Accounts

Discussion List

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  Why does Bank Balance include transactions in Simplifi that aren't known by my bank yet?

  Answered Jeannette 41 views 5 comments 0 points Most recent by Coach Natalie January 30Adding and Updating Accounts
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  3.72 broke loan current balance?

  MrGood 41 views 4 comments 0 points Most recent by Coach Natalie January 30Report a Bug
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  [RESOLVED] 1/20/23: Connected loan accounts are showing an incorrect or $0 balance on the Web App

  Closed Coach Natalie 54 views 1 comment 0 points Most recent by Coach Natalie January 26Known Product Issues
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  Running Balance

  J_K2023 39 views 5 comments 1 point Most recent by ZenDog January 24Feedback
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  Please delete my account

  asdf awertf afdsg 17 views 1 comment 0 points Most recent by Coach Natalie January 23Troubleshooting
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  17

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

  Active RSKadish 148 views 11 comments 17 points Most recent by kai4387 January 23Feature Requests
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  Credit Cards should come after Asset Accounts

  SRC54 32 views 3 comments 0 points Most recent by Chrobrego January 23Feedback
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  61
  Ability to Hide Accounts [edited] (2 Merged Vote)

  In Progress rdws 618 views 33 comments 61 points Most recent by Flopbot January 22Feature Requests
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  Transfer payments to credit cards not updating balances on cards

  Chrobrego 12 views 1 comment 0 points Most recent by Flopbot January 21Report a Bug
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  [RESOLVED] 9/13/22: Closed accounts are still showing a balance on the Web App

  Closed Coach Natalie 226 views 9 comments 2 points Most recent by Coach Natalie January 20Known Product Issues
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  Merged: Loan Balance have all gone to $0

  Mike T 4 views 0 comments 0 points Started by Mike T January 20 Report a Bug
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  25

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

  Active barryh 201 views 14 comments 25 points Most recent by joeycjohn January 19Feature Requests
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  Closed accounts are still showing a balance on the Web App - When will this be fixed?

  Answered ✓ rdeliaus 44 views 3 comments 0 points Most recent by Coach Natalie January 13Feedback
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  Project CD Balances

  Active BradleyBenSmith 12 views 0 comments 1 point Started by BradleyBenSmith January 13 Feature Requests
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  Updating accounts

  Answered ✓ SrB 44 views 4 comments 0 points Most recent by Coach Natalie January 12Adding and Updating Accounts
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  42
  Add Zillow to Track Property Value (2 Merged Votes)

  In Progress zgarretson 2.2K views 58 comments 42 points Most recent by Matthew876 January 11Feature Requests
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  25

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

  Active seascorpio82 134 views 9 comments 25 points Most recent by Coach Natalie January 10Feature Requests
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  Option to include manually entered future transactions in account balance

  Active tenor.voce 24 views 0 comments 0 points Started by tenor.voce January 9 Feature Requests
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  Banking calculations need fixing

  Dubbsix 11 views 2 comments 1 point Most recent by Coach Natalie January 4Feedback
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  Transfer between manual accounts.

  Answered ✓ jharris10 37 views 2 comments 1 point Most recent by Chrobrego January 2Getting Started
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  6

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  Ability to choose default collapsed view of accounts list

  Active Sstrico 44 views 4 comments 6 points Most recent by Coach Natalie December 2022Feature Requests
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  10

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  Remember the expanded/collapsed state for the Projected Cash Flow section.

  Active kai4387 29 views 2 comments 10 points Most recent by DannyB December 2022Feature Requests
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  Really tired of having to fight this software

  Closed Pmrussell892 32 views 2 comments 1 point Most recent by Boydston December 2022Feedback
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  Merged: Change investment account type to savings?

  Ulysses 1 view 0 comments 1 point Started by Ulysses December 2022 Feature Requests
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 220 views 4 comments 11 points Most recent by DavidsGirl December 2022Feature Requests
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  First day impressions: faster to "not reviewed", add keyboard shortcuts, support hardware key

  Closed pst 44 views 3 comments 0 points Most recent by Coach Natalie December 2022Feedback
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  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Active RSKadish 106 views 12 comments 12 points Most recent by RobWilk December 2022Feature Requests
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  Incorrect balance on credit card account (edited)

  Answered ✓ Closed Wolsen 48 views 5 comments 0 points Most recent by Coach Natalie November 2022Troubleshooting
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  31

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  Separate column for check number

  Active bowgy4 260 views 17 comments 31 points Most recent by Coach Natalie November 2022Feature Requests