Accounts

Discussion List

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  Simplifi won't add an RSU account with Fidelity (edited)

  Mortimer Duke 34 views 8 comments 0 points Most recent by Mortimer Duke 6:49PMAdding and Updating Accounts
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 1.2K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
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  When Simplifi's and the Bank's Balances Differ?

  Mortimer Duke 17 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Merging investment accounts

  Answered ✓ Cinna 27 views 3 comments 0 points Most recent by Coach Natalie February 13Adding and Updating Accounts
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  [ONGOING] 1/22/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals

  Coach Janean 10.6K views 6 comments -3 points Most recent by Coach Natalie February 13Known Product Issues
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 66 views 3 comments 9 points Most recent by mjrmotion February 13Feature Requests
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 3 views 0 comments 1 point Started by mjrmotion February 13 Feature Requests
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  Please add OpenBank by Santander

  Active StephenB 1.2K views 56 comments 55 points Most recent by JimmyG February 13Report Missing Financial Institution
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  Principal Financial Group account not pulling current balance

  adh289 8 views 1 comment 0 points Most recent by Coach Natalie February 12Adding and Updating Accounts
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  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 11 views 0 comments 1 point Started by hyandow February 12 Feature Requests
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 614 views 46 comments 50 points Most recent by bob303727 February 12Feature Requests
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  manual accounts still showing zero balance

  sb87623 39 views 5 comments 0 points Most recent by Coach Natalie February 10Report a Bug
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  Show the different savings goals under accounts view

  user5626 11 views 1 comment 0 points Most recent by Coach Natalie February 10Using Savings Goals
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  PHH Mortgage $0 Loan Balance (edited)

  Duke0486 161 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered ✓ dc2psguy 29 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  eecalo 16 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Account balances are still doubled (edited)

  garrettabel 71 views 10 comments 0 points Most recent by Coach Jon February 9Report a Bug for Quicken Business & Personal
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  Ability to use more than one account for Recurring Series (edited)

  20THOR18 30 views 3 comments 1 point Most recent by Coach Natalie February 9Feature Requests
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  Transactions Question

  Answered ✓ lynchbro 16 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  mscemcee 22 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 16 views 0 comments 0 points Started by mollyj February 8 Feature Requests
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Markasteele 31 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Mike2023 114 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

  TaWa 92 views 22 comments 0 points Most recent by TaWa February 5Adding and Updating Accounts
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  Incorrect balance with one of my CU accounts (edited)

  hewendataway 20 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  ronshapiro 33 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 14 views 1 comment 1 point Most recent by Coach Natalie February 4Feature Requests
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  American Education Services - Care Code: FDP-530

  atantillo 7 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 6 views 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 295 views 38 comments 0 points Most recent by jonoruss February 3Troubleshooting