Accounts

Discussion List

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  Merged: Add Morgan Stanley Online Connection

  Akunosh 1 view 0 comments 1 point Started by Akunosh August 19 Report Missing Financial Institution
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  New Mobile App Articles

  Closed Coach Natalie 18 views 0 comments 1 point Started by Coach Natalie August 17 Announcements
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  2

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  Add an option for "All" and "None" when using Filters (edited)

  Active Rkg 18 views 1 comment 2 points Most recent by millsmn August 11Feature Requests
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  9

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  Add an HSA Investment account type (edited)

  Active MDG39518 42 views 2 comments 9 points Most recent by mverbree August 11Feature Requests
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  22

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  Ability to reconcile accounts [edited] (1 Merged Vote)

  Active jason518 473 views 27 comments 22 points Most recent by Flopbot August 10Feature Requests
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  Merged: Nested view of accounts

  Morlock 1 view 0 comments 2 points Started by Morlock July 23 Feature Requests
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  Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

  Active Morlock 32 views 1 comment 4 points Most recent by Morlock July 23Feature Requests
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  Add a "Cash" Account Type (edited)

  Active RobWilk 40 views 0 comments 3 points Started by RobWilk July 19 Feature Requests
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  Functionality to track Insurance Policies

  Active Skyfox675 33 views 0 comments 1 point Started by Skyfox675 July 14 Feature Requests
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  8

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  Ability to manually update accounts (edited)

  Active jfmclaugh 54 views 2 comments 8 points Most recent by SRC54 July 14Feature Requests
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  Balance incorrect for manual Apple Card (all transactions imported via CSV)

  Closed bmeyers 12 views 1 comment 0 points Most recent by Coach Natalie July 7Adding and Updating Accounts
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  My bank balance is incorrect in Simplifi and includes pending transactions

  Answered ✓ Closed AFISH 31 views 2 comments 0 points Most recent by Coach Natalie July 6Adding and Updating Accounts
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  Ability to choose default collapsed view of accounts list

  Active Sstrico 25 views 1 comment 2 points Most recent by khad July 5Feature Requests
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  Remember the expanded/collapsed state for the Projected Cash Flow section.

  Active kai4387 21 views 1 comment 8 points Most recent by khad July 5Feature Requests
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  Hide closed accounts from dashboard?

  Answered ✓ Closed drakej 41 views 2 comments 0 points Most recent by Coach Natalie June 30Using the Dashboard
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  How best to track property value in Simplifi?

  Answered ✓ Closed System 41 views 2 comments 0 points Most recent by Coach Natalie June 30Adding and Updating Accounts
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  Is there a way to recategorize accounts in the dashboard view?

  Answered ✓ Closed josepk0814 21 views 2 comments 1 point Most recent by Coach Natalie June 27Using the Dashboard
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  Where can I show a running balance total column in my accounts?

  Answered ✓ Closed BlackNumberOne 27 views 1 comment 1 point Most recent by Flopbot June 26Feedback
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  Add Notes and Credit Limits to Accounts [edited] (4 Merged Votes)

  Active seascorpio82 121 views 7 comments 23 points Most recent by ryanoldja June 18Feature Requests
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  How to update account balance for manual account

  Answered ✓ Closed inspector_gadget 4 views 1 comment 0 points Most recent by Coach Natalie June 6Adding and Updating Accounts
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  Balances changing/incorrect on manual accounts

  Closed cfoxcvg 12 views 1 comment 0 points Most recent by Coach Natalie May 27Adding and Updating Accounts
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  Wrong Balance on Manual Account

  Closed RobWilk 48 views 3 comments 0 points Most recent by Coach Natalie May 9Report a Bug
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  Ability to Exclude Accounts From Watchlists (edited)

  Active TGP 31 views 6 comments 3 points Most recent by Coach Natalie May 4Feature Requests
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  5
  Automatic Car Value Tracking

  In Progress barryh 132 views 5 comments 5 points Most recent by Coach Natalie May 4Feature Requests
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  Move Credit card debt to Debt tab, not Banking

  Active jorder 32 views 3 comments 12 points Most recent by emmoswmr May 3Feature Requests
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  Account Stopped Syncing? - Troubleshooting Step #1

  Closed Flopbot 30 views 1 comment 2 points Most recent by Coach Natalie May 2Share your Success!
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  Death by a thousand cuts!

  Closed Norm 71 views 5 comments 1 point Most recent by Coach Natalie April 19Feedback
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  How I can update the value of my Real Estate asset?

  Answered ✓ Closed Fabiana 41 views 1 comment 0 points Most recent by Coach Natalie April 15Adding and Updating Accounts
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  How do you track "other asset" values over time?

  Answered ✓ Closed Tipeknu 12 views 1 comment 0 points Most recent by Coach Natalie April 4Adding and Updating Accounts