Accounts

Ascensus FDP-103 error (edited)

Closed pwhitt 143 views 4 comments 0 points Most recent by npcheshire August 2025Adding and Updating Accounts

Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

Closed PJLmoney 73 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback

Merged: Can the Gemini Credit Card Link to Simplifi?

Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts

Double 'Date' column, but no dates (edited)

Closed DannyB 21 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug

PNC bank accounts don't update historical data

Answered ✓ Closed pom 52 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts

Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

Closed nmcmahon1215 115 views 15 comments 0 points Most recent by wrankin August 2025Adding and Updating Accounts

Merged: Unable to Connect Two Vanguard Accounts - Care Code 324 (Post-API Update)

Closed Derrick R 11 views 0 comments 0 points Most recent by Derrick R August 2025Adding and Updating Accounts

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

Closed NatalieGS 32 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting

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

Merged: Deleted Savings Goals still showing in accounts

Closed System 1 view 0 comments 0 points Most recent by bobmablob August 2025Report a Bug

Restoration of Data deletion by mistake

Closed Palavis 74 views 2 comments 0 points Most recent by Palavis August 2025Troubleshooting

Fidelity Sync and Add Errors

Closed whyme 103 views 6 comments 0 points Most recent by whyme August 2025Adding and Updating Accounts

MrCooper Nationstar Mortgage - Constant MFA at Login

Closed ChasingIt 12 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts

6

Change negative numbers in the Accounts List to a red font (edited)

Cjared 12 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests

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

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

Unable to add Stash Invest account (edited)

Closed KareS 197 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts

2

Please add an investment account type for Donor Advised Funds (DAF)

Active RTK 22 views 2 comments 2 points Most recent by RTK August 2025Feature Requests

Problematic connection to Firstrade account [FPD-155]

Closed _Orz_1234 118 views 6 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts

1

Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

Active MishaM 12 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests

Multi-currency support

Answered ✓ Closed ROS 183 views 4 comments 0 points Most recent by Coach Kristina August 2025Quicken Business & Personal Feedback

Truist and Balance with Pending

Closed Mike2023 72 views 2 comments 0 points Most recent by Mike2023 August 2025Adding and Updating Accounts

Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

Closed Dick_Davis 259 views 10 comments 1 point Most recent by SRC54 August 2025Feedback

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

Unable to add PayPal Savings (edited)

Closed douglastgraham 179 views 4 comments 1 point Most recent by rwhoppe July 2025Adding and Updating Accounts

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

Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

Closed Dick_Davis 355 views 10 comments 0 points Most recent by Dick_Davis July 2025Adding and Updating Accounts

Track rewards/bonus/limit details of credit cards

Closed Duncan 24 views 1 comment 2 points Most recent by Coach Natalie July 2025Feedback

Personal Loan is a bill and a liability, right?

Closed Roadog51 113 views 4 comments 0 points Most recent by SRC54 July 2025Getting Started

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

Accounts

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