Accounts

The bank balance doesn't change when I input a manual transaction in different timezones

Closed Morey Chang 71 views 5 comments 0 points Most recent by Morey Chang March 2024Adding and Updating Accounts

1

Allow closed accounts to still update with the bank (edited)

Active defiantsnack000 47 views 1 comment 1 point Most recent by SusieQ March 2024Feature Requests

Balance with pending is incorrect

Closed bintalbalad 44 views 1 comment 0 points Most recent by Coach Jon March 2024Troubleshooting

Vehicle Asset, Loan, and payments

Closed gskluzacek 1.4K views 14 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts

Can Simplifi automated the Home asset and Auto asset value?

Closed Stella 53 views 2 comments 0 points Most recent by Alex C March 2024Feedback

Home equity line of credit showing as asset

Closed Surferdude 159 views 7 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts

Merged: Baselane Bank

Brendan 1 view 0 comments 1 point Started by Brendan March 2024 Report Missing Financial Institution

TD Canada Trust and missing RESP accounts (edited)

Closed jahman 94 views 3 comments 0 points Most recent by Coach Kristina March 2024Adding and Updating Accounts

First Tech Credit Union - last 4 of account number is shown as account balance.

Closed Secure_User 25 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts

Ability to exclude whole accounts

Closed Lessthan 41 views 2 comments 1 point Most recent by Coach Kristina March 2024Using the Spending Plan

Assistance Needed with Simplifi: Viewing Credit Card Statement Balances

Closed MM123 75 views 1 comment 0 points Most recent by UrsulaA March 2024Bills and Income

1

Web App Accounts List: Don't shift the numbers left when the scrollbar is presented (edited)

Active micky 32 views 0 comments 1 point Started by micky March 2024 Feature Requests

How to make a recurrent payment to substract from opening balance

Closed MikeG 86 views 1 comment 0 points Most recent by DannyB March 2024Adding and Updating Accounts

Dashboard and Investments

Answered ✓ Closed tbo45 112 views 2 comments 0 points Most recent by Coach Jon March 2024Investments

2 Logins with Capital One

Closed ck_lee 165 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts

SUGGESTION: Add a timestamp feature

Closed Dan6912 21 views 1 comment 0 points Most recent by UrsulaA March 2024Feedback

on a new account where to put the opening balance

Closed Jimf2 267 views 10 comments 0 points Most recent by Jimf2 March 2024Adding and Updating Accounts

Also coming from Mint (longtime user); have a question.

Closed guitarman 52 views 6 comments 0 points Most recent by guitarman March 2024Getting Started

Credit Instruments have Positive Value, Inflating Totals

Closed Berz 36 views 1 comment 0 points Most recent by Coach Jon March 2024Adding and Updating Accounts

Linking a manual account to the bank? (edited)

Answered ✓ Closed muel87 214 views 3 comments 0 points Most recent by UrsulaA March 2024Managing Your Transactions

Totals of manual Saving Account not correct

Closed dayton user 22 views 1 comment 0 points Most recent by Coach Kristina March 2024Adding and Updating Accounts

Merged: American Express High Yield Savings Account not connecting

Geekless 1 view 0 comments 0 points Started by Geekless March 2024 Adding and Updating Accounts

"Bank Balance / Balance with Pending" settings won't stick

Closed ejs 80 views 9 comments 0 points Most recent by Coach Natalie March 2024Adding and Updating Accounts

Can't connect Wells Fargo Active Cash CC

Closed System 158 views 4 comments 0 points Most recent by pwrmac7100 March 2024Adding and Updating Accounts

Requesting Adding of Financial Instituton

Answered ✓ Closed gmac 34 views 1 comment 0 points Most recent by Coach Kristina March 2024Adding and Updating Accounts

How do I delete imported account balance data?

Answered ✓ Closed Aranel 74 views 2 comments 0 points Most recent by Aranel March 2024Troubleshooting

1

Union Bank & Trust - Nebraska - Retirement Plan Services & Health Accounts

Active AffineParameter 17 views 0 comments 1 point Started by AffineParameter March 2024 Report Missing Financial Institution

Question about closed accounts

Answered ✓ Closed defiantsnack000 198 views 3 comments 0 points Most recent by defiantsnack000 March 2024Adding and Updating Accounts

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