Accounts

Discussion List

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  Unable to add American Express Credit Card account with the Intuit option (edited)

  Closed Mercs 82 views 7 comments 0 points Most recent by Coach Kristina March 2Adding and Updating Accounts
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  New Vanguard connection problem

  Closed ejs 1.6K views 7 comments 0 points Most recent by Jeff C February 28Adding and Updating Accounts
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  Vehicle loan reducing Liabilities instead of increasing

  Closed dougvanderyacht 63 views 5 comments 0 points Most recent by dougvanderyacht February 28Adding and Updating Accounts
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  Feature Request: Multi-Currency Support in Quicken Simplifi

  Closed quick_user 44 views 1 comment 2 points Most recent by Coach Natalie February 28Feedback
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  Account restore

  Closed Elew11 12 views 1 comment 1 point Most recent by Coach Natalie February 26Feedback
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  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 128 views 1 comment 0 points Most recent by Coach Kristina February 23Adding and Updating Accounts
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  Need to be able to link to servicing.mohela.com

  Closed chemsam08 21 views 1 comment 0 points Most recent by Coach Kristina February 23Adding and Updating Accounts
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  Wells Fargo Account Not Linking

  Closed rmpaquin 32 views 1 comment 0 points Most recent by Coach Kristina February 22Adding and Updating Accounts
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  Add Extraco Bank (edited)

  Closed dkhardwick 23 views 5 comments 1 point Most recent by Coach Jon February 19Adding and Updating Accounts
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  Receiving a payment without hopping back and forth between checking and accounts receivable

  Closed msoultan 45 views 1 comment 0 points Most recent by Coach Jon February 19Invoices & Estimates
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  Manual Sorting of Accounts [List]

  Closed candersoninc 12 views 2 comments 0 points Most recent by RobWilk February 18Feedback
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  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 131 views 3 comments 0 points Most recent by ar77 February 15Adding and Updating Accounts
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  Balance on manual account is just wrong

  Closed Engaiging 73 views 11 comments 0 points Most recent by TiggerTrainer February 13Adding and Updating Accounts
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  Chase: Minor balance issues

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie February 10Adding and Updating Accounts
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  Manual bank balance no longer correct after deleting savings goal

  Closed galaxygal 43 views 4 comments 0 points Most recent by Coach Natalie February 7Report a Bug
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  Unable to link to existing accounts with Wells Fargo

  Closed ejs 106 views 10 comments 0 points Most recent by ejs February 7Adding and Updating Accounts
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  Accounts List cuts off in Dashboard view (edited)

  Closed Skeptic 32 views 7 comments 0 points Most recent by Skeptic February 6Report a Bug
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  Robinhood doesn't show total balance anymore

  Closed vchan 727 views 12 comments 0 points Most recent by rogerh February 5Investments
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  Correct account balance after transfer canceled

  Closed garyleephillips 32 views 7 comments 0 points Most recent by garyleephillips February 5Troubleshooting
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  Accounting for HSA Deposits

  Closed ericksonjb 41 views 2 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  How to add I Bond account to Quicken Simplifi

  Closed trtrlik 35 views 1 comment 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 391 views 7 comments 15 points Most recent by SRC54 February 3Feature Requests
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  Balance on Manual Accounts Known Issue Since Sept 2024

  Closed Mauilisa 21 views 1 comment 0 points Most recent by SRC54 February 2Feedback
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  New Account Type: Gift Card

  Active EL1234 432 views 9 comments 13 points Most recent by SRC54 February 1Feature Requests
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  Simplifi Does Not Pull [HELOC Account] From PenFed

  Closed lsgc123 48 views 6 comments 0 points Most recent by lsgc123 January 31Adding and Updating Accounts
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  Wording: “Last updated now ago” on the mobile app (edited)

  RobWilk 62 views 10 comments 0 points Most recent by Coach Natalie January 30Report a Bug
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  FDP-103 Primis Bank

  Closed Mortimer Duke 1 view 1 comment 0 points Most recent by Coach Jon January 30Adding and Updating Accounts
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  Ability to deduct rolled over planned spending from an account's available balance.

  Closed Me000000 12 views 2 comments 1 point Most recent by TiggerTrainer January 28Feedback
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  Can Openbank by Santander Bank be added to Simplifi please?

  Closed wilsonlogan 68 views 1 comment 1 point Most recent by Coach Jon January 27Adding and Updating Accounts