Accounts

Discussion List

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  Display Credit Card Utilization Percentage in Accounts List

  Active sinaech 5 views 0 comments 1 point Started by sinaech 2:22PM Feature Requests
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  Show Liquid Cash Available at the top of the Accounts List (edited)

  Active sinaech 6 views 0 comments 1 point Started by sinaech 2:19PM Feature Requests
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  Target Redcard shows wrong statement balance and date in credit card details (edited)

  EL1234 137 views 5 comments 0 points Most recent by EL1234 November 2Report a Bug
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  Is My Quicken Simplifi Data Backed Up? (Edited)

  Josienurse 30 views 1 comment 0 points Most recent by Coach Aldair November 2Getting Started
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  Adding a Credit Card Account and Viewing Transactions (Edited)

  Josienurse 44 views 1 comment 0 points Most recent by Coach Aldair November 2Adding and Updating Accounts
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  PayPal Cash account balance shows the amount on my PayPal Mastercard account as a positive balance

  taxman3349 115 views 5 comments 0 points Most recent by Coach Aldair November 1Adding and Updating Accounts
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  Getting Started with Categories, Subcategories, Income, and Transfers (Edited)

  Answered Josienurse 31 views 1 comment 0 points Most recent by Coach Aldair November 1Getting Started
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  Onity Mortgage Showing Positive Balance

  idlehand 26 views 1 comment 0 points Most recent by Coach Kristina October 31Adding and Updating Accounts
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  Merged: Barclays US connectivity problems

  Closed Mortimer Duke 4 views 0 comments 0 points Started by Mortimer Duke October 31 Adding and Updating Accounts
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  LPL only finding two of my four accounts (edited)

  DomB 54 views 1 comment 0 points Most recent by Coach Aldair October 29Adding and Updating Accounts
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 293 views 14 comments 0 points Most recent by Coach Natalie October 29Adding and Updating Accounts
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  Please add OpenBank by Santander

  Active StephenB 2.7K views 69 comments 73 points Most recent by year10k October 29Report Missing Financial Institution or Biller
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  Apple Wallet Account Duplication (Edited)

  aslam08 67 views 3 comments 0 points Most recent by Coach Aldair October 28Adding and Updating Accounts
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  CFNA credit card balance shows $0 (edited)

  ctanenbaum 68 views 3 comments 0 points Most recent by Coach Aldair October 28Adding and Updating Accounts
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  Principal Financial Group - balances not updating unless a reset is performed (edited)

  rjg5060 389 views 25 comments 0 points Most recent by rjg5060 October 28Adding and Updating Accounts
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  Can't add American Express account to Simplifi in Canada

  Shianderson 80 views 1 comment 0 points Most recent by Coach Aldair October 27Adding and Updating Accounts
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  Add a historical and projected balance chart directly to each account (edited)

  Active imagoony 40 views 0 comments 1 point Started by imagoony October 23 Feature Requests
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  Feature Request: Historical Account Balances and Projected Financial Progress

  imagoony 19 views 0 comments 0 points Started by imagoony October 23 Feedback
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  Web App: Remove redundant "All Accounts" total on the main Transactions page (edited)

  Active James-0401 61 views 1 comment 2 points Most recent by K37JJ43BR October 22Feature Requests
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  Huntington National Bank FDP-102 Error

  Cdmx 105 views 4 comments 0 points Most recent by Coach Aldair October 22Adding and Updating Accounts
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  Use of Simplifi with Amazon Store Card added to accounts

  N4KHQ 100 views 5 comments 0 points Most recent by Coach Aldair October 22Using Transfers
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  Help migrating Discover account to Capital One (edited)

  Oogway 182 views 5 comments 0 points Most recent by SRC54 October 20Adding and Updating Accounts
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  Suggestion, Remove Redundant Total Amount

  James-0401 45 views 1 comment 0 points Most recent by Coach Aldair October 17Feedback
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  Any Plans for Foreign Currency Capability? (edited)

  Answered SBPeter 35 views 1 comment 0 points Most recent by Coach Natalie October 16Feedback
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  Onity Mortgage - Balance shows positive instead of negative

  System 202 views 11 comments 0 points Most recent by Duke0486 October 13Adding and Updating Accounts
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  What is the 'New' feature flag on the Credit section? (edited)

  Answered K413 123 views 5 comments 0 points Most recent by Flopbot October 10Feedback
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  Cenlar Mortgage Showing a Positive Balance (Edited)

  AlexMorat 70 views 1 comment 0 points Most recent by Coach Aldair October 10Adding and Updating Accounts
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  Unable to Link Citi Brokerage Account (Edited)

  richarddchen 74 views 1 comment 0 points Most recent by Coach Aldair October 10Adding and Updating Accounts