Accounts

Discussion List

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  HSA Classification

  Closed cw12 171 views 2 comments 1 point Most recent by Coach Natalie May 2023Feedback
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  5

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  Show a breakdown of what Savings Goals an account has contributed to in Account Balances (edited)

  Active CharlesStello 108 views 5 comments 5 points Most recent by TommyMac April 2023Feature Requests
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  Hiding closed accounts

  Closed farid 214 views 1 comment 3 points Most recent by RobWilk April 2023Feedback
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  Wex HSA only comes up as Investmemnts, not savings

  Answered ✓ Closed tedforthewin 193 views 1 comment 0 points Most recent by Coach Natalie April 2023Adding and Updating Accounts
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  My humble suggestions

  Closed Chrobrego 288 views 8 comments 1 point Most recent by DannyB April 2023Feedback
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  Home Inventory

  Closed SRC54 351 views 4 comments 1 point Most recent by DannyB April 2023How do you Quicken Simplifi?
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  Enhancement for Simpilfi vs Quicken Premier

  Closed mburlini 181 views 1 comment 1 point Most recent by Coach Natalie April 2023Share your Success!
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  1

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  Credit Card Reserves (edited)

  Active altChristopher 53 views 0 comments 1 point Started by altChristopher March 2023 Feature Requests
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  Add update balance to manual investment accounts

  Closed rmconine 588 views 1 comment 3 points Most recent by Coach Natalie March 2023Feedback
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  New USAA Connection - How to Handle Old Accounts?

  Answered ✓ Closed Apr627 70 views 2 comments 0 points Most recent by Apr627 March 2023Adding and Updating Accounts
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  Credit Card with Positive Balance Confusion

  Closed ajbopp 379 views 6 comments 0 points Most recent by RobWilk March 2023Report a Bug
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  3
  Historical balances for all account types

  Completed Closed corefi 59 views 2 comments 3 points Most recent by Coach Natalie March 2023Feature Requests
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  2
  Allow for Account Balance History Download

  Completed Closed dgalt 81 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  Deleting one of two accounts at my bank

  Answered ✓ Closed Joe1011 80 views 2 comments 0 points Most recent by Joe1011 March 2023Adding and Updating Accounts
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  Paid 2 credit card bills and checking balance projection DOES NOT CHANGE

  Closed Chrobrego 81 views 11 comments 0 points Most recent by Coach Natalie February 2023Report a Bug
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  Incorrect balance on a manual account (edited)

  Closed RobWilk 66 views 1 comment 0 points Most recent by Coach Natalie February 2023Report a Bug
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  For the manual users

  Closed Scotty Mac 587 views 7 comments 0 points Most recent by DannyB February 2023Feedback
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  Reordering Account Categories in Web App

  Answered ✓ Closed HockeySteve 167 views 3 comments 2 points Most recent by Coach Natalie February 2023Using the Dashboard
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  Add running balances

  Closed aalstot 45 views 5 comments 1 point Most recent by tsnyder91 February 2023Feedback
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  1

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  Add a 'Projected Running Balance' to the Projected Cash Flow graph (edited)

  Active Chrobrego 42 views 2 comments 1 point Most recent by Flopbot February 2023Feature Requests
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  3.72 broke loan current balance?

  Closed MrGood 103 views 12 comments 0 points Most recent by MrGood February 2023Report a Bug
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  Why does Bank Balance include transactions in Simplifi that aren't known by my bank yet?

  Answered ✓ Closed Jeannette 83 views 5 comments 0 points Most recent by Coach Natalie January 2023Adding and Updating Accounts
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  Running Balance

  Closed J_K2023 295 views 5 comments 1 point Most recent by ZenDog January 2023Feedback
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  Please delete my account

  Closed asdf awertf afdsg 61 views 1 comment 0 points Most recent by Coach Natalie January 2023Troubleshooting
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  Credit Cards should come after Asset Accounts

  Closed SRC54 63 views 3 comments 0 points Most recent by Chrobrego January 2023Feedback
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  Transfer payments to credit cards not updating balances on cards

  Closed Chrobrego 45 views 1 comment 0 points Most recent by Flopbot January 2023Report a Bug