Accounts

Discussion List

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  Balance issues with Fidelity Rewards Visa (edited)

  Closed System 115 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 194 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 132 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 152 views 1 comment 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  E*Trade Connection

  Closed Scott1 290 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 64 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 592 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 265 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_25 787 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 197 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 500 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 98 views 7 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Merged: Unable to connect to Ally Auto Financing

  lstuiber 1 view 0 comments 0 points Started by lstuiber December 2023 Adding and Updating Accounts
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  Can anyone suggest a better way of tracking apple card with Simplify? (edited)

  Answered ✓ Closed N4KHQ 2.1K views 2 comments 0 points Most recent by N4KHQ December 2023Adding and Updating Accounts
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  Remove Clutter from the Dashboard Account List

  Closed CapnWillP 37 views 3 comments 1 point Most recent by DannyB December 2023Feedback
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  Unable to add a second set of credentials with Equitable Life Insurance Company (edited)

  Closed thaJack 107 views 8 comments 0 points Most recent by thaJack December 2023Adding and Updating Accounts
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  Quicken pulled in credit card account in spite of not activating it or linking to it.

  Closed Taylorjram 34 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
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  Add a button or option to "collapse all accounts" in the Accounts List

  Active System 47 views 1 comment 3 points Most recent by JazzGuy December 2023Feature Requests
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  TreasuryDirect.gov FDP-105 error (edited)

  Closed Helios 74 views 2 comments 1 point Most recent by Helios December 2023Report a Bug
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  Add a Balance History chart to each account page (edited)

  Active jsy42 32 views 1 comment 1 point Most recent by SimpliJSHL November 2023Feature Requests
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  Favorites Group at the top of the Accounts List (edited)

  Active Philk 124 views 9 comments 5 points Most recent by Philk November 2023Feature Requests