephas September 2021Feature Requests
• 
  Manual Accounts - Changes to Account Name, Type Not Saving

  Closed purdnost 14 views 2 comments 0 points Most recent by Coach Natalie September 2021Report a Bug
• 
  Mobile App - Account Totals Way Off

  Closed purdnost 9 views 1 comment 0 points Most recent by Coach Natalie September 2021Report a Bug
• 
  Do Manually Managed Debt Accounts Currently Serve a Purpose?

  Accepted Answer purdnost 37 views 3 comments 1 point Most recent by Coach Natalie September 2021Getting Started
• 
  Mobile App - Add Manual Account Defaults to Previous Day

  purdnost 17 views 6 comments 0 points Most recent by purdnost September 2021Report a Bug
• 
  7

  Up Down
  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 73 views 3 comments 7 points Most recent by purdnost September 2021Feature Requests
• 
  2

  Up Down
  Ability to exclude prior data when connecting accounts (edited)

  Active Jen 10 views 0 comments 2 points Started by Jen September 2021 Feature Requests
• 
  You can now disable Simplifi from counting pending transactions towards your balance!

  Closed Coach Natalie 68 views 0 comments 0 points Started by Coach Natalie August 2021 Updates From the Product Team
• 
  Tracking AmEx Primary & Supplementary Credit Card Transactions?

  Accepted Answer Closed 5impl5abi 34 views 4 comments 0 points Most recent by 5impl5abi August 2021Adding and Updating Accounts
• 
  Issues with creating/adding Assets to track

  Closed tapierce 11 views 3 comments 0 points Most recent by tapierce August 2021Report a Bug
• 
  1

  Up Down
  Ability to Reopen Closed Accounts (edited)

  Active SZR 10 views 0 comments 1 point Started by SZR August 2021 Feature Requests