Accounts

Correct account balance after transfer canceled

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

Accounting for HSA Deposits

Closed ericksonjb 42 views 2 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts

How to add I Bond account to Quicken Simplifi

Closed trtrlik 35 views 1 comment 0 points Most recent by Coach Jon February 4Adding and Updating Accounts

15

Ability to track Points and Rewards for Credit Cards (edited)

Active Christaaay 393 views 7 comments 15 points Most recent by SRC54 February 3Feature Requests

Balance on Manual Accounts Known Issue Since Sept 2024

Closed Mauilisa 21 views 1 comment 0 points Most recent by SRC54 February 2Feedback

13

New Account Type: Gift Card

Active EL1234 433 views 9 comments 13 points Most recent by SRC54 February 1Feature Requests

Simplifi Does Not Pull [HELOC Account] From PenFed

Closed lsgc123 50 views 6 comments 0 points Most recent by lsgc123 January 31Adding and Updating Accounts

Wording: “Last updated now ago” on the mobile app (edited)

RobWilk 62 views 10 comments 0 points Most recent by Coach Natalie January 30Report a Bug

FDP-103 Primis Bank

Closed Mortimer Duke 1 view 1 comment 0 points Most recent by Coach Jon January 30Adding and Updating Accounts

Ability to deduct rolled over planned spending from an account's available balance.

Closed Me000000 12 views 2 comments 1 point Most recent by TiggerTrainer January 28Feedback

Can Openbank by Santander Bank be added to Simplifi please?

Closed wilsonlogan 71 views 1 comment 1 point Most recent by Coach Jon January 27Adding and Updating Accounts

Chase checking account pending balances are multiplied by -1

Closed tylermdunn 35 views 6 comments 0 points Most recent by Coach Jon January 24Adding and Updating Accounts

Too many account?

Answered ✓ Closed kindeshaun 31 views 1 comment 0 points Most recent by Coach Jon January 24Getting Started

5

Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

Active tcr000 59 views 6 comments 5 points Most recent by Mysho2 January 23Feature Requests

2 different credit cards pulling in same numbers (quicken simplifi) - Discover

Closed b16707 47 views 6 comments 0 points Most recent by Coach Jon January 23Report a Bug

Bangor Savings Bank 'Bank Balance' not working

Closed System 14 views 2 comments 0 points Most recent by Coach Jon January 23Adding and Updating Accounts

SoFi personal loan not showing

Closed 63r50n 60 views 1 comment 1 point Most recent by Coach Jon January 21Adding and Updating Accounts

Select Multiple Accounts for for Saving Goal

Closed Frank Drebin 15 views 2 comments 1 point Most recent by RobWilk January 19Feedback

Struggling importing csv file from bank

Closed David_S 36 views 1 comment 0 points Most recent by Coach Jon January 17Adding and Updating Accounts

Pending deposits double in bank balance

Closed Jlexky 130 views 21 comments 0 points Most recent by EL1234 January 17Adding and Updating Accounts

Ally Bank no transactional downloads for Credit Card Accounts

Closed Kuhzah 29 views 1 comment 0 points Most recent by Coach Natalie January 14Adding and Updating Accounts

Support for E-Trade 2FA

Closed llamafilm 137 views 3 comments 0 points Most recent by Coach Jon January 13Adding and Updating Accounts

Merged: Connect Amazon Account to Simplifi

Closed SomeVashonFolks 1 view 0 comments 2 points Started by SomeVashonFolks January 13 Feature Requests

Savings Goal Contributions to Joint Account

Closed Lawnchair 27 views 1 comment 0 points Most recent by Coach Kristina January 12Using Savings Goals

Chase balance is incorrect (edited)

Closed RobWilk 2.1K views 135 comments 3 points Most recent by RobWilk January 7Adding and Updating Accounts

Quicken Simplifi "Balance with Pending" no longer matches my bank (CapitalOne) - off by $87.35

Closed JCMattingly 87 views 9 comments 0 points Most recent by SRC54 January 4Adding and Updating Accounts

Chase account multiplies pending balance by -1, does not save "balance type" preference

Closed tylermdunn 33 views 1 comment 0 points Most recent by Coach Jon January 3Adding and Updating Accounts

TIAA retirement account not registering

Closed cardcj 285 views 22 comments 0 points Most recent by Coach Jon January 3Adding and Updating Accounts

5

Ability to mark "Favorite" accounts in each category

Active Mnew 12 views 1 comment 5 points Most recent by DannyB January 2Feature Requests

Accounts

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