Accounts

Discussion List

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  Setting up fund accounts

  Answered ✓ Closed Julie V 53 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Businesses
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  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 21 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Merged: We are unable to connect to HealthEquity at this time. Care Code: FDP-101

  Closed johnpw 1 view 0 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 23 views 1 comment 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Health Equity investment accounts not syncing

  Closed Nick333 117 views 2 comments 1 point Most recent by ZeeBo22 September 2025Adding and Updating Accounts
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Most recent by HeyJaiBabyIGotUrMony September 2025Report Missing Financial Institution or Biller
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 16 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
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  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.7K views 71 comments 1 point Most recent by Coach Natalie September 2025Report a Bug
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  Ability to Hide Accounts

  Closed Simplify Master 57 views 1 comment 2 points Most recent by SRC54 September 2025Feedback
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 159 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 42 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 85 views 2 comments 0 points Most recent by RobWilk September 2025Troubleshooting
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 64 views 4 comments 12 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 34 views 3 comments 0 points Most recent by SRC54 September 2025Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 11 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Zion Bank (NSBank) showing positive loan balance under Liabilities

  Closed tjayreed 41 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Erroneous balance on manual account

  Closed oldit51 75 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts
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  Impact 401(K) (Principal Financial Group) - How to link to existing account?

  Answered ✓ Closed TubinCubin 135 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
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  Forecast credit card interest in Projected Cash Flow (edited)

  Active RobWilk 21 views 2 comments 1 point Most recent by Jenny T September 2025Feature Requests
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  Manual accounts amount can no longer be changed on mobile app

  Closed MelanieS 12 views 1 comment 0 points Most recent by Coach Jon September 2025Troubleshooting
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  I need Account Balance as of a prior date

  Closed oldit51 68 views 3 comments 0 points Most recent by oldit51 September 2025Using Reports
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 13 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Manual adding for Savings Goals

  Closed Sarahmaeb11 95 views 4 comments 1 point Most recent by Dick_Davis September 2025Using Savings Goals
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  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 127 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Fidelity Cash Management Accounts -- can only categorize as "Investments"?

  Answered ✓ Closed Vulpes 138 views 3 comments 0 points Most recent by SRC54 September 2025Adding and Updating Accounts
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  Statement Reconciliation Work Around

  Closed Dick_Davis 166 views 3 comments 2 points Most recent by Dick_Davis September 2025Share your Success!
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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 12 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  Persistent 324 error with Fidelity (edited)

  Closed FBOL 1.4K views 84 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 63 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions