Accounts

Discussion List

• 
  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Nancy Roberts 18 views 3 comments 0 points Most recent by Coach Jon 12:14AMTroubleshooting
• 
  UAS Connect Account connecting but showing $0 balance

  mscemcee 34 views 7 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  [RESOLVED] 01/07/26: Quicken Simplifi Balances not showing correctly

  Closed Coach Jon 36 views 1 comment 0 points Most recent by Coach Natalie January 8Known Product Issues
• 
  Why does my rocketmortgage account keep re-appearing after i delete it ?

  neckpillow 18 views 6 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  US Bank Credit Cards with Zero Balance

  nrp06 7 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  subiemat 27 views 7 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  Robinhood Banking - Checking account shows zero or pending transactions as balance

  Simplera 67 views 11 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  Some Amex accounts are not being discovered

  System 370 views 34 comments 1 point Most recent by Coach Jon January 8Adding and Updating Accounts
• 
  Loan Balance Now Shows Negative - Thanks For Fixing

  MikeZ 11 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
• 
  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  nrp06 82 views 14 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
• 
  Does the account-specific Balance Type setting actually do anything?

  bob303727 231 views 24 comments 0 points Most recent by Coach Jon January 7Adding and Updating Accounts
• 
  48

  Up
  Please add OpenBank by Santander

  Active StephenB 982 views 52 comments 48 points Most recent by year10k January 7Report Missing Financial Institution
• 
  6

  Up Down
  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 31 views 1 comment 6 points Most recent by ChrisWT314 January 6Feature Requests
• 
  Help connecting two sets of accounts with Fidelity (edited)

  vmorgs 22 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts
• 
  Incorrect Manual Account Balance

  Israel 59 views 7 comments 0 points Most recent by Israel January 6Adding and Updating Accounts
• 
  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 147 views 28 comments 0 points Most recent by Coach Natalie January 5Troubleshooting
• 
  Is there a way to show a positive balance as negative? (edited)

  Answered Jeeves 13 views 1 comment 0 points Most recent by Coach Natalie January 5Troubleshooting
• 
  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Eman321 31 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
• 
  31
  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.4K views 66 comments 31 points Most recent by Frustrated January 5Feature Requests
• 
  38

  Up Down
  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 369 views 30 comments 38 points Most recent by Craig1974 January 4Feature Requests
• 
  Unable to add Movement Mortgage (FDP-155)

  vipsclt 7 views 1 comment 1 point Most recent by Coach Kristina January 4Adding and Updating Accounts
• 
  2

  Up
  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 72 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution
• 
  Spending Plan should include existing account balances

  Joe M 13 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
• 
  15

  Up Down
  Color coding tags/categories/accounts (edited)

  Active shinyllama 107 views 4 comments 15 points Most recent by TwelveSilverPennies January 3Feature Requests
• 
  Fidelity HSA account no longer added to Simplifi

  mariafed 21 views 1 comment 0 points Most recent by Coach Natalie January 2Adding and Updating Accounts
• 
  Wells Fargo self investment account (Wellstrade) showing zero balance

  nrp06 13 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
• 
  Home Value Change is not a Transaction

  e39e60 12 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
• 
  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  danielkeisling 20 views 1 comment 0 points Most recent by Coach Kristina December 2025Managing Your Transactions
• 
  GreenState Credit Union - Bank Balance shown as Positive when it should be negative (edited)

  Jeeves 44 views 6 comments 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
• 
  Refund Reminder Card Displays on All Accounts

  Charles Collins 147 views 14 comments 0 points Most recent by Jbweb316 December 2025Report a Bug