Accounts

Discussion List

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  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Closed Springzy 88 views 6 comments 0 points Most recent by Springzy March 12Adding and Updating Accounts
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  Turn Off Projected Cash Flow Graph!!

  Closed ptbrown811 16 views 1 comment 0 points Most recent by Coach Natalie March 12Feedback
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  Full SoFi Student Loan Balance Not Showing

  Closed georgeb3 80 views 7 comments 1 point Most recent by ajwesseler March 12Adding and Updating Accounts
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  Chartway FCU connection error FDP-102

  Closed rking_2002 154 views 18 comments 0 points Most recent by Coach Jon March 11Adding and Updating Accounts
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  Missing accounts with AIG Retirement

  Closed System 75 views 16 comments 0 points Most recent by Coach Natalie March 10Adding and Updating Accounts
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  2

  Up
  Please add People First Federal Credit Union

  Active B_H 17 views 4 comments 2 points Most recent by B_H March 6Report Missing Financial Institution
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  Help with Valic/AIG/Corebridge

  Closed N4KHQ 120 views 19 comments 0 points Most recent by Coach Natalie March 4Adding and Updating Accounts
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  4
  Move the Interval Refresh Icon to the left of the account name (edited)

  Completed Closed MWA 44 views 7 comments 4 points Most recent by Flopbot March 3Feature Requests
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  Thrift Savings Plan will not connect (long time issue) - FDP-102 (edited)

  Closed User123484u 303 views 21 comments 0 points Most recent by Coach Kristina March 3Adding and Updating Accounts
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  Unable to add American Express Credit Card account with the Intuit option (edited)

  Closed Mercs 84 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 129 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 33 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 24 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 133 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 75 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 45 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 33 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 734 views 12 comments 0 points Most recent by rogerh February 5Investments
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  Correct account balance after transfer canceled

  Closed garyleephillips 33 views 7 comments 0 points Most recent by garyleephillips February 5Troubleshooting