Discussion List

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  Incorrect balance after converting Kohls account to manual

  Closed System 31 views 5 comments 0 points Most recent by EL1234 April 2024Troubleshooting
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.3K views 11 comments 30 points Most recent by Candice318 April 2024Feature Requests
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  Missing Banking Institution - AllSouth Federal Credit Union (edited)

  Closed Kacey Walsh 41 views 1 comment 1 point Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 201 views 16 comments 0 points Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  Why does my manual real estate account have a 0 balance?

  Closed willjames 31 views 4 comments 0 points Most recent by willjames April 2024Adding and Updating Accounts
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  Hiding Chase accounts

  Answered ✓ Closed kac00 485 views 3 comments 0 points Most recent by Coach Kristina April 2024Adding and Updating Accounts
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  Add sparklines for accounts and investment holdings

  Active jsy42 21 views 4 comments 1 point Most recent by jsy42 April 2024Feature Requests
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  Macy's card not showing balance

  Closed mthoman1 127 views 3 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Does Simplifi Support Brokerage and Investment Accounts from Citibank

  Answered ✓ Closed Mike T 172 views 5 comments 0 points Most recent by Mike T April 2024Adding and Updating Accounts
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  Merged: Make it easier to update real estate values or add connection to zillow or realtor.com for …

  mw7b 1 view 0 comments 1 point Started by mw7b April 2024 Feature Requests
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  Merged: Connect auto values to KBB like mint did

  mw7b 1 view 0 comments 1 point Started by mw7b April 2024 Feature Requests
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  More hiding options

  Closed amhopi 105 views 1 comment 1 point Most recent by Coach Natalie April 2024Feedback
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  Multiple sign-ins for the same institution

  Closed ajotte 186 views 3 comments 1 point Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Ability to merge two accounts into one (edited)

  Active ajotte 43 views 0 comments 2 points Started by ajotte April 2024 Feature Requests
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  Many usability and UI issues. Here are a couple:

  Closed dgfin 31 views 4 comments 1 point Most recent by RockLee April 2024Feedback
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  TD Bank Credit Card Bank Balance Incorrect

  Closed Username254 107 views 3 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  What's the best account type for Cash Management Acct?

  Answered ✓ Closed HudsonGuy 57 views 2 comments 0 points Most recent by HudsonGuy April 2024Adding and Updating Accounts
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  The bank balance doesn't change when I input a manual transaction in different timezones

  Closed Morey Chang 71 views 5 comments 0 points Most recent by Morey Chang March 2024Adding and Updating Accounts
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  Allow closed accounts to still update with the bank (edited)

  Active defiantsnack000 46 views 1 comment 1 point Most recent by SusieQ March 2024Feature Requests
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  Balance with pending is incorrect

  Closed bintalbalad 41 views 1 comment 0 points Most recent by Coach Jon March 2024Troubleshooting
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  Vehicle Asset, Loan, and payments

  Closed gskluzacek 1K views 14 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts
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  Can Simplifi automated the Home asset and Auto asset value?

  Closed Stella 51 views 2 comments 0 points Most recent by Alex C March 2024Feedback
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  Home equity line of credit showing as asset

  Closed Surferdude 125 views 7 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts
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  Merged: Baselane Bank

  Brendan 1 view 0 comments 1 point Started by Brendan March 2024 Report Missing Financial Institution
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  TD Canada Trust and missing RESP accounts (edited)

  Closed jahman 94 views 3 comments 0 points Most recent by Coach Kristina March 2024Adding and Updating Accounts
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  First Tech Credit Union - last 4 of account number is shown as account balance.

  Closed Secure_User 21 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts
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  Merged: Display CD Account Rates and Maturity Date

  Kedarnath 1 view 0 comments 1 point Started by Kedarnath March 2024 Feature Requests
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  Project CD Balances

  Active BradleyBenSmith 61 views 1 comment 3 points Most recent by Kedarnath March 2024Feature Requests
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  Ability to exclude whole accounts

  Closed Lessthan 42 views 2 comments 1 point Most recent by Coach Kristina March 2024Using the Spending Plan