Accounts

Discussion List

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  Simplifi won't add all accounts

  Answered Mortimer Duke 24 views 6 comments 0 points Most recent by Mortimer Duke February 15Adding and Updating Accounts
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  ambronet 1.2K views 49 comments 13 points Most recent by looper33 February 15Adding 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 10.5K 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 607 views 46 comments 49 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 28 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
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  Can't add Pen Fed HELOC account (edited)

  theoracle39 14 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts