Accounts

Simplifi Does Not Pull [HELOC Account] From PenFed

Closed lsgc123 51 views 6 comments 0 points Most recent by lsgc123 January 2025Adding and Updating Accounts

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

RobWilk 61 views 10 comments 0 points Most recent by Coach Natalie January 2025Report a Bug

FDP-103 Primis Bank

Closed Mortimer Duke 2 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

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

Closed Me000000 11 views 2 comments 1 point Most recent by TiggerTrainer January 2025Feedback

Can Openbank by Santander Bank be added to Simplifi please?

Closed wilsonlogan 107 views 1 comment 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts

Chase checking account pending balances are multiplied by -1

Closed tylermdunn 33 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Too many account?

Answered ✓ Closed kindeshaun 31 views 1 comment 0 points Most recent by Coach Jon January 2025Getting Started

5

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

Active tcr000 61 views 6 comments 5 points Most recent by Mysho2 January 2025Feature Requests

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

Closed b16707 65 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug

Bangor Savings Bank 'Bank Balance' not working

Closed System 11 views 2 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

SoFi personal loan not showing

Closed 63r50n 65 views 1 comment 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts

Select Multiple Accounts for for Saving Goal

Closed Frank Drebin 12 views 2 comments 1 point Most recent by RobWilk January 2025Feedback

Struggling importing csv file from bank

Closed David_S 31 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Pending deposits double in bank balance

Closed Jlexky 131 views 21 comments 0 points Most recent by EL1234 January 2025Adding and Updating Accounts

Ally Bank no transactional downloads for Credit Card Accounts

Closed Kuhzah 32 views 1 comment 0 points Most recent by Coach Natalie January 2025Adding and Updating Accounts

Support for E-Trade 2FA

Closed llamafilm 144 views 3 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Merged: Connect Amazon Account to Simplifi

Closed SomeVashonFolks 1 view 0 comments 2 points Started by SomeVashonFolks January 2025 Feature Requests

Savings Goal Contributions to Joint Account

Closed Lawnchair 31 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals

Chase balance is incorrect (edited)

Closed RobWilk 2.4K views 135 comments 3 points Most recent by RobWilk January 2025Adding and Updating Accounts

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

Closed JCMattingly 96 views 9 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts

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

Closed tylermdunn 31 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

TIAA retirement account not registering

Closed cardcj 319 views 22 comments 0 points Most recent by Coach Jon January 2025Adding 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 2025Feature Requests

New(?) "cash" options for bank account type

Answered ✓ Closed ejs 34 views 1 comment 0 points Most recent by SRC54 January 2025Adding and Updating Accounts

Bank Balance (default) Setting Not Functioning

Closed Charles Collins 125 views 18 comments 0 points Most recent by Charles Collins December 2024Troubleshooting

Ability To Sort Accounts List By Amount

Closed kopernykus 12 views 1 comment 3 points Most recent by Coach Jon December 2024Using the Dashboard

12

Add Logo Next to Account Name in the account/transaction display

Active UrsulaA 62 views 1 comment 12 points Most recent by RobWilk December 2024Feature Requests

Show Financial Institution Logo next to Account

Closed simpli_struggle 21 views 1 comment 1 point Most recent by Coach Jon December 2024Feedback

Merged: Savings Goals in Projected Cash Flow

Closed KAEAL 11 views 0 comments 3 points Most recent by tobyN December 2024Feature Requests

Accounts

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