Accounts

Receiving a payment without hopping back and forth between checking and accounts receivable

Closed msoultan 41 views 1 comment 0 points Most recent by Coach Jon February 2025Invoices, Estimates, & Sales Receipts

Manual Sorting of Accounts [List]

Closed candersoninc 21 views 2 comments 0 points Most recent by RobWilk February 2025Feedback

Properly reflecting Rental Income in Simplifi

Closed Truthsayer 232 views 3 comments 0 points Most recent by ar77 February 2025Adding and Updating Accounts

Balance on manual account is just wrong

Closed Engaiging 161 views 11 comments 0 points Most recent by TiggerTrainer February 2025Adding and Updating Accounts

Chase: Minor balance issues

Closed RobWilk 11 views 1 comment 0 points Most recent by Coach Natalie February 2025Adding and Updating Accounts

Manual bank balance no longer correct after deleting savings goal

Closed galaxygal 81 views 4 comments 0 points Most recent by Coach Natalie February 2025Report a Bug

Unable to link to existing accounts with Wells Fargo

Closed ejs 221 views 10 comments 0 points Most recent by ejs February 2025Adding and Updating Accounts

Accounts List cuts off in Dashboard view (edited)

Closed Skeptic 131 views 7 comments 0 points Most recent by Skeptic February 2025Report a Bug

Robinhood doesn't show total balance anymore

Closed vchan 1.3K views 12 comments 0 points Most recent by rogerh February 2025Investments

Correct account balance after transfer canceled

Closed garyleephillips 71 views 7 comments 0 points Most recent by garyleephillips February 2025Troubleshooting

Accounting for HSA Deposits

Closed ericksonjb 61 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 61 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 21 views 1 comment 0 points Most recent by SRC54 February 2025Feedback

13

New Account Type: Gift Card

Active EL1234 481 views 9 comments 13 points Most recent by SRC54 February 2025Feature Requests

Simplifi Does Not Pull [HELOC Account] From PenFed

Closed lsgc123 91 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 92 views 9 comments 0 points Most recent by Coach Natalie January 2025Report a Bug

FDP-103 Primis Bank

Closed Mortimer Duke 1 view 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 21 views 2 comments 1 point Most recent by TiggerTrainer January 2025Feedback

Can Openbank by Santander Bank be added to Simplifi please?

Closed wilsonlogan 151 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 92 views 6 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Too many account?

Answered ✓ Closed kindeshaun 41 views 1 comment 0 points Most recent by Coach Jon January 2025Getting Started

2 different credit cards pulling in same numbers (quicken simplifi) - Discover

Closed b16707 141 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 121 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 51 views 1 comment 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Pending deposits double in bank balance

Closed Jlexky 301 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 31 views 1 comment 0 points Most recent by Coach Natalie January 2025Adding and Updating Accounts

Support for E-Trade 2FA

Closed llamafilm 222 views 3 comments 0 points Most recent by Coach Jon January 2025Adding and Updating Accounts

Accounts

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