Accounts

Discussion List

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  Simplifi State Employee Credit Union - NC Balances Don't Match Bank Web Site (edited)

  Closed techie001 71 views 3 comments 0 points Most recent by Coach Jon June 16Adding and Updating Accounts
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  Adding Cross Country Mortgage FDP-185/FDP-103 (edited)

  Closed Gregory S. 154 views 8 comments 0 points Most recent by Coach Jon June 15Adding and Updating Accounts
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  Allowing Liability accounts to start with negative number to track your progress (edited)

  Closed JoshZ 52 views 1 comment 1 point Most recent by Coach Natalie June 10Adding and Updating Accounts
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  CC account shows "balance w/pending" in header but "bank balance" when editing account

  Closed DryHeat 55 views 3 comments 1 point Most recent by Coach Jon June 10Troubleshooting
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 222 views 13 comments 0 points Most recent by Coach Jon June 9Adding and Updating Accounts
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  Missing minus sign in credit card details statement balance (edited)

  Closed KB2014 172 views 4 comments 0 points Most recent by Coach Jon June 8Troubleshooting
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  Pending side of transfer does not subtract from balance with pending checked

  Closed RickS 32 views 1 comment 0 points Most recent by Coach Jon June 5Troubleshooting
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  Ability to hide closed accounts in Settings > Accounts (edited)

  Active FutureEye 103 views 3 comments 3 points Most recent by Coach Jon June 5Feature Requests
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  118

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  Add an HSA Investment account type (edited)

  In Review MDG39518 1.4K views 23 comments 118 points Most recent by FutureEye June 4Feature Requests
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  32
  Running Balance Column [edited] (3 Merged Votes)

  Declined Closed myf 2.1K views 67 comments 32 points Most recent by andre98 June 3Feature Requests
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  215

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  Saved Filters in Reports and Registers [edited] (2 Merged Vote)

  In Review EL1234 2.6K views 59 comments 215 points Most recent by swterry91 May 30Feature Requests
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  11

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  Functionality to track Insurance Policies

  Active Skyfox675 311 views 5 comments 11 points Most recent by eremole May 29Feature Requests
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  14

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  Add 457b Retirement Account Type (edited)

  Active Domino82 193 views 10 comments 14 points Most recent by TiggerTrainer May 29Feature Requests
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  Chart is not updating to reflect transactions in manual asset account (edited)

  Closed cyberstackn 103 views 5 comments 0 points Most recent by Coach Natalie May 28Troubleshooting
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  HSA as Investment Account Type

  Closed npalumbo58 31 views 1 comment 0 points Most recent by Coach Natalie May 26Adding and Updating Accounts
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  Account Reconciliation Mandatory for Planning

  Closed Ron Goldfuss 31 views 1 comment 0 points Most recent by Coach Laura May 24Feedback
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  E*Trade - "You have already added all your accounts at this bank." - Missing Transactions (edited)

  Closed neon45 581 views 40 comments 0 points Most recent by neon45 May 23Adding and Updating Accounts
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  Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)

  Active SRC54 72 views 2 comments 7 points Most recent by SRC54 May 23Feature Requests
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  Robinhood - Savings accounts don't show up (edited)

  Closed simplira 536 views 21 comments 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Target Redcard shows wrong statement balance and date in credit card details (edited)

  EL1234 111 views 3 comments 0 points Most recent by EL1234 May 20Report a Bug
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  Feedback regarding closed accounts, transfers, and reconciliation (edited)

  Closed hatzberg 64 views 2 comments 0 points Most recent by SRC54 May 19Feedback
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  Remove old accounts from view

  Closed djswizzz 21 views 1 comment 1 point Most recent by Coach Jon May 18Adding and Updating Accounts
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  Balances not reflecting pending transactions (edited)

  Closed rosachin21k 153 views 7 comments 0 points Most recent by Coach Natalie May 18Troubleshooting
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  Credit Card Interest Details

  Closed SRC54 41 views 1 comment 3 points Most recent by Coach Jon May 15Feedback
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  New Feature Alert: Credit Card Details!

  Closed Coach Natalie 792 views 4 comments 5 points Most recent by Coach Natalie May 15Updates From the Product Team