Accounts

Discussion List

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  You can now disable Simplifi from counting pending transactions towards your balance!

  Closed Coach Natalie 91 views 0 comments 0 points Started by Coach Natalie August 2021 Updates From the Product Team
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  0
  Mobile App: Increase All Accounts font size (edited)

  Completed Closed simplij 43 views 2 comments 0 points Most recent by Coach Natalie April 2021Feature Requests
• 
  30
  Marking Accounts as Closed (edited) (30 Merged Votes)

  Completed Closed hikerspath 995 views 57 comments 30 points Most recent by oscarch April 2021Feature Requests
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  Merged: Customized Folder Views of Accounts

  PomSimpCommty 21 views 0 comments 2 points Started by PomSimpCommty January 2021 Feature Requests
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  1
  Option to exclude Pending from balance totals

  Completed Closed simplij 141 views 6 comments 1 point Most recent by mike128 August 2020Feature Requests
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  0
  Add "Cleared", "Matched", etc. to Status column [edited]

  Completed Closed myf 96 views 3 comments 0 points Most recent by Coach Nicole July 2020Feature Requests
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  0
  Manually adding account doesn’t offer ‘Investment’ as type of account [edited]

  Completed Closed Wooloomooloo2 124 views 4 comments 0 points Most recent by jasondmcgee April 2020Feature Requests
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  7
  Ability to deactivate/reactivate accounts in Simplifi [edited]

  Completed Closed perrynmyers 231 views 7 comments 7 points Most recent by barryh March 2020Feature Requests
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  2
  Tracking Savings/Investments/Retirements

  Completed Closed TGP 74 views 4 comments 2 points Most recent by bowgy4 December 2019Feature Requests
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  4
  Option to toggle between Current Balance and Current + Pending (edited)

  Completed Closed eallen40 51 views 1 comment 4 points Most recent by Coach Paco December 2019Feature Requests