Accounts

Discussion List

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  Connecting a Schwab 529 Account

  Closed esender 158 views 5 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Not able to sync my Chase accounts (edited)

  Closed PAW 31 views 1 comment 0 points Most recent by Coach Jon April 2024Troubleshooting
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  Account balance calculation

  Closed bmacd615 11 views 1 comment 0 points Most recent by Coach Jon April 2024Troubleshooting
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  Want to start using the program again

  Closed Fireboss 33 views 2 comments 0 points Most recent by Coach Jon April 2024Troubleshooting
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  Wife died, need simple method of budgeting moving forward.

  Closed LarryG 52 views 1 comment 1 point Most recent by Coach Jon April 2024Introduce yourself!
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  SoFi Vault transactions shown under wrong account

  Closed simpli_struggle 149 views 3 comments 0 points Most recent by Coach Jon April 2024Managing Your Transactions
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  Convert downloaded transactions to manual transactions when making an account manual (edited)

  Active muel87 53 views 2 comments 0 points Most recent by muel87 April 2024Feature Requests
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  How do I specify a balance for manual account? There is no field to enter the balance.

  Answered ✓ Closed Kark 440 views 5 comments 0 points Most recent by Kark April 2024Adding and Updating Accounts
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  Toggle Option to Hide Active Accounts from Sidebar

  Closed TX_Hefe 32 views 1 comment 0 points Most recent by Coach Kristina April 2024Feedback
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  National Bank Independent Network is missing

  Active Newtvfanatic 45 views 2 comments 1 point Most recent by Newtvfanatic April 2024Report Missing Financial Institution
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  Option to Add a Manual Account is Missing on Windows 11 Laptop (edited)

  Closed Flopbot 34 views 4 comments 0 points Most recent by Coach Jon April 2024Report a Bug
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  sort Account subtypes in Banking

  Answered ✓ Closed username3 52 views 2 comments 0 points Most recent by username3 April 2024Feedback
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  Adding a new account type

  Answered ✓ Closed strngr12 44 views 1 comment 0 points Most recent by UrsulaA April 2024Getting Started
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  Incorrect balance after converting Kohls account to manual

  Closed System 37 views 5 comments 0 points Most recent by EL1234 April 2024Troubleshooting
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.5K views 11 comments 31 points Most recent by Candice318 April 2024Feature Requests
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  Missing Banking Institution - AllSouth Federal Credit Union (edited)

  Closed Kacey Walsh 41 views 1 comment 1 point Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 204 views 16 comments 0 points Most recent by Coach Natalie April 2024Adding and Updating Accounts
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  Why does my manual real estate account have a 0 balance?

  Closed willjames 35 views 4 comments 0 points Most recent by willjames April 2024Adding and Updating Accounts
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  Hiding Chase accounts

  Answered ✓ Closed kac00 586 views 3 comments 0 points Most recent by Coach Kristina April 2024Adding and Updating Accounts
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  Add sparklines for accounts and investment holdings

  Active jsy42 22 views 4 comments 1 point Most recent by jsy42 April 2024Feature Requests
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  Macy's card not showing balance

  Closed mthoman1 148 views 3 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Does Simplifi Support Brokerage and Investment Accounts from Citibank

  Answered ✓ Closed Mike T 199 views 5 comments 0 points Most recent by Mike T April 2024Adding and Updating Accounts
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  Merged: Make it easier to update real estate values or add connection to zillow or realtor.com for …

  mw7b 1 view 0 comments 1 point Started by mw7b April 2024 Feature Requests
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  Merged: Connect auto values to KBB like mint did

  mw7b 1 view 0 comments 1 point Started by mw7b April 2024 Feature Requests
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  More hiding options

  Closed amhopi 138 views 1 comment 1 point Most recent by Coach Natalie April 2024Feedback
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  Multiple sign-ins for the same institution

  Closed ajotte 247 views 3 comments 1 point Most recent by Coach Jon April 2024Adding and Updating Accounts
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  Ability to merge two accounts into one (edited)

  Active ajotte 44 views 0 comments 2 points Started by ajotte April 2024 Feature Requests
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  Many usability and UI issues. Here are a couple:

  Closed dgfin 31 views 4 comments 1 point Most recent by RockLee April 2024Feedback
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  TD Bank Credit Card Bank Balance Incorrect

  Closed Username254 115 views 3 comments 0 points Most recent by Coach Jon April 2024Adding and Updating Accounts
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  What's the best account type for Cash Management Acct?

  Answered ✓ Closed HudsonGuy 68 views 2 comments 0 points Most recent by HudsonGuy April 2024Adding and Updating Accounts