Discussion List

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  Can't connect to my banks...

  Closed Solringer 157 views 1 comment 0 points Most recent by Coach Jon June 2024Adding and Updating Accounts
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  Merged: Notes & Fee and Other Info for Accounts

  LakGoy 1 view 0 comments 3 points Started by LakGoy June 2024 Feature Requests
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 33 views 2 comments 6 points Most recent by Coach Natalie June 2024Feature Requests
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  Stifel balance issues continued

  Closed fredct 62 views 2 comments 0 points Most recent by fredct June 2024Adding and Updating Accounts
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  Best Practice way of Adding and Tracking HSA

  Closed tribexx 216 views 2 comments 0 points Most recent by Coach Natalie June 2024Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 24 views 1 comment 2 points Most recent by Coach Natalie June 2024Feature Requests
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  Unable to add Robinhood Spending/Checking Account

  Closed ts8 657 views 17 comments 0 points Most recent by ts8 June 2024Adding and Updating Accounts
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  Merged: workaround for 2FA accounts? sync on demand or on schedule

  pixel 1 view 0 comments 3 points Started by pixel June 2024 Feature Requests
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 31 views 1 comment 4 points Most recent by mrchin932 June 2024Feature Requests
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  Option for manual accounts to always force balance to $0 (edited)

  Active alkaboy 61 views 7 comments 1 point Most recent by Coach Jon June 2024Feature Requests
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  Incorrect account balance (again)

  Closed Bernardo 257 views 5 comments 0 points Most recent by Coach Jon June 2024Report a Bug
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  How to delete duplicate account

  Answered ✓ Closed DavidB 86 views 2 comments 0 points Most recent by DavidB June 2024Adding and Updating Accounts
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  FDP-107 error with Lending Club

  Closed NeoIsTaken 31 views 2 comments 0 points Most recent by Coach Jon June 2024Adding and Updating Accounts
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  Link account with Google Sheets

  Active Marcin 43 views 0 comments 2 points Started by Marcin June 2024 Feature Requests
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  The Standard Retirement Plan Market Value Missing

  Closed cthomp 71 views 2 comments 0 points Most recent by Rick_B June 2024Adding and Updating Accounts
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  https://www.ubs.com/onesource/txn - not working

  Closed klarosa 34 views 1 comment 0 points Most recent by Coach Kristina June 2024Adding and Updating Accounts
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  add https://www.bmoinvestorline.com/

  Closed ariwolph 23 views 1 comment 1 point Most recent by Coach Kristina June 2024Adding and Updating Accounts
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  Add Zillow to Track Property Value (2 Merged Votes)

  Completed Closed zgarretson 16.3K views 218 comments 50 points Most recent by Coach Natalie May 2024Feature Requests
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  Unable to connect Ally Loan account - Sold to Synchrony

  Closed ConBow 256 views 5 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Unable to add Wells Fargo credit card account (edited)

  Closed PixiePower 705 views 17 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  So close to swearing loyalty to quicken

  Closed jkidd22 102 views 3 comments 0 points Most recent by Coach Natalie May 2024Feedback
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  Unable to connect to Edward Jones Canada account Care Code FDP-105 (edited)

  Closed HWanless 152 views 22 comments 0 points Most recent by HWanless May 2024Adding and Updating Accounts
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  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 182 views 2 comments 0 points Most recent by Coach Natalie May 2024Known Product Issues
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  USAA Checking Balance $0.00

  Closed ChrisseyP 153 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 132 views 4 comments 8 points Most recent by Coach Kristina May 2024Feature Requests
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  How do I separate business and personal accounts in Simplifi ?

  Answered ✓ Closed patrickdundon 314 views 2 comments 0 points Most recent by Coach Kristina May 2024Getting Started
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  Please add Canadian MBNA

  Closed Gisa 22 views 1 comment 1 point Most recent by Coach Kristina May 2024Feedback
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  Merged: Ability to adjust Accounts List width [Edited]

  Gisa 21 views 0 comments 3 points Started by Gisa May 2024 Feature Requests
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  Why does adding an asset show as spending?

  Answered ✓ Closed PaulaMarie 134 views 14 comments 0 points Most recent by Coach Natalie May 2024Getting Started