Accounts

Discussion List

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  Number of Accounts

  ejs 21 views 1 comment 0 points Most recent by Coach Jon July 15Troubleshooting
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  3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

  mfinnegan 25 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts
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  Connection to Manulife Bank Failing - Error: "You have already added all your accounts"

  AJ Bryan 81 views 8 comments 0 points Most recent by Coach Jon July 14Adding and Updating Accounts
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  JBB 101 views 7 comments 0 points Most recent by Coach Natalie July 14Adding and Updating Accounts
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  Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

  exabrial 38 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 3K views 67 comments 69 points Most recent by dsfreddy July 12Feature Requests
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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 91 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  Balance going in wrong direction

  Sunshine26 189 views 23 comments 0 points Most recent by EL1234 July 12Troubleshooting
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  How to get manual Investment ("Other Investment") account to update?

  Answered supermatthew 80 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Chase balance not correct

  RetiredGuy 182 views 34 comments 0 points Most recent by EL1234 July 10Adding and Updating Accounts
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  Selecting include pending credit card transactions is reducing my card balance

  RobI 89 views 8 comments 0 points Most recent by RobI July 9Troubleshooting
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  Manually added interest rate and credit limit keeps being removed (edited)

  BradleyBenSmith 150 views 14 comments 0 points Most recent by Coach Jon July 9Troubleshooting
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 913 views 73 comments 0 points Most recent by EL1234 July 8Report a Bug
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 180 views 9 comments 16 points Most recent by FutureEye July 8Feature Requests
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 984 views 51 comments 60 points Most recent by SRC54 July 1Feature Requests
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  Merged: Be able to Connect to Walmart's OnePay Card by Synchrony bank

  Closed Moralessalsidoj 5 views 0 comments 1 point Started by Moralessalsidoj July 1 Report Missing Financial Institution or Biller
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  kdwilson 29 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Merged: Asking for MFA response from Raymond James, but never sending to me

  Closed HomeBudget 4 views 0 comments 0 points Started by HomeBudget June 30 Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Flopbot 174 views 19 comments 0 points Most recent by Flopbot June 30Adding and Updating Accounts
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  How to track loans out to family or friends? (edited)

  Answered ✓ FrameAndFinance 71 views 3 comments 0 points Most recent by FrameAndFinance June 29Investments
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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 95 views 6 comments 2 points Most recent by EL1234 June 28Feature Requests
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  We want your feedback for credit card details!

  Closed Coach Natalie 164 views 7 comments 0 points Most recent by virtualuser June 23Announcements
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  Can't add Vanguardplan (managed by Ascensus)

  tryingtosimpli 28 views 1 comment 0 points Most recent by Coach Jon June 19Adding and Updating Accounts
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  Morgan Stanley Line of Credit Now Shows As Asset Not Liability

  SashaMike 35 views 2 comments 0 points Most recent by SashaMike June 18Adding and Updating Accounts
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  Please add OpenBank by Santander

  Active StephenB 1.7K views 64 comments 71 points Most recent by Dan23 June 17Report Missing Financial Institution or Biller
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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  Closed techie001 48 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts
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  Adding Cross Country Mortgage FDP-185/FDP-103 (edited)

  Closed Gregory S. 96 views 8 comments 0 points Most recent by Coach Jon June 15Adding and Updating Accounts
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  Allowing Liability accounts to start with negative number to track your progress (edited)

  Closed JoshZ 35 views 1 comment 1 point Most recent by Coach Natalie June 10Adding and Updating Accounts