Accounts

Discussion List

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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 39 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 91 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 49 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 44 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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  Color coding tags/categories/accounts (edited)

  Active shinyllama 83 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 4 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 38 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 9 views 1 comment 0 points Most recent by itsjafer September 20Adding and Updating Accounts
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  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.3K 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 69 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 16 views 2 comments 0 points Most recent by SRC54 September 17Report a Bug
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  Account (Accidentally?) Deleted

  Closed RobWilk 30 views 2 comments 0 points Most recent by RobWilk September 17Troubleshooting
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  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 36 views 4 comments 9 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 15 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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  Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)

  Active kai4387 451 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 19 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 30 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 47 views 1 comment 0 points Most recent by Coach Kristina September 13Adding and Updating Accounts
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  Forecast credit card interest in Projected Cash Flow (edited)

  Active RobWilk 22 views 2 comments 1 point Most recent by Jenny T September 13Feature Requests
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  Manual accounts amount can no longer be changed on mobile app

  Closed MelanieS 14 views 1 comment 0 points Most recent by Coach Jon September 11Troubleshooting
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  I need Account Balance as of a prior date

  Closed oldit51 30 views 3 comments 0 points Most recent by oldit51 September 10Using Reports
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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 15 views 1 comment 0 points Most recent by Coach Natalie September 10Adding and Updating Accounts
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  Manual adding for Savings Goals

  Closed Sarahmaeb11 30 views 4 comments 1 point Most recent by Dick_Davis September 10Using Savings Goals
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.4K views 60 comments 59 points Most recent by Coach Kristina September 7Feature Requests