Discussion List

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  Pending transactions aren't being counted toward balance (edited)

  Closed pawebb 550 views 12 comments 0 points Most recent by pawebb September 2023Adding and Updating Accounts
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  Life Insurance Payout

  Answered ✓ Closed Flopbot 31 views 1 comment 0 points Most recent by DannyB September 2023Adding and Updating Accounts
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  New customization options for the Accounts List!

  Closed Coach Natalie 401 views 0 comments 4 points Started by Coach Natalie September 2023 Updates From the Product Team
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  4
  Hide $0.00 for Closed Accounts in Accounts List

  Obsolete Closed Flopbot 101 views 2 comments 4 points Most recent by Flopbot September 2023Feature Requests
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  When will net worth report be fixed to honor excluded accounts?

  Answered ✓ Closed DEA3 322 views 15 comments 0 points Most recent by SRC54 September 2023Using Reports
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  Merged: Ability to exclude accounts from the Net Worth Report (edited)

  DEA3 11 views 0 comments 1 point Started by DEA3 September 2023 Feature Requests
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  Link to existing account

  Answered ✓ Closed SanMarzano 81 views 1 comment 0 points Most recent by Coach Natalie September 2023Adding and Updating Accounts
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  1

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  Add an indicator for accounts that are included in the Spending Plan (edited)

  Active pawebb 21 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Two different login accounts at Chase - how to connect? (edited)

  Answered ✓ Closed JSage 4.3K views 2 comments 0 points Most recent by JSage August 2023Adding and Updating Accounts
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  Manual account balance view

  Answered ✓ Closed pawebb 51 views 4 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Account balance issue - Pending transactions not counted

  Closed pawebb 61 views 2 comments 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  FDP-3000 Error (multi-factor authentication is required) for Merrill Lynch (benefits.ml.com)

  Closed njset89 211 views 1 comment 0 points Most recent by Coach Natalie August 2023Adding and Updating Accounts
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  12

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  Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

  Active syrilmathai 172 views 14 comments 12 points Most recent by RobWilk August 2023Feature Requests
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  2
  Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

  Already Offered Closed pawebb 51 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
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  Unable to add penfed mortgage account (edited)

  Closed Melvin 201 views 4 comments 1 point Most recent by RobWilk August 2023Adding and Updating Accounts
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  5

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  Collapse all previous months by default when viewing transactions on the Web App (edited)

  Active pawebb 51 views 0 comments 5 points Started by pawebb August 2023 Feature Requests
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  how do I enter credit card information in Simplifi? (edited)

  Answered ✓ Closed rj2 338 views 2 comments 0 points Most recent by DannyB August 2023Adding and Updating Accounts
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  Backdate manual accounts for the Net Worth Report? (edited)

  Answered ✓ Closed Apr627 194 views 2 comments 0 points Most recent by DannyB August 2023Using Reports
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  See transactions in Activity

  Closed GIJosh 31 views 1 comment 1 point Most recent by Coach Natalie July 2023Adding and Updating Accounts
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  Unable to link to existing accounts

  Closed Apr627 112 views 1 comment 0 points Most recent by Coach Natalie July 2023Adding and Updating Accounts
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  No running balance column is a deal-breaker.

  Closed dddaddd 81 views 1 comment 0 points Most recent by Coach Natalie July 2023Feedback
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  Reconnect process doesn't work to link to existing accounts - workaround identified

  Closed bowgy4 592 views 0 comments 3 points Started by bowgy4 July 2023 Feedback
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  Merged: Ability to assign Planned Spending expenses to an account (edited)

  avihawver 21 views 0 comments 1 point Started by avihawver July 2023 Feature Requests
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  How do I cancel/end savings goal after the money is already spent without inflating acct balance?

  Answered ✓ Closed ewalkerc 121 views 1 comment 0 points Most recent by DannyB July 2023Using Savings Goals
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  Mobile App: Update the Accounts page for better scrolling through accounts (edited)

  Active jwscott 41 views 1 comment 1 point Most recent by Coach Natalie June 2023Feature Requests