Accounts

Discussion List

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  How to add I Bond account to Quicken Simplifi

  Closed trtrlik 53 views 1 comment 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  Balance on Manual Accounts Known Issue Since Sept 2024

  Closed Mauilisa 21 views 1 comment 0 points Most recent by SRC54 February 2025Feedback
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  New Account Type: Gift Card

  Active EL1234 442 views 9 comments 13 points Most recent by SRC54 February 2025Feature Requests
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  Simplifi Does Not Pull [HELOC Account] From PenFed

  Closed lsgc123 52 views 6 comments 0 points Most recent by lsgc123 January 2025Adding and Updating Accounts
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  Wording: “Last updated now ago” on the mobile app (edited)

  RobWilk 61 views 9 comments 0 points Most recent by Coach Natalie January 2025Report a Bug
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  FDP-103 Primis Bank

  Closed Mortimer Duke 2 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Ability to deduct rolled over planned spending from an account's available balance.

  Closed Me000000 12 views 2 comments 1 point Most recent by TiggerTrainer January 2025Feedback
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  Can Openbank by Santander Bank be added to Simplifi please?

  Closed wilsonlogan 136 views 1 comment 2 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Chase checking account pending balances are multiplied by -1

  Closed tylermdunn 40 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Too many account?

  Answered ✓ Closed kindeshaun 32 views 1 comment 0 points Most recent by Coach Jon January 2025Getting Started
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  Filters>Accounts: Sort list by Bank, Credit Card, and Investments (edited)

  Active tcr000 65 views 6 comments 5 points Most recent by Mysho2 January 2025Feature Requests
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  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  Closed b16707 82 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug
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  Bangor Savings Bank 'Bank Balance' not working

  Closed System 13 views 2 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  SoFi personal loan not showing

  Closed 63r50n 108 views 1 comment 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Select Multiple Accounts for for Saving Goal

  Closed Frank Drebin 11 views 2 comments 1 point Most recent by RobWilk January 2025Feedback
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  Struggling importing csv file from bank

  Closed David_S 46 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Pending deposits double in bank balance

  Closed Jlexky 153 views 21 comments 0 points Most recent by EL1234 January 2025Adding and Updating Accounts
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  Ally Bank no transactional downloads for Credit Card Accounts

  Closed Kuhzah 32 views 1 comment 0 points Most recent by Coach Natalie January 2025Adding and Updating Accounts
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  Support for E-Trade 2FA

  Closed llamafilm 183 views 3 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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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 2.6K 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 104 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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  Ability to mark "Favorite" accounts in each category

  Active Mnew 12 views 1 comment 5 points Most recent by DannyB January 2025Feature Requests
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  Add Logo Next to Account Name in the account/transaction display

  Active UrsulaA 63 views 1 comment 12 points Most recent by RobWilk December 2024Feature Requests