Accounts

Discussion List

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  34

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  Allow users to classify an Investment Account as a non-investment account

  Active SRC54 313 views 27 comments 34 points Most recent by nrp06 September 30Feature Requests
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  49

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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.1K views 28 comments 49 points Most recent by SRC54 September 30Feature Requests
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  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 208 views 25 comments 0 points Most recent by Coach Jon September 29Adding and Updating Accounts
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  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 61 views 12 comments 1 point Most recent by jtb36 September 29Adding and Updating Accounts
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  Unable to add American Express CD account (edited)

  Closed MagosDante 72 views 15 comments 0 points Most recent by Coach Jon September 29Adding and Updating Accounts
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  not to include certain account on report, or hide

  Closed Texas Sun 4 views 1 comment 0 points Most recent by SRC54 September 28Troubleshooting
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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 51 views 3 comments 0 points Most recent by Dick_Davis September 27Adding and Updating Accounts
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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 107 views 4 comments 1 point Most recent by chrisdpeters September 27Adding and Updating Accounts
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  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 58 views 2 comments 0 points Most recent by AaronJB September 26Adding and Updating Accounts
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  Setting up fund accounts

  Answered ✓ Closed Julie V 46 views 1 comment 0 points Most recent by Coach Jon September 24Business Accounts
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  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 7 views 1 comment 0 points Most recent by Coach Jon September 24Adding and Updating Accounts
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  11

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  Color coding tags/categories/accounts (edited)

  Active shinyllama 84 views 2 comments 11 points Most recent by Coach Natalie September 24Feature Requests
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  Merged: We are unable to connect to HealthEquity at this time. Care Code: FDP-101

  Closed johnpw 1 view 0 comments 0 points Most recent by Coach Jon September 23Adding and Updating Accounts
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  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 7 views 1 comment 0 points Most recent by Coach Jon September 23Adding and Updating Accounts
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  Health Equity investment accounts not syncing

  Closed Nick333 48 views 2 comments 0 points Most recent by ZeeBo22 September 22Adding and Updating Accounts
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  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 20 Report Missing Financial Institution
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  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 20 Report Missing Financial Institution
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  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 13 views 1 comment 1 point Most recent by itsjafer September 20Adding and Updating Accounts
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  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.4K views 71 comments 1 point Most recent by Coach Natalie September 19Report a Bug
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  Ability to Hide Accounts

  Closed Simplify Master 14 views 1 comment 2 points Most recent by SRC54 September 19Feedback
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 72 views 18 comments 0 points Most recent by Coach Jon September 18Adding and Updating Accounts
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 19 views 2 comments 0 points Most recent by SRC54 September 17Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 34 views 2 comments 0 points Most recent by RobWilk September 17Troubleshooting
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  10

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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 39 views 4 comments 10 points Most recent by kgJettaIV September 17Quicken Business & Personal Feature Requests
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  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 19 views 3 comments 0 points Most recent by SRC54 September 16Investments
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  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 16 views 1 comment 0 points Most recent by Coach Jon September 16Adding and Updating Accounts
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  104

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  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 464 views 55 comments 104 points Most recent by Coach Natalie September 15Feature Requests
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  Zion Bank (NSBank) showing positive loan balance under Liabilities

  Closed tjayreed 20 views 1 comment 0 points Most recent by Coach Kristina September 14Adding and Updating Accounts
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  Erroneous balance on manual account

  Closed oldit51 32 views 3 comments 0 points Most recent by oldit51 September 14Adding and Updating Accounts
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  Impact 401(K) (Principal Financial Group) - How to link to existing account?

  Answered ✓ Closed TubinCubin 50 views 1 comment 0 points Most recent by Coach Kristina September 13Adding and Updating Accounts