Accounts

Discussion List

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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 320 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 22 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 112 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 32 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 32 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 21 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 33 views 1 comment 5 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 341 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 182 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 231 views 11 comments 0 points Most recent by DryHeat July 2025Troubleshooting
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  Investment balance always shows yesterday's balance in the Accounts List (edited)

  Closed hj2438 42 views 5 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 112 views 4 comments 7 points Most recent by Coach Natalie July 2025Feature Requests
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  Running Balance Column

  Closed MoreCoffee 22 views 3 comments 1 point Most recent by Coach Jon July 2025Feedback
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  PayPal Balance will not show up Quicken Simplifi Business & Personal (edited)

  Closed Anastasia Franco 72 views 4 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Can't add Fidelity Cash Management Accounts

  Closed JCBFranklin 51 views 6 comments 0 points Most recent by JCBFranklin July 2025Adding and Updating Accounts
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  Transaction Default Page setup gives you ZERO information on first glance

  Closed SimplyUser6754 21 views 2 comments 2 points Most recent by DryHeat July 2025Feedback
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  Northwestern Mutual balance doesn't appear in the Accounts List (edited)

  Closed Jeannette 11 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Etrade Bank accounts have transactions but not a balance

  Closed Qowieury 11 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Accounting for Loans from a 403b or 401k

  Answered ✓ Closed ericksonjb 21 views 1 comment 0 points Most recent by Coach Jon July 2025Managing Your Transactions
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  Replace current investment acts with new investment acts that have full cash acct capabilities

  Closed RTK 38 views 3 comments 0 points Most recent by Coach Natalie July 2025Feedback
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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 61 views 8 comments 12 points Most recent by DryHeat July 2025Feature Requests
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  Merged: Fidelity Account Connection Issues

  Closed FBOL 31 views 0 comments 1 point Most recent by FBOL July 2025Adding and Updating Accounts
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  Missing accounts with AIG Retirement - My Streetscape (edited)

  Closed rscotton 92 views 15 comments 0 points Most recent by rscotton July 2025Adding and Updating Accounts
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  HealthEquity Savings Account Showing Zero Balance (edited)

  Closed FBOL 292 views 17 comments 1 point Most recent by BrandonG July 2025Adding and Updating Accounts
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  Best Account Update Frequencies within Simplifi

  Answered ✓ Closed Dick_Davis 111 views 11 comments 0 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Checking Account at Fidelity Brokerage is forced to be Investment Account

  Closed JAXmultiplat 21 views 1 comment 2 points Most recent by SRC54 July 2025Adding and Updating Accounts
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  Merged: Is there a way to connect EquatePlus?

  Closed nmnmnmnmn 11 views 0 comments 1 point Most recent by nmnmnmnmn July 2025Report Missing Financial Institution or Biller
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  How to Add YourMortgageOnline - Stockyards Bank

  Closed GoldOnTheCeiling 13 views 1 comment 1 point Most recent by Coach Jon June 2025Adding and Updating Accounts