Accounts

Discussion List

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  I need Simplifi to understand that all the money in my "Cash and Checking" accounts is spendable

  Closed NatalieGS 36 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 21 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
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  Merged: Deleted Savings Goals still showing in accounts

  Closed System 1 view 0 comments 0 points Most recent by bobmablob August 2025Report a Bug
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  Restoration of Data deletion by mistake

  Closed Palavis 65 views 2 comments 0 points Most recent by Palavis August 2025Troubleshooting
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  Fidelity Sync and Add Errors

  Closed whyme 103 views 6 comments 0 points Most recent by whyme August 2025Adding and Updating Accounts
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  MrCooper Nationstar Mortgage - Constant MFA at Login

  Closed ChasingIt 13 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Change negative numbers in the Accounts List to a red font (edited)

  Cjared 11 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
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  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 22 views 2 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Optum financial does not show my investment balance (edited)

  Closed christiney 44 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Unable to add Stash Invest account (edited)

  Closed KareS 172 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests
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  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 88 views 6 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 11 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests
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  Multi-currency support

  Answered ✓ Closed ROS 170 views 4 comments 0 points Most recent by Coach Kristina August 2025Quicken Business & Personal Feedback
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  Truist and Balance with Pending

  Closed Mike2023 74 views 2 comments 0 points Most recent by Mike2023 August 2025Adding and Updating Accounts
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 219 views 10 comments 1 point Most recent by SRC54 August 2025Feedback
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  Merged: PayPal Credit (not Paypal MC): Cannot locate account

  Closed RobWilk 11 views 0 comments 0 points Most recent by slpeeler August 2025Adding and Updating Accounts
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  Unable to add PayPal Savings (edited)

  Closed douglastgraham 165 views 4 comments 0 points Most recent by rwhoppe July 2025Adding and Updating Accounts
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  Simplifi Insists that my Checking Account is a Brokerage... Workaround? (edited)

  Closed AndyB 21 views 2 comments 0 points Most recent by AndyB July 2025Feedback
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 300 views 10 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts
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  Track rewards/bonus/limit details of credit cards

  Closed Duncan 26 views 1 comment 2 points Most recent by Coach Natalie July 2025Feedback
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 113 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started
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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 31 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Robinhood: categorize Individual cash as Cash and not investment

  Closed Elllatrav 38 views 2 comments 0 points Most recent by Elllatrav July 2025Adding and Updating Accounts
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  Merrill Lynch UNABLE TO CONNECT Care Code: FDP-105

  Closed Damon Green 24 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Ability to see a history of account balances and manually change them like transactions (edited)

  Active Oleksander 34 views 1 comment 4 points Most recent by caution493 July 2025Feature Requests
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  Wells Fargo account can't update Care code: FDP-350 (edited)

  Closed Mook Mook 61 views 1 comment 0 points Most recent by Coach Kristina July 2025Adding and Updating Accounts
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  "Service is currently unavailable" icon next to accounts (edited)

  Closed PhilS 345 views 15 comments 3 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Correct Setting for an Account that downloads Balance that already includes pending transactions

  Answered ✓ Closed SRC54 185 views 14 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Double-subtracting pending transactions for balance -- USAA Bank

  Closed DryHeat 234 views 11 comments 0 points Most recent by DryHeat July 2025Troubleshooting