Accounts

Account restore

Closed Elew11 11 views 1 comment 1 point Most recent by Coach Natalie February 2025Feedback

Target Circle Card, Red Card, Not Showing Pending Transactions

Closed TiggerTrainer 135 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Need to be able to link to servicing.mohela.com

Closed chemsam08 27 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Wells Fargo Account Not Linking

Closed rmpaquin 33 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Add Extraco Bank (edited)

Closed dkhardwick 24 views 5 comments 1 point Most recent by Coach Jon February 2025Adding and Updating Accounts

Receiving a payment without hopping back and forth between checking and accounts receivable

Closed msoultan 46 views 1 comment 0 points Most recent by Coach Jon February 2025Invoices, Estimates, & Sales Receipts

Manual Sorting of Accounts [List]

Closed candersoninc 12 views 2 comments 0 points Most recent by RobWilk February 2025Feedback

Properly reflecting Rental Income in Simplifi

Closed Truthsayer 167 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts

Balance on manual account is just wrong

Closed Engaiging 98 views 11 comments 0 points Most recent by TiggerTrainer February 2025Adding and Updating Accounts

Chase: Minor balance issues

Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

Manual bank balance no longer correct after deleting savings goal

Closed galaxygal 52 views 4 comments 0 points Most recent by Coach Natalie February 2025Report a Bug

Unable to link to existing accounts with Wells Fargo

Closed ejs 151 views 10 comments 0 points Most recent by ejs February 2025Adding and Updating Accounts

Accounts List cuts off in Dashboard view (edited)

Closed Skeptic 70 views 7 comments 0 points Most recent by Skeptic February 2025Report a Bug

Robinhood doesn't show total balance anymore

Closed vchan 818 views 12 comments 0 points Most recent by rogerh February 2025Investments

Correct account balance after transfer canceled

Closed garyleephillips 44 views 7 comments 0 points Most recent by garyleephillips February 2025Troubleshooting

Accounting for HSA Deposits

Closed ericksonjb 53 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

How to add I Bond account to Quicken Simplifi

Closed trtrlik 42 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts

Balance on Manual Accounts Known Issue Since Sept 2024

Closed Mauilisa 21 views 1 comment 0 points Most recent by SRC54 February 2025Feedback

13

New Account Type: Gift Card

Active EL1234 444 views 9 comments 13 points Most recent by SRC54 February 2025Feature Requests

Simplifi Does Not Pull [HELOC Account] From PenFed

Closed lsgc123 52 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 113 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 35 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 73 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

Accounts

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