Discussion List

• 
  My credit card is showing a wildly different balance - initial setup

  Closed Dregar 81 views 5 comments 0 points Most recent by Coach Kristina January 2024Adding and Updating Accounts
• 
  Bug Report - manual account balance not changing

  Closed UrsulaA 753 views 28 comments 0 points Most recent by Paul O. January 2024Report a Bug
• 
  Finding out when account information was last refreshed

  Answered ✓ Closed pandaboy 312 views 4 comments 0 points Most recent by pandaboy December 2023Adding and Updating Accounts
• 
  New to Simplifi setup - can't get past adding accounts....

  Closed JMChi623 171 views 3 comments 0 points Most recent by JMChi623 December 2023Getting Started
• 
  Having two accounts in Wealthfront won't connect

  Closed jkmladucky 82 views 1 comment 0 points Most recent by Coach Kristina December 2023Adding and Updating Accounts
• 
  Single Fiscal Year

  Answered ✓ Closed PlanoWineguy 52 views 3 comments 0 points Most recent by Coach Natalie December 2023Troubleshooting
• 
  CD and Money Market Account $0 Balance

  Answered ✓ Closed Call me. 41 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  Pending Citi Credit Card Transactions Not Counted in Balance (edited)

  Closed bigskyvt 179 views 3 comments 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  Balance issues with Fidelity Rewards Visa (edited)

  Closed System 113 views 2 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  How to add American Express Savings and CD accounts? (edited)

  Answered ✓ Closed pdavidk 65 views 1 comment 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  Add Fidelity Cash Management Account (CMA) as Checking

  Closed Dognose 234 views 2 comments 0 points Most recent by Dognose December 2023Adding and Updating Accounts
• 
  Features Requested

  Closed BigPicture 51 views 1 comment 0 points Most recent by UrsulaA December 2023Feedback
• 
  Merged: Account Last Refreshed Date and Time

  CameronL 11 views 0 comments 1 point Started by CameronL December 2023 Feature Requests
• 
  Alternate Account Categorization?

  Answered ✓ Closed budgetj75 41 views 2 comments 1 point Most recent by budgetj75 December 2023Troubleshooting
• 
  Updating a Manual Account Asset Value from App (edited)

  Closed LarsLooperMan 132 views 2 comments 0 points Most recent by UrsulaA December 2023Report a Bug
• 
  Can you link assets to loan accounts?

  Closed Aaron V 199 views 1 comment 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  E*Trade Connection

  Closed Scott1 341 views 5 comments 1 point Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  Merged: Customizable Account Types and Grouping

  gingerscatdad 11 views 0 comments 1 point Started by gingerscatdad December 2023 Feature Requests
• 
  Credit cards balances display

  Closed Dani Dani 21 views 1 comment 0 points Most recent by Coach Natalie December 2023Feedback
• 
  New Feature Requests for Quicken Simplifi

  Closed Tw1sted 62 views 5 comments 1 point Most recent by Coach Natalie December 2023Feedback
• 
  Merged: Make an adjustment to the "Accounts" list UI on the web Dashboard page.

  scottiecosmo 21 views 0 comments 2 points Started by scottiecosmo December 2023 Feature Requests
• 
  How do I lower the balance on a manual account?

  Answered ✓ Closed Miri 689 views 5 comments 0 points Most recent by RobWilk December 2023Adding and Updating Accounts
• 
  Two Chase Credentials - Unable to View Accounts from Second Login

  Closed cara 289 views 4 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  Chase Account Balances Show as $0/Unable to Add Accounts (edited)

  Closed NH_25 837 views 18 comments 0 points Most recent by NH_25 December 2023Adding and Updating Accounts
• 
  Any way to have an account treated as “separate”

  Closed ps56k 226 views 5 comments 1 point Most recent by RobWilk December 2023Troubleshooting
• 
  Is there a way to avoid Treasurydirect OTP request?

  Answered ✓ Closed ffgwkljrrxje 537 views 5 comments 0 points Most recent by ffgwkljrrxje December 2023Adding and Updating Accounts
• 
  Merged: Chase accounts disappeared, can't add them back

  chris5234 1 view 0 comments 0 points Started by chris5234 December 2023 Adding and Updating Accounts
• 
  On my Discover bank account, my current balance is an "Interest Transaction"

  Closed System 101 views 7 comments 0 points Most recent by Coach Natalie December 2023Adding and Updating Accounts
• 
  Merged: Unable to connect to Ally Auto Financing

  lstuiber 1 view 0 comments 0 points Started by lstuiber December 2023 Adding and Updating Accounts
• 
  Can anyone suggest a better way of tracking apple card with Simplify? (edited)

  Answered ✓ Closed N4KHQ 2.2K views 2 comments 0 points Most recent by N4KHQ December 2023Adding and Updating Accounts