Accounts

Discussion List

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  Select Multiple Accounts for for Saving Goal

  Closed Frank Drebin 16 views 2 comments 1 point Most recent by RobWilk January 2025Feedback
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  Struggling importing csv file from bank

  Closed David_S 54 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Pending deposits double in bank balance

  Closed Jlexky 204 views 21 comments 0 points Most recent by EL1234 January 2025Adding and Updating Accounts
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  Ally Bank no transactional downloads for Credit Card Accounts

  Closed Kuhzah 34 views 1 comment 0 points Most recent by Coach Natalie January 2025Adding and Updating Accounts
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  Support for E-Trade 2FA

  Closed llamafilm 209 views 3 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  Merged: Connect Amazon Account to Simplifi

  Closed SomeVashonFolks 1 view 0 comments 2 points Most recent by SomeVashonFolks January 2025Feature Requests
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  Savings Goal Contributions to Joint Account

  Closed Lawnchair 42 views 1 comment 0 points Most recent by Coach Kristina January 2025Using Savings Goals
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  Chase balance is incorrect (edited)

  Closed RobWilk 3.2K views 134 comments 3 points Most recent by RobWilk January 2025Adding and Updating Accounts
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  Quicken Simplifi "Balance with Pending" no longer matches my bank (CapitalOne) - off by $87.35

  Closed JCMattingly 141 views 9 comments 0 points Most recent by SRC54 January 2025Adding and Updating Accounts
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  Chase account multiplies pending balance by -1, does not save "balance type" preference

  Closed tylermdunn 47 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts
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  4

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

  Active Mnew 21 views 1 comment 4 points Most recent by DannyB January 2025Feature Requests
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  12

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  Add Logo Next to Account Name in the account/transaction display

  Active UrsulaA 61 views 1 comment 12 points Most recent by RobWilk December 2024Feature Requests
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  Merged: Savings Goals in Projected Cash Flow

  Closed KAEAL 11 views 0 comments 3 points Most recent by tobyN December 2024Feature Requests
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  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed Closed RSKadish 1.8K views 57 comments 161 points Most recent by Matt Anfang December 2024Feature Requests
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  35
  Ability to choose which connected accounts get updated (edited)

  Completed Closed jfmclaugh 325 views 12 comments 35 points Most recent by Coach Natalie December 2024Feature Requests
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  Merged: add JeniusBank (part of SMBC MANUBANK)

  Closed nmavor 1 view 0 comments 1 point Most recent by nmavor December 2024Report Missing Financial Institution or Biller