Accounts

Thrift Savings Plan will not connect (long time issue) - FDP-102 (edited)

Closed User123484u 321 views 21 comments 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts

Unable to add American Express Credit Card account with the Intuit option (edited)

Closed Mercs 102 views 7 comments 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts

New Vanguard connection problem

Closed ejs 1.7K views 7 comments 0 points Most recent by Jeff C February 2025Adding and Updating Accounts

Vehicle loan reducing Liabilities instead of increasing

Closed dougvanderyacht 71 views 5 comments 0 points Most recent by dougvanderyacht February 2025Adding and Updating Accounts

Feature Request: Multi-Currency Support in Quicken Simplifi

Closed quick_user 41 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback

Account restore

Closed Elew11 12 views 1 comment 1 point Most recent by Coach Natalie February 2025Feedback

Target Circle Card, Red Card, Not Showing Pending Transactions

Closed TiggerTrainer 138 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 21 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Wells Fargo Account Not Linking

Closed rmpaquin 32 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Add Extraco Bank (edited)

Closed dkhardwick 22 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 41 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 176 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts

Balance on manual account is just wrong

Closed Engaiging 108 views 11 comments 0 points Most recent by TiggerTrainer February 2025Adding and Updating Accounts

Chase: Minor balance issues

Closed RobWilk 12 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 172 views 10 comments 0 points Most recent by ejs February 2025Adding and Updating Accounts

Accounts List cuts off in Dashboard view (edited)

Closed Skeptic 84 views 7 comments 0 points Most recent by Skeptic February 2025Report a Bug

Robinhood doesn't show total balance anymore

Closed vchan 861 views 12 comments 0 points Most recent by rogerh February 2025Investments

Correct account balance after transfer canceled

Closed garyleephillips 42 views 7 comments 0 points Most recent by garyleephillips February 2025Troubleshooting

Accounting for HSA Deposits

Closed ericksonjb 51 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 44 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 22 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 9 comments 0 points Most recent by Coach Natalie January 2025Report a Bug

FDP-103 Primis Bank

Closed Mortimer Duke 1 view 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 12 views 2 comments 1 point Most recent by TiggerTrainer January 2025Feedback

Can Openbank by Santander Bank be added to Simplifi please?

Closed wilsonlogan 136 views 1 comment 2 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Accounts

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