Accounts

Discussion List

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  how do I enter credit card information in Simplifi? (edited)

  Answered ✓ Closed rj2 246 views 2 comments 0 points Most recent by DannyB August 2023Adding and Updating Accounts
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  Backdate manual accounts for the Net Worth Report? (edited)

  Answered ✓ Closed Apr627 184 views 2 comments 0 points Most recent by DannyB August 2023Using Reports
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  See transactions in Activity

  Closed GIJosh 33 views 1 comment 1 point Most recent by Coach Natalie July 2023Adding and Updating Accounts
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  Unable to link to existing accounts

  Closed Apr627 103 views 1 comment 0 points Most recent by Coach Natalie July 2023Adding and Updating Accounts
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  No running balance column is a deal-breaker.

  Closed dddaddd 71 views 1 comment 0 points Most recent by Coach Natalie July 2023Feedback
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  Reconnect process doesn't work to link to existing accounts - workaround identified

  Closed bowgy4 480 views 0 comments 3 points Started by bowgy4 July 2023 Feedback
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  Merged: Ability to assign Planned Spending expenses to an account (edited)

  avihawver 21 views 0 comments 1 point Started by avihawver July 2023 Feature Requests
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  How do I cancel/end savings goal after the money is already spent without inflating acct balance?

  Answered ✓ Closed ewalkerc 117 views 1 comment 0 points Most recent by DannyB July 2023Using Savings Goals
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  Lost credit card carries balance to a new card number - how to setup? One acct or two?

  Answered ✓ Closed jkhy 187 views 5 comments 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  Mobile App: Update the Accounts page for better scrolling through accounts (edited)

  Active jwscott 41 views 1 comment 1 point Most recent by Coach Natalie June 2023Feature Requests
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  What's the point of the Savings account type and Savings report?

  Answered ✓ Closed pkp 146 views 1 comment 0 points Most recent by SRC54 June 2023Using Reports
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  Balance with pending is inaccurate

  Closed MrGood 76 views 2 comments 0 points Most recent by MrGood June 2023Report a Bug
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  Discrepancy Between Savings Goals Page and Accounts List (edited)

  Closed ajbopp 62 views 2 comments 0 points Most recent by ajbopp June 2023Report a Bug
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  Is there a way to select all accounts?

  Answered ✓ Closed scottbaird 54 views 1 comment 0 points Most recent by Coach Natalie June 2023Using Reports
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  Robinhood Spending Account - unable to add (edited)

  Closed elijahpb 191 views 1 comment 1 point Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  Foreign Currency?

  Answered ✓ Closed Myschles 88 views 1 comment 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  American Express High Yield Savings Account - Not Linking to Simplifi

  Closed Lance 4K views 39 comments 0 points Most recent by abbiefaye June 2023Adding and Updating Accounts
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  Balance with pending is inaccurate (edited)

  Closed CamperWill 76 views 1 comment 0 points Most recent by Coach Natalie June 2023Adding and Updating Accounts
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  Limit Spending Plan to Certain Accounts?

  Answered ✓ Closed Diver4242 73 views 4 comments 0 points Most recent by Diver4242 June 2023Using the Spending Plan
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  Edit Pending Settings link is non-functional on mobile web browser (edited)

  Closed ajbopp 113 views 11 comments 0 points Most recent by Coach Natalie June 2023Report a Bug
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  Show Institution Names on Dashboard/Account List (edited)

  Active johnb 105 views 5 comments 6 points Most recent by DannyB May 2023Feature Requests
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  Fidelity Pending Transactions/Balance?

  Answered ✓ Closed Diver4242 142 views 1 comment 0 points Most recent by Coach Natalie May 2023Adding and Updating Accounts
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  No updates to manual account balance

  Answered ✓ Closed MikeK83 151 views 1 comment 0 points Most recent by Coach Natalie May 2023Getting Started
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  Use Simplifi without linking bank accounts

  Answered ✓ Closed BobE 457 views 2 comments 0 points Most recent by Coach Natalie May 2023Getting Started
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  Hybrid Bank/Investing Account Type

  Active cdorsi 44 views 0 comments 2 points Started by cdorsi May 2023 Feature Requests
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  How to add annuities?

  Answered ✓ Closed Diver4242 120 views 3 comments 0 points Most recent by Coach Natalie May 2023Adding and Updating Accounts
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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 114 views 3 comments 6 points Most recent by SanMarzano May 2023Feature Requests
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  1
  Bank Balance vs Balance with Pending per account

  Already Offered Closed roscoevm 110 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests