Accounts

Discussion List

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  Both Citi accounts show I need to "fix" the connection (edited)

  disc2120 81 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  Simplifi won't add an RSU account with Fidelity (edited)

  Mortimer Duke 46 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 1.5K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
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  When Simplifi's and the Bank's Balances Differ?

  Mortimer Duke 18 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Merging investment accounts

  Answered ✓ Cinna 28 views 3 comments 0 points Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 68 views 3 comments 10 points Most recent by mjrmotion February 13Feature Requests
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 3 views 0 comments 1 point Started by mjrmotion February 13 Feature Requests
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  Principal Financial Group account not pulling current balance

  adh289 9 views 1 comment 0 points Most recent by Coach Natalie February 12Adding and Updating Accounts
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  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 16 views 0 comments 2 points Started by hyandow February 12 Feature Requests
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 664 views 46 comments 50 points Most recent by bob303727 February 12Feature Requests
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  Show the different savings goals under accounts view

  user5626 11 views 1 comment 0 points Most recent by Coach Natalie February 10Using Savings Goals
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  PHH Mortgage $0 Loan Balance (edited)

  Closed Duke0486 163 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered ✓ Closed dc2psguy 33 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  Closed eecalo 17 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Ability to use more than one account for Recurring Series (edited)

  20THOR18 33 views 3 comments 1 point Most recent by Coach Natalie February 9Feature Requests
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  Transactions Question

  Answered ✓ Closed lynchbro 18 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 23 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 44 views 0 comments 0 points Started by mollyj February 8 Feature Requests
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 35 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 125 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 22 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 34 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  American Education Services - Care Code: FDP-530

  Closed atantillo 16 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 8 views 0 comments 1 point Started by fortitood February 3 Report Missing Financial Institution or Biller
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  Difference between Accounts List and the Net Worth Report for Mortgage Account (edited)

  jonoruss 365 views 38 comments 0 points Most recent by jonoruss February 3Troubleshooting
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 15 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 16 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts