Accounts

Discussion List

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  Merged: Connect Amazon Account to Simplifi

  Closed SomeVashonFolks 1 view 0 comments 2 points Most recent by SomeVashonFolks January 2025Feature Requests
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  Savings Goal Contributions to Joint Account

  Closed Lawnchair 43 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals
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  Chase balance is incorrect (edited)

  Closed RobWilk 2.4K views 134 comments 3 points Most recent by RobWilk January 2025Adding and Updating Accounts
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  Quicken Simplifi "Balance with Pending" no longer matches my bank (CapitalOne) - off by $87.35

  Closed JCMattingly 105 views 9 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts
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  Chase account multiplies pending balance by -1, does not save "balance type" preference

  Closed tylermdunn 32 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  TIAA retirement account not registering

  Closed cardcj 330 views 22 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Ability to mark "Favorite" accounts in each category

  Active Mnew 15 views 1 comment 5 points Most recent by DannyB January 2025Feature Requests
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  New(?) "cash" options for bank account type

  Answered ✓ Closed ejs 41 views 1 comment 0 points Most recent by SRC54 January 2025Adding and Updating Accounts
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  Bank Balance (default) Setting Not Functioning

  Closed Charles Collins 143 views 18 comments 0 points Most recent by Charles Collins December 2024Troubleshooting
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  Ability To Sort Accounts List By Amount

  Closed kopernykus 13 views 1 comment 3 points Most recent by Coach Jon December 2024Using the Dashboard
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  Add Logo Next to Account Name in the account/transaction display

  Active UrsulaA 62 views 1 comment 12 points Most recent by RobWilk December 2024Feature Requests
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  Show Financial Institution Logo next to Account

  Closed simpli_struggle 21 views 1 comment 1 point Most recent by Coach Jon December 2024Feedback
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  Merged: Savings Goals in Projected Cash Flow

  Closed KAEAL 11 views 0 comments 3 points Most recent by tobyN December 2024Feature Requests
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  accounts export

  Closed DSPatrick 31 views 2 comments 0 points Most recent by DSPatrick December 2024Troubleshooting
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  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed Closed RSKadish 1.6K views 57 comments 161 points Most recent by Matt Anfang December 2024Feature Requests
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  Incorrect balance from bank causes incorrect projections (edited)

  Closed everydave 418 views 42 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Ability to choose which connected accounts get updated (edited)

  Completed Closed jfmclaugh 326 views 12 comments 35 points Most recent by Coach Natalie December 2024Feature Requests
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  Balance Issues with Citi (edited)

  Closed TheReal702 1.4K views 115 comments 1 point Most recent by EL1234 December 2024Adding and Updating Accounts
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  Simplifi Calculates FUSB Balance Wrong Again Today

  Closed SRC54 473 views 46 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ Closed ender 904 views 8 comments 0 points Most recent by AaronJB December 2024Adding and Updating Accounts
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  Connecting to Edelman Financial Engines

  Closed cardcj 30 views 2 comments 0 points Most recent by cardcj December 2024Adding and Updating Accounts
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  Merged: add JeniusBank (part of SMBC MANUBANK)

  Closed nmavor 1 view 0 comments 1 point Most recent by nmavor December 2024Report Missing Financial Institution or Biller
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  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Closed Ryan-H 170 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 895 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
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  Quicken has incorrect checking balance

  Closed N4KHQ 118 views 10 comments 0 points Most recent by N4KHQ December 2024Managing Your Transactions
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  Setting a brokerage account to type "Savings"

  Closed RockLee 149 views 13 comments 0 points Most recent by SRC54 December 2024Adding and Updating Accounts
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  Closed jdtrujillo 42 views 6 comments 0 points Most recent by UrsulaA December 2024Report a Bug
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  Merged: Issue: Transfer feature does not allow DC as a state

  Closed xnn7 1 view 0 comments 0 points Most recent by xnn7 December 2024Report a Bug
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  How to disconnect Apple Cash and Apple Savings account?

  Answered ✓ Closed LakGoy 53 views 1 comment 1 point Most recent by UrsulaA December 2024Adding and Updating Accounts