Accounts

Discussion List

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  Suggestion: store Credit Card details like phone & benefits

  Closed CT Saver 20 views 1 comment 0 points Most recent by DryHeat July 25Feedback
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.6K views 12 comments 33 points Most recent by mpmcwhirter July 24Feature Requests
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  After reconnecting to Baird, the portfolio data got swapped between my 2 accounts

  Closed System 69 views 5 comments 0 points Most recent by Coach Jon July 24Adding and Updating Accounts
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  DA Davidson Account Balances and Investment Holdings and Balances Are Wrong (edited)

  Closed JBB 197 views 11 comments 0 points Most recent by Coach Natalie July 23Adding and Updating Accounts
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  Net Worth chart excludes a manual investment account although all accounts are selected (edited)

  Closed oliverdavid 101 views 9 comments 0 points Most recent by Coach Jon July 22Using the Net Worth Feature
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  Favorites Group at the top of the Accounts List (edited)

  Active Philk 217 views 14 comments 6 points Most recent by RobI July 21Feature Requests
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  Quick access: Bookmark/ Pin favorite account for regular access

  Closed RobI 42 views 2 comments 2 points Most recent by Coach Natalie July 21Feedback
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  Bridgecrest car loan account is showing the wrong remaining balance (edited)

  Closed Asylum 102 views 7 comments 0 points Most recent by Coach Jon July 20Adding and Updating Accounts
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  Balance going in wrong direction

  Closed Sunshine26 315 views 25 comments 0 points Most recent by Coach Natalie July 20Troubleshooting
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  Please add OpenBank by Santander

  Active StephenB 1.9K views 65 comments 72 points Most recent by pinecode July 20Report Missing Financial Institution or Biller
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  Apple Savings balance switches to last deposit amount

  Closed mtl_elias 37 views 1 comment 0 points Most recent by SRC54 July 19Adding and Updating Accounts
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  How to reverse closed account

  Answered ✓ Closed ChristineT57 61 views 1 comment 0 points Most recent by Coach Jon July 17Adding and Updating Accounts
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  Number of Accounts

  Closed ejs 40 views 1 comment 0 points Most recent by Coach Jon July 15Troubleshooting
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  3 of 4 Altruist investment accounts in simplifi are showing a zero balance/QCS-0500 error (edited)

  Closed mfinnegan 47 views 3 comments 0 points Most recent by Coach Jon July 15Adding and Updating Accounts
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  Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

  Closed exabrial 69 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts
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  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 131 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
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  How to get manual Investment ("Other Investment") account to update?

  Closed supermatthew 93 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
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  Chase balance not correct

  Closed RetiredGuy 211 views 34 comments 0 points Most recent by EL1234 July 10Adding and Updating Accounts
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  Selecting include pending credit card transactions is reducing my card balance

  Closed RobI 96 views 8 comments 0 points Most recent by RobI July 9Troubleshooting
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 229 views 9 comments 16 points Most recent by FutureEye July 8Feature Requests
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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 1.1K views 51 comments 62 points Most recent by SRC54 July 1Feature Requests
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  Merged: Be able to Connect to Walmart's OnePay Card by Synchrony bank

  Closed Moralessalsidoj 1 view 0 comments 1 point Started by Moralessalsidoj July 1 Report Missing Financial Institution or Biller
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  Significant difference ($35000 or 2-3% of portfolio) between connected Investments total and Balance

  Closed kdwilson 36 views 3 comments 0 points Most recent by Coach Natalie July 1Adding and Updating Accounts
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  Merged: Asking for MFA response from Raymond James, but never sending to me

  Closed HomeBudget 1 view 0 comments 0 points Started by HomeBudget June 30 Adding and Updating Accounts
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  Some account names changed to the username for the bank (edited)

  Closed Flopbot 214 views 19 comments 0 points Most recent by Flopbot June 30Adding and Updating Accounts
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  How to track loans out to family or friends? (edited)

  Answered ✓ Closed FrameAndFinance 114 views 3 comments 0 points Most recent by FrameAndFinance June 29Investments
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  Ability to hide the "All Accounts" total (edited)

  Active PWarrenB 120 views 6 comments 2 points Most recent by EL1234 June 28Feature Requests
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  We want your feedback for credit card details!

  Closed Coach Natalie 187 views 7 comments 0 points Most recent by virtualuser June 23Announcements
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  Can't add Vanguardplan (managed by Ascensus)

  Closed tryingtosimpli 25 views 1 comment 0 points Most recent by Coach Jon June 19Adding and Updating Accounts