Accounts

Accounting for HSA Deposits

Closed ericksonjb 55 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 63 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 24 views 1 comment 0 points Most recent by SRC54 February 2025Feedback

13

New Account Type: Gift Card

Active EL1234 460 views 9 comments 13 points Most recent by SRC54 February 2025Feature Requests

Simplifi Does Not Pull [HELOC Account] From PenFed

Closed lsgc123 63 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 5 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 14 views 2 comments 1 point Most recent by TiggerTrainer January 2025Feedback

Can Openbank by Santander Bank be added to Simplifi please?

Closed wilsonlogan 142 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 61 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Too many account?

Answered ✓ Closed kindeshaun 35 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 86 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 96 views 6 comments 0 points Most recent by Coach Jon January 2025Report a Bug

Bangor Savings Bank 'Bank Balance' not working

Closed System 11 views 2 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

SoFi personal loan not showing

Closed 63r50n 114 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 12 views 2 comments 1 point Most recent by RobWilk January 2025Feedback

Struggling importing csv file from bank

Closed David_S 52 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Pending deposits double in bank balance

Closed Jlexky 183 views 21 comments 0 points Most recent by EL1234 January 2025Adding and Updating Accounts

Ally Bank no transactional downloads for Credit Card Accounts

Closed Kuhzah 33 views 1 comment 0 points Most recent by Coach Natalie January 2025Adding and Updating Accounts

Support for E-Trade 2FA

Closed llamafilm 197 views 3 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Merged: Connect Amazon Account to Simplifi

Closed SomeVashonFolks 1 view 0 comments 2 points Most recent by SomeVashonFolks January 2025Feature Requests

Savings Goal Contributions to Joint Account

Closed Lawnchair 42 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals

Chase balance is incorrect (edited)

Closed RobWilk 3K views 134 comments 3 points Most recent by RobWilk January 2025Adding and Updating Accounts

Quicken Simplifi "Balance with Pending" no longer matches my bank (CapitalOne) - off by $87.35

Closed JCMattingly 133 views 9 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts

Chase account multiplies pending balance by -1, does not save "balance type" preference

Closed tylermdunn 42 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

4

Ability to mark "Favorite" accounts in each Account List header (edited)

Active Mnew 19 views 1 comment 4 points Most recent by DannyB January 2025Feature Requests

Accounts

Discussion List