Accounts

Need to be able to link to servicing.mohela.com

Closed chemsam08 23 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Wells Fargo Account Not Linking

Closed rmpaquin 35 views 1 comment 0 points Most recent by Coach Kristina February 2025Adding and Updating Accounts

Add Extraco Bank (edited)

Closed dkhardwick 24 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 48 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 209 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts

Balance on manual account is just wrong

Closed Engaiging 137 views 11 comments 0 points Most recent by TiggerTrainer February 2025Adding and Updating Accounts

Chase: Minor balance issues

Closed RobWilk 16 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 75 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 194 views 10 comments 0 points Most recent by ejs February 2025Adding and Updating Accounts

Accounts List cuts off in Dashboard view (edited)

Closed Skeptic 93 views 7 comments 0 points Most recent by Skeptic February 2025Report a Bug

Robinhood doesn't show total balance anymore

Closed vchan 1.1K views 12 comments 0 points Most recent by rogerh February 2025Investments

Correct account balance after transfer canceled

Closed garyleephillips 54 views 7 comments 0 points Most recent by garyleephillips February 2025Troubleshooting

Accounting for HSA Deposits

Closed ericksonjb 56 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 55 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 26 views 1 comment 0 points Most recent by SRC54 February 2025Feedback

13

New Account Type: Gift Card

Active EL1234 452 views 9 comments 13 points Most recent by SRC54 February 2025Feature Requests

Simplifi Does Not Pull [HELOC Account] From PenFed

Closed lsgc123 64 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 64 views 9 comments 0 points Most recent by Coach Natalie January 2025Report a Bug

FDP-103 Primis Bank

Closed Mortimer Duke 4 views 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 17 views 2 comments 1 point Most recent by TiggerTrainer January 2025Feedback

Can Openbank by Santander Bank be added to Simplifi please?

Closed wilsonlogan 149 views 1 comment 2 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Chase checking account pending balances are multiplied by -1

Closed tylermdunn 55 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Too many account?

Answered ✓ Closed kindeshaun 34 views 1 comment 0 points Most recent by Coach Jon January 2025Getting Started

5

Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

Active tcr000 82 views 6 comments 5 points Most recent by Mysho2 January 2025Feature Requests

2 different credit cards pulling in same numbers (quicken simplifi) - Discover

Closed b16707 94 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug

Bangor Savings Bank 'Bank Balance' not working

Closed System 19 views 2 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

SoFi personal loan not showing

Closed 63r50n 115 views 1 comment 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts

Select Multiple Accounts for for Saving Goal

Closed Frank Drebin 18 views 2 comments 1 point Most recent by RobWilk January 2025Feedback

Accounts

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