Accounts

Discussion List

• 
  How to add non-cash assets

  Answered ✓ Closed Mortimer Duke 307 views 4 comments 0 points Most recent by Mortimer Duke February 2024Adding and Updating Accounts
• 
  Duplicate BofA checking accounts (2) quoting different/negative balances?

  Closed Karin 44 views 4 comments 0 points Most recent by Coach Kristina February 2024Troubleshooting
• 
  Wasn’t able to add husbands Mohela account (edited)

  Closed jaiv 51 views 1 comment 1 point Most recent by Coach Kristina February 2024Adding and Updating Accounts
• 
  Credit Card Balances Incorrect in Accounts List

  Closed ajbopp 31 views 2 comments 0 points Most recent by ajbopp February 2024Adding and Updating Accounts
• 
  9

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

  Active Rkg 56 views 2 comments 9 points Most recent by Tim23 February 2024Feature Requests
• 
  CollegeBoundSaver Rhode Island

  Closed Prestonian 51 views 1 comment 1 point Most recent by Coach Natalie February 2024Adding and Updating Accounts
• 
  On reconciling accounts

  Answered ✓ Closed japple7 262 views 1 comment 0 points Most recent by UrsulaA February 2024Managing Your Transactions
• 
  Merged: Account Refresh Intervals (to avoid constant MFA prompts)

  Meh 1 view 0 comments 1 point Started by Meh February 2024 Feature Requests
• 
  Simplifi not adding all accounts from Wells Fargo

  Closed JCF 41 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
• 
  Balance with pending is incorrect

  Closed Jeannette 41 views 1 comment 1 point Most recent by Coach Kristina February 2024Troubleshooting
• 
  Double-counting pending transactions for balance for Ally Bank.

  Closed karl_a 165 views 1 comment 1 point Most recent by UrsulaA February 2024Adding and Updating Accounts
• 
  Optum Financial HSA Incorrect Balance (edited)

  Closed Sample5175 137 views 2 comments 0 points Most recent by Sample5175 February 2024Adding and Updating Accounts
• 
  PSERS School Employees' Defined Contribution Plan 401K

  Closed madmoondog 106 views 11 comments 0 points Most recent by Coach Natalie February 2024Adding and Updating Accounts
• 
  Can I add a linked transaction to a manual mortgage liability account?

  Answered ✓ Closed BlazeBeard 502 views 2 comments 0 points Most recent by BlazeBeard February 2024Bills and Income
• 
  Savings goals not deducting from account

  Answered ✓ Closed ecrissman 31 views 2 comments 0 points Most recent by ecrissman February 2024Troubleshooting
• 
  Is it possible to have more than one tracking account without a seperate membership plan?

  Closed jessfill 247 views 1 comment 0 points Most recent by Coach Kristina February 2024Troubleshooting
• 
  Loancare balance only shows 0 (edited)

  Closed HouseOfSpend 11 views 1 comment 0 points Most recent by Coach Kristina February 2024Adding and Updating Accounts
• 
  Manual Credit Account Balance is off

  Closed MichaelW 12 views 1 comment 0 points Most recent by UrsulaA February 2024Troubleshooting
• 
  Displaying how accounts show

  Closed TimS 72 views 3 comments 0 points Most recent by UrsulaA February 2024Getting Started
• 
  My Fidelity balances are off

  Closed System 185 views 5 comments 0 points Most recent by RiversideKid February 2024Adding and Updating Accounts
• 
  Balance in the account does not match with actual balance on the bank

  Closed simplira 410 views 6 comments 0 points Most recent by ajbopp February 2024Adding and Updating Accounts
• 
  Credit Card as Liability not Banking?

  Closed Candice318 250 views 6 comments 0 points Most recent by DannyB January 2024Adding and Updating Accounts
• 
  Any chance to get Roundpoint Mortgage updated?

  Answered ✓ Closed DalMuTi 1.1K views 15 comments 4 points Most recent by Coach Natalie January 2024Adding and Updating Accounts
• 
  Manually adding account

  Answered ✓ Closed pater9159 67 views 2 comments 0 points Most recent by UrsulaA January 2024Adding and Updating Accounts
• 
  Manual account balance issue still happening (edited)

  Closed System 41 views 2 comments 0 points Most recent by Coach Kristina January 2024Report a Bug
• 
  Merged: Show credit under liability instead of banking

  Candice318 11 views 0 comments 2 points Started by Candice318 January 2024 Feature Requests
• 
  My imported "Mint" transactions balance is not matching my Simplifi balance. Help please.

  Answered ✓ Closed Sheri 142 views 5 comments 0 points Most recent by UrsulaA January 2024Getting Started