Accounts

Discussion List

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  Bug Report - manual account balance not changing

  Closed UrsulaA 722 views 28 comments 0 points Most recent by Paul O. January 1Report a Bug
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  Ability to reconcile accounts [edited] (1 Merged Vote)

  Active jason518 1.9K views 45 comments 40 points Most recent by jaburo January 1Feature Requests
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  Add Partner Colorado Credit Union to link

  In Review BigMac61 15 views 0 comments 1 point Started by BigMac61 December 2023 Report Missing Financial Institution
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  Finding out when account information was last refreshed

  Answered ✓ Closed pandaboy 296 views 4 comments 0 points Most recent by pandaboy December 2023Adding and Updating Accounts
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  New to Simplifi setup - can't get past adding accounts....

  Closed JMChi623 162 views 3 comments 0 points Most recent by JMChi623 December 2023Getting Started
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  Having two accounts in Wealthfront won't connect

  Closed jkmladucky 77 views 1 comment 0 points Most recent by Coach Kristina December 2023Adding and Updating Accounts
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  Single Fiscal Year

  Answered ✓ Closed PlanoWineguy 57 views 3 comments 0 points Most recent by Coach Natalie December 2023Troubleshooting
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  CD and Money Market Account $0 Balance

  Answered ✓ Closed Call me. 34 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Pending Citi Credit Card Transactions Not Counted in Balance (edited)

  Closed bigskyvt 150 views 3 comments 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Balance issues with Fidelity Rewards Visa (edited)

  Closed System 114 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  How to add American Express Savings and CD accounts? (edited)

  Answered ✓ Closed pdavidk 64 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Add Fidelity Cash Management Account (CMA) as Checking

  Closed Dognose 182 views 2 comments 0 points Most recent by Dognose December 2023Adding and Updating Accounts
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  Features Requested

  Closed BigPicture 52 views 1 comment 0 points Most recent by UrsulaA December 2023Feedback
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  Merged: Account Last Refreshed Date and Time

  CameronL 11 views 0 comments 1 point Started by CameronL December 2023 Feature Requests
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  Alternate Account Categorization?

  Answered ✓ Closed budgetj75 40 views 2 comments 1 point Most recent by budgetj75 December 2023Troubleshooting
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  Updating a Manual Account Asset Value from App (edited)

  Closed LarsLooperMan 129 views 2 comments 0 points Most recent by UrsulaA December 2023Report a Bug
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  Can you link assets to loan accounts?

  Closed Aaron V 138 views 1 comment 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  E*Trade Connection

  Closed Scott1 271 views 5 comments 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Merged: Customizable Account Types and Grouping

  gingerscatdad 11 views 0 comments 1 point Started by gingerscatdad December 2023 Feature Requests
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  Credit cards balances display

  Closed Dani Dani 22 views 1 comment 0 points Most recent by Coach Natalie December 2023Feedback
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  New Feature Requests for Quicken Simplifi

  Closed Tw1sted 63 views 5 comments 1 point Most recent by Coach Natalie December 2023Feedback
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  Merged: Make an adjustment to the "Accounts" list UI on the web Dashboard page.

  scottiecosmo 21 views 0 comments 2 points Started by scottiecosmo December 2023 Feature Requests
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  How do I lower the balance on a manual account?

  Answered ✓ Closed Miri 564 views 5 comments 0 points Most recent by RobWilk December 2023Adding and Updating Accounts
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  Two Chase Credentials - Unable to View Accounts from Second Login

  Closed cara 254 views 4 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Chase Account Balances Show as $0/Unable to Add Accounts (edited)

  Closed NH_25 776 views 18 comments 0 points Most recent by NH_25 December 2023Adding and Updating Accounts
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  Add Logo Next to Account Name in the account/transaction display

  Active UrsulaA 41 views 0 comments 4 points Started by UrsulaA December 2023 Feature Requests
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  Any way to have an account treated as “separate”

  Closed ps56k 194 views 5 comments 1 point Most recent by RobWilk December 2023Troubleshooting
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  Is there a way to avoid Treasurydirect OTP request?

  Answered ✓ Closed ffgwkljrrxje 492 views 5 comments 0 points Most recent by ffgwkljrrxje December 2023Adding and Updating Accounts
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  Merged: Chase accounts disappeared, can't add them back

  chris5234 1 view 0 comments 0 points Started by chris5234 December 2023 Adding and Updating Accounts
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  On my Discover bank account, my current balance is an "Interest Transaction"

  Closed System 97 views 7 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts