Accounts

Discussion List

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  Account connect issue

  Closed ChrisOcean 66 views 1 comment 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Benefits Consulting Group Retirement Accounts

  Active atxtonyc 14 views 1 comment 1 point Most recent by Coach Jon April 2024Report Missing Financial Institution
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  Connecting a Schwab 529 Account

  Closed esender 122 views 5 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Not able to sync my Chase accounts (edited)

  Closed PAW 40 views 1 comment 0 points Most recent by Coach Jon April 2024Troubleshooting
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  Account balance calculation

  Closed bmacd615 16 views 1 comment 0 points Most recent by Coach Jon April 2024Troubleshooting
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  Want to start using the program again

  Closed Fireboss 37 views 2 comments 0 points Most recent by Coach Jon April 2024Troubleshooting
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  Wife died, need simple method of budgeting moving forward.

  Closed LarryG 53 views 1 comment 1 point Most recent by Coach Jon April 2024Introduce yourself!
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  SoFi Vault transactions shown under wrong account

  Closed simpli_struggle 100 views 3 comments 0 points Most recent by Coach Jon April 2024Managing Your Transactions
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  Convert downloaded transactions to manual transactions when making an account manual (edited)

  Active muel87 58 views 2 comments 0 points Most recent by muel87 April 2024Feature Requests
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  How do I specify a balance for manual account? There is no field to enter the balance.

  Answered ✓ Closed Kark 212 views 5 comments 0 points Most recent by Kark April 2024Adding and Updating Accounts
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  Toggle Option to Hide Active Accounts from Sidebar

  Closed TX_Hefe 35 views 1 comment 0 points Most recent by Coach Kristina April 2024Feedback
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  National Bank Independent Network is missing

  Active Newtvfanatic 42 views 2 comments 1 point Most recent by Newtvfanatic April 2024Report Missing Financial Institution
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  Option to Add a Manual Account is Missing on Windows 11 Laptop (edited)

  Closed Flopbot 37 views 4 comments 0 points Most recent by Coach Jon April 2024Report a Bug
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  sort Account subtypes in Banking

  Answered ✓ Closed username3 51 views 2 comments 0 points Most recent by username3 April 2024Feedback
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  Adding a new account type

  Answered ✓ Closed strngr12 41 views 1 comment 0 points Most recent by UrsulaA April 2024Getting Started
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  Incorrect balance after converting Kohls account to manual

  Closed System 32 views 5 comments 0 points Most recent by EL1234 April 2024Troubleshooting
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.2K views 11 comments 29 points Most recent by Candice318 April 2024Feature Requests
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  Missing Banking Institution - AllSouth Federal Credit Union (edited)

  Closed Kacey Walsh 41 views 1 comment 1 point Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 199 views 16 comments 0 points Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  Why does my manual real estate account have a 0 balance?

  Closed willjames 33 views 4 comments 0 points Most recent by willjames April 2024Adding and Updating Accounts
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  Hiding Chase accounts

  Answered ✓ Closed kac00 356 views 3 comments 0 points Most recent by Coach Kristina April 2024Adding and Updating Accounts
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  Add sparklines for accounts and investment holdings

  Active jsy42 22 views 4 comments 1 point Most recent by jsy42 April 2024Feature Requests
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  Macy's card not showing balance

  Closed mthoman1 111 views 3 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Does Simplifi Support Brokerage and Investment Accounts from Citibank

  Answered ✓ Closed Mike T 152 views 5 comments 0 points Most recent by Mike T April 2024Adding and Updating Accounts
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  Merged: Make it easier to update real estate values or add connection to zillow or realtor.com for …

  mw7b 1 view 0 comments 1 point Started by mw7b April 2024 Feature Requests
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  Merged: Connect auto values to KBB like mint did

  mw7b 1 view 0 comments 1 point Started by mw7b April 2024 Feature Requests
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  More hiding options

  Closed amhopi 87 views 1 comment 1 point Most recent by Coach Natalie April 2024Feedback
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  Multiple sign-ins for the same institution

  Closed ajotte 161 views 3 comments 1 point Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Ability to merge two accounts into one (edited)

  Active ajotte 43 views 0 comments 2 points Started by ajotte April 2024 Feature Requests
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  Many usability and UI issues. Here are a couple:

  Closed dgfin 34 views 4 comments 1 point Most recent by RockLee April 2024Feedback