Accounts

Discussion List

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  List of Future Financial Account Connections

  Answered ✓ Closed Kevin Steinke 13 views 1 comment 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Do we have the ability to remove an account without removing the past transactions?

  Answered ✓ Closed Springzy 182 views 6 comments 0 points Most recent by Springzy March 2025Adding and Updating Accounts
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  Turn Off Projected Cash Flow Graph!!

  Closed ptbrown811 11 views 1 comment 0 points Most recent by Coach Natalie March 2025Feedback
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  Full SoFi Student Loan Balance Not Showing

  Closed georgeb3 127 views 7 comments 1 point Most recent by ajwesseler March 2025Adding and Updating Accounts
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  Chartway FCU connection error FDP-102

  Closed rking_2002 183 views 18 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
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  Missing accounts with AIG Retirement

  Closed System 139 views 16 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  Help with Valic/AIG/Corebridge

  Closed N4KHQ 248 views 19 comments 0 points Most recent by Coach Natalie March 2025Adding and Updating Accounts
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  4
  Move the Interval Refresh Icon to the left of the account name (edited)

  Completed Closed MWA 51 views 7 comments 4 points Most recent by Flopbot March 2025Feature Requests
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  Thrift Savings Plan will not connect (long time issue) - FDP-102 (edited)

  Closed User123484u 397 views 21 comments 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts
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  Unable to add American Express Credit Card account with the Intuit option (edited)

  Closed Mercs 165 views 7 comments 0 points Most recent by Coach Kristina March 2025Adding and Updating Accounts
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  New Vanguard connection problem

  Closed ejs 1.7K views 7 comments 0 points Most recent by Jeff C February 2025Adding and Updating Accounts
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  Vehicle loan reducing Liabilities instead of increasing

  Closed dougvanderyacht 85 views 5 comments 0 points Most recent by dougvanderyacht February 2025Adding and Updating Accounts
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  Feature Request: Multi-Currency Support in Quicken Simplifi

  Closed quick_user 52 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback
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  Account restore

  Closed Elew11 11 views 1 comment 1 point Most recent by Coach Natalie February 2025Feedback
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  Target Circle Card, Red Card, Not Showing Pending Transactions

  Closed TiggerTrainer 157 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  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
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  Wells Fargo Account Not Linking

  Closed rmpaquin 31 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts
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  Add Extraco Bank (edited)

  Closed dkhardwick 36 views 5 comments 1 point Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Receiving a payment without hopping back and forth between checking and accounts receivable

  Closed msoultan 43 views 1 comment 0 points Most recent by Coach Jon February 2025Invoices, Estimates, & Sales Receipts
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  Manual Sorting of Accounts [List]

  Closed candersoninc 12 views 2 comments 0 points Most recent by RobWilk February 2025Feedback
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  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 213 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts
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  Balance on manual account is just wrong

  Closed Engaiging 142 views 11 comments 0 points Most recent by TiggerTrainer February 2025Adding and Updating Accounts
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  Chase: Minor balance issues

  Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Manual bank balance no longer correct after deleting savings goal

  Closed galaxygal 72 views 4 comments 0 points Most recent by Coach Natalie February 2025Report a Bug
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  Unable to link to existing accounts with Wells Fargo

  Closed ejs 195 views 10 comments 0 points Most recent by ejs February 2025Adding and Updating Accounts
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  Accounts List cuts off in Dashboard view (edited)

  Closed Skeptic 98 views 7 comments 0 points Most recent by Skeptic February 2025Report a Bug
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  Robinhood doesn't show total balance anymore

  Closed vchan 1.1K views 12 comments 0 points Most recent by rogerh February 2025Investments
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  Correct account balance after transfer canceled

  Closed garyleephillips 52 views 7 comments 0 points Most recent by garyleephillips February 2025Troubleshooting