Accounts

Discussion List

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  FDP-106 First Bank - CA, IL, Mo First.Bank

  Closed CannonTV 37 views 5 comments 0 points Most recent by Coach Natalie January 10Adding and Updating Accounts
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  Property valuation not updating (edited)

  Answered ✓ Closed elnuk 34 views 1 comment 0 points Most recent by UrsulaA January 10Troubleshooting
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  Discover Bank Balance has decimal shifted - millions? (Finicity) [edited]

  Closed CanyonHawks 76 views 9 comments 1 point Most recent by Coach Natalie January 9Adding and Updating Accounts
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  Manual account balance not updating with new transactions

  Closed wytchipoo 53 views 2 comments 0 points Most recent by Coach Natalie January 9Report a Bug
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  Simplifi won't add my second Citibank account

  Closed SWC 38 views 1 comment 0 points Most recent by Coach Kristina January 7Adding and Updating Accounts
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  Updating the Value of an Asset

  Answered ✓ Closed LH13 1.2K views 22 comments 0 points Most recent by hwu January 7Troubleshooting
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  Manual account balance not changing after adding transaction.

  Answered ✓ Closed enigmaaaaa 63 views 1 comment 0 points Most recent by RobWilk January 7Troubleshooting
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  Contributing to goals then deleting goals adds contributed amount to funding account

  Answered ✓ Closed idkmanm 51 views 1 comment 0 points Most recent by idkmanm January 7Report a Bug
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  Merged: Ability to designate which accounts update automatically when launching Simplifi

  RipTWD 11 views 0 comments 2 points Started by RipTWD January 7 Feature Requests
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  Unable to add Discover accounts

  Closed System 60 views 2 comments 0 points Most recent by mcwillzz January 7Adding and Updating Accounts
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  Multiple Logins to same Financial Institutions - Forgets Prior Login

  Closed micaheldotu 125 views 1 comment 0 points Most recent by Coach Kristina January 6Adding and Updating Accounts
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  New Account Asset doesn't increase networth

  Closed LXP 17 views 1 comment 0 points Most recent by Coach Natalie January 5Report a Bug
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  A Question About Account Types

  Answered ✓ Closed ajbopp 84 views 6 comments 0 points Most recent by UrsulaA January 5Managing Your Transactions
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  Manual Account Balance Not Updating (edited)

  Closed Scotty Mac 242 views 6 comments 0 points Most recent by Scotty Mac January 4Report a Bug
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  Seattle Credit Union Credit Cards Showing As Assets and Missing Transactions (edited)

  Closed Mona 51 views 1 comment 0 points Most recent by Coach Natalie January 4Adding and Updating Accounts
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  Fidelity HSA accounts fail to add (edited)

  Closed MinB 2.1K views 60 comments 3 points Most recent by Coach Natalie January 4Adding and Updating Accounts
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  Simplifi "balance with pending" not changing (continuing from known issue)

  Closed AmyT 73 views 10 comments 0 points Most recent by Coach Natalie January 3Report a Bug
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  Bank Balance Fluctuates Constantly

  Answered ✓ Closed Paul P 45 views 1 comment 0 points Most recent by Coach Natalie January 3Troubleshooting
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  "Balance with Pending" only shows the pending portion

  Closed josh-budgets 45 views 2 comments 0 points Most recent by josh-budgets January 3Adding and Updating Accounts
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  Merged: Marcus by Goldman Sachs connection issue

  UrsulaA 61 views 0 comments 0 points Started by UrsulaA January 3 Report a Bug
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  Filters: Allow Entire Account Groupings to Be Selected (edited)

  Active patg 47 views 1 comment 3 points Most recent by EL1234 January 3Feature Requests
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  My credit card is showing a wildly different balance - initial setup

  Closed Dregar 84 views 5 comments 0 points Most recent by Coach Kristina January 2Adding and Updating Accounts
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  Bug Report - manual account balance not changing

  Closed UrsulaA 731 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 2K views 45 comments 40 points Most recent by jaburo January 1Feature Requests
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  Finding out when account information was last refreshed

  Answered ✓ Closed pandaboy 304 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 165 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 81 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. 37 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 157 views 3 comments 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts