Accounts

Discussion List

• 
  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Closed Ryan-H 176 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
• 
  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 900 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
• 
  Quicken has incorrect checking balance

  Closed N4KHQ 112 views 10 comments 0 points Most recent by N4KHQ December 2024Managing Your Transactions
• 
  Setting a brokerage account to type "Savings"

  Closed RockLee 174 views 13 comments 0 points Most recent by SRC54 December 2024Adding and Updating Accounts
• 
  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  Closed jdtrujillo 48 views 6 comments 0 points Most recent by UrsulaA December 2024Report a Bug
• 
  Merged: Issue: Transfer feature does not allow DC as a state

  Closed xnn7 1 view 0 comments 0 points Most recent by xnn7 December 2024Report a Bug
• 
  How to disconnect Apple Cash and Apple Savings account?

  Answered ✓ Closed LakGoy 53 views 1 comment 1 point Most recent by UrsulaA December 2024Adding and Updating Accounts
• 
  Incorrect balance with Charles Schwab

  Closed System 45 views 2 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
• 
  Additional Real Estate Assets

  Closed TheReal702 11 views 1 comment 1 point Most recent by TheReal702 December 2024Adding and Updating Accounts
• 
  Bank link option needed for servicing.mohela.com

  Closed Altdata 21 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
• 
  Problems with linking to MassMutual.com

  Closed Altdata 11 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
• 
  1

  Up
  Add Partner Colorado Credit Union to link

  In Review BigMac61 13 views 1 comment 1 point Most recent by GMerritt89 November 2024Report Missing Financial Institution or Biller
• 
  Balance Issues with Bank of America

  Closed System 217 views 12 comments 0 points Most recent by TheReal702 November 2024Adding and Updating Accounts
• 
  Chase Bank Balance WAY WRONG (edited)

  Closed NanP1017 210 views 6 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
• 
  Merged: Incorrect Chase balance

  Closed System 1 view 0 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
• 
  Deleted credit card account, then re-added, but only got transactions back to August

  Closed Membername 42 views 3 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
• 
  checking register

  Closed Mizer 23 views 1 comment 0 points Most recent by DannyB November 2024Report a Bug
• 
  J.Crew FDP-103 (edited)

  Closed ajstar 32 views 1 comment 1 point Most recent by Coach Kristina November 2024Adding and Updating Accounts
• 
  Merged: Additional Account Information such as credit card expiration date and a Notes field [Edite…

  Closed LatAmSojourner 1 view 0 comments 1 point Most recent by LatAmSojourner November 2024Feature Requests
• 
  San Francisco Federal Credit Union - zero balance

  Closed Cbiasbas 11 views 1 comment 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
• 
  Chase Checking Balance has been off for a few days

  Closed RobWilk 620 views 15 comments 0 points Most recent by RobWilk November 2024Troubleshooting
• 
  Balance way off

  Closed EllieBean 53 views 5 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
• 
  Balance Adjustment Only Modifies Balance While "Pending"

  Closed LH13 75 views 3 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts
• 
  Can Not Add Any New Accounts

  Closed cuitcny 587 views 31 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts
• 
  Incorrect Balance with Capital One

  Closed System 32 views 2 comments 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
• 
  Manual Investment Account isn't updating in Balances, Performance, or Net Worth Report (edited)

  Closed brianperry263 565 views 25 comments 1 point Most recent by Coach Natalie November 2024Adding and Updating Accounts
• 
  New behavior with manually added transactions matching pending?

  Closed JCG2042 373 views 26 comments 0 points Most recent by JCG2042 November 2024Troubleshooting
• 
  "Other Loan" accounts missing from the Net Worth Report

  Closed System 15 views 3 comments 0 points Most recent by jdtrujillo November 2024Report a Bug
• 
  AMEX HYSA zero balance

  Closed quickdave 112 views 4 comments 0 points Most recent by Coach Jon November 2024Adding and Updating Accounts
• 
  Balances completely wrong today (10/25) from doubled transactions

  Closed t8iujh 277 views 21 comments 0 points Most recent by RobWilk November 2024Adding and Updating Accounts