Accounts

Discussion List

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  Merged: Customized Folder Views of Accounts

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

  Completed Closed simplij 142 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 91 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 132 views 4 comments 0 points Most recent by jasondmcgee April 2020Feature Requests
• 
  7
  Ability to deactivate/reactivate accounts in Simplifi [edited]

  Completed Closed perrynmyers 281 views 7 comments 7 points Most recent by barryh March 2020Feature Requests
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  2
  Tracking Savings/Investments/Retirements

  Completed Closed TGP 71 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 52 views 1 comment 4 points Most recent by Coach Paco December 2019Feature Requests