Accounts

Discussion List

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  Account restore

  Closed Elew11 12 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 162 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 32 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 39 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 45 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 18 views 2 comments 0 points Most recent by RobWilk February 2025Feedback
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  Properly reflecting Rental Income in Simplifi

  Closed Truthsayer 220 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 146 views 11 comments 0 points Most recent by TiggerTrainer February 2025Adding and Updating Accounts
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  Chase: Minor balance issues

  Closed RobWilk 12 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 79 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 198 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 103 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 1.2K views 12 comments 0 points Most recent by rogerh February 2025Investments
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  Correct account balance after transfer canceled

  Closed garyleephillips 56 views 7 comments 0 points Most recent by garyleephillips February 2025Troubleshooting
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  Accounting for HSA Deposits

  Closed ericksonjb 58 views 2 comments 0 points Most recent by Coach Jon February 2025Adding and Updating Accounts
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  How to add I Bond account to Quicken Simplifi

  Closed trtrlik 69 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 25 views 1 comment 0 points Most recent by SRC54 February 2025Feedback
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  New Account Type: Gift Card

  Active EL1234 460 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 65 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 65 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 9 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 17 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 144 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 69 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 40 views 1 comment 0 points Most recent by Coach Jon January 2025Getting Started
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  2 different credit cards pulling in same numbers (quicken simplifi) - Discover

  Closed b16707 109 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 15 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 122 views 1 comment 1 point Most recent by Coach Jon January 2025Adding and Updating Accounts