Discussion List

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  So close to swearing loyalty to quicken

  Closed jkidd22 102 views 3 comments 0 points Most recent by Coach Natalie May 2024Feedback
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  Unable to connect to Edward Jones Canada account Care Code FDP-105 (edited)

  Closed HWanless 152 views 22 comments 0 points Most recent by HWanless May 2024Adding and Updating Accounts
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  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 182 views 2 comments 0 points Most recent by Coach Natalie May 2024Known Product Issues
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  USAA Checking Balance $0.00

  Closed ChrisseyP 153 views 1 comment 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  How do I separate business and personal accounts in Simplifi ?

  Answered ✓ Closed patrickdundon 315 views 2 comments 0 points Most recent by Coach Kristina May 2024Getting Started
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  Please add Canadian MBNA

  Closed Gisa 22 views 1 comment 1 point Most recent by Coach Kristina May 2024Feedback
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  Merged: Ability to adjust Accounts List width [Edited]

  Gisa 21 views 0 comments 3 points Started by Gisa May 2024 Feature Requests
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  Why does adding an asset show as spending?

  Answered ✓ Closed PaulaMarie 134 views 14 comments 0 points Most recent by Coach Natalie May 2024Getting Started
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  Ability to easily switch account, profile or budget

  Closed jonandkiley 51 views 1 comment 1 point Most recent by Coach Jon May 2024Using Space Sharing
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  I have not been able to add my Chase or Discover credit card accounts (edited)

  Closed ekaplan 45 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Empty Banks Under Settings (edited)

  Answered ✓ Closed DannyB 31 views 3 comments 0 points Most recent by DannyB May 2024Troubleshooting
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  How to update manual balances

  Answered ✓ Closed Rory 135 views 2 comments 0 points Most recent by Rory May 2024Investments
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  Merged: Enable manual change from a closed account to disconnected

  vitus 1 view 0 comments 1 point Started by vitus May 2024 Feature Requests
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  Personal Loan from Discover Bank is posting as positive balance (edited)

  Closed JimRosebro 74 views 6 comments 0 points Most recent by JimRosebro May 2024Adding and Updating Accounts
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  The Farmers State Bank - New Madison, Ohio (edited)

  Active yendorreklaw 121 views 17 comments 1 point Most recent by yendorreklaw May 2024Report Missing Financial Institution
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  US Bank IRA not showing up in account list

  Closed pblackston 45 views 1 comment 1 point Most recent by Coach Jon May 2024Adding and Updating Accounts
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  How to manage foreign currency accounts?

  Answered ✓ Closed Christaaay 291 views 3 comments 0 points Most recent by Coach Jon May 2024Troubleshooting
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  reopen a closed account

  Answered ✓ Closed Janeborman 166 views 9 comments 1 point Most recent by DannyB May 2024Adding and Updating Accounts
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  American Funds 401k missing Holdings (edited)

  Closed LyT 312 views 17 comments 0 points Most recent by Coach Natalie May 2024Investments
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  Setting up a loan as an asset

  Answered ✓ Closed Samvet 103 views 1 comment 0 points Most recent by RobWilk May 2024Getting Started
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  America First Credit Union (AFCU) returning Care Code: FDP-101

  Closed doctboo 72 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Can Simplifi automatically sync new accounts under existing connections?

  Answered ✓ Closed Piyush Aggarwal 83 views 2 comments 0 points Most recent by Coach Kristina May 2024Adding and Updating Accounts
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  Automatically add new accounts to existing bank connections (edited)

  Active Piyush Aggarwal 41 views 0 comments 3 points Started by Piyush Aggarwal May 2024 Feature Requests
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  Add support for EquityZen

  Active gsoccer 11 views 1 comment 1 point Most recent by Coach Jon May 2024Report Missing Financial Institution
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  Issues With Wells Fargo Credit Card

  Closed JayBlank 416 views 6 comments 0 points Most recent by Coach Natalie May 2024Adding and Updating Accounts
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  Incorrect account balances when transferring between bank accounts

  Closed Bernardo 41 views 3 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  American Express Canada FDP-103 error (edited)

  Closed BigK75 54 views 1 comment 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Mohela Connection Issues (FDP102)

  Closed Pchamb1998 732 views 11 comments 0 points Most recent by Coach Jon May 2024Adding and Updating Accounts
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  Incorrect $0 balance for PayPal

  System 318 views 19 comments 0 points Most recent by Coach Kristina May 2024Adding and Updating Accounts
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  How is the best way to handle a CD in Simplifi

  Answered ✓ Closed N4KHQ 118 views 2 comments 0 points Most recent by N4KHQ May 2024Adding and Updating Accounts