Discussion List

• 
  Merged: US Bank investment account not shown during OAuth authorization

  Closed jiehan 1 view 0 comments 0 points Most recent by jiehan January 10Report a Bug
• 
  1

  Up
  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 33 views 2 comments 1 point Most recent by User123484u January 9Report Missing Financial Institution
• 
  Chase balance is incorrect (edited)

  Closed RobWilk 1.6K views 135 comments 3 points Most recent by RobWilk January 7Adding and Updating Accounts
• 
  Quicken Simplifi "Balance with Pending" no longer matches my bank (CapitalOne) - off by $87.35

  Closed JCMattingly 73 views 9 comments 0 points Most recent by SRC54 January 4Adding and Updating Accounts
• 
  Chase account multiplies pending balance by -1, does not save "balance type" preference

  Closed tylermdunn 31 views 1 comment 0 points Most recent by Coach Jon January 3Adding and Updating Accounts
• 
  TIAA retirement account not registering

  Closed cardcj 176 views 22 comments 0 points Most recent by Coach Jon January 3Adding and Updating Accounts
• 
  5

  Up Down
  Ability to mark "Favorite" accounts in each category

  Active Mnew 11 views 1 comment 5 points Most recent by DannyB January 2Feature Requests
• 
  60

  Up Down
  Ability to Reopen Closed Accounts (edited)

  Active SZR 800 views 22 comments 60 points Most recent by n2it January 1Feature Requests
• 
  New(?) "cash" options for bank account type

  Answered ✓ Closed ejs 25 views 1 comment 0 points Most recent by SRC54 January 1Adding and Updating Accounts
• 
  Bank Balance (default) Setting Not Functioning

  Closed Charles Collins 113 views 18 comments 0 points Most recent by Charles Collins December 2024Troubleshooting
• 
  Ability To Sort Accounts List By Amount

  Closed kopernykus 11 views 1 comment 2 points Most recent by Coach Jon December 2024Using the Dashboard
• 
  12

  Up Down
  Add Logo Next to Account Name in the account/transaction display

  Active UrsulaA 61 views 1 comment 12 points Most recent by RobWilk December 2024Feature Requests
• 
  Show Financial Institution Logo next to Account

  Closed simpli_struggle 21 views 1 comment 1 point Most recent by Coach Jon December 2024Feedback
• 
  Merged: Savings Goals in Projected Cash Flow

  Closed KAEAL 11 views 0 comments 3 points Most recent by tobyN December 2024Feature Requests
• 
  accounts export

  Closed DSPatrick 32 views 2 comments 0 points Most recent by DSPatrick December 2024Troubleshooting
• 
  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed Closed RSKadish 1.4K views 57 comments 161 points Most recent by Matt Anfang December 2024Feature Requests
• 
  Incorrect balance from bank causes incorrect projections (edited)

  Closed everydave 324 views 42 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
• 
  1

  Up
  Supporting Neo Financial Bank Canada

  Active Sourabh 84 views 3 comments 1 point Most recent by giuliano.meller December 2024Report Missing Financial Institution
• 
  35
  Ability to choose which connected accounts get updated (edited)

  Completed Closed jfmclaugh 311 views 13 comments 35 points Most recent by Coach Natalie December 2024Feature Requests
• 
  Balance Issues with Citi (edited)

  Closed TheReal702 958 views 115 comments 1 point Most recent by EL1234 December 2024Adding and Updating Accounts
• 
  Simplifi Calculates FUSB Balance Wrong Again Today

  Closed SRC54 271 views 46 comments 0 points Most recent by SRC54 December 2024Report a Bug
• 
  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ Closed ender 220 views 8 comments 0 points Most recent by AaronJB December 2024Adding and Updating Accounts
• 
  Connecting to Edelman Financial Engines

  Closed cardcj 22 views 2 comments 0 points Most recent by cardcj December 2024Adding and Updating Accounts
• 
  Merged: add JeniusBank (part of SMBC MANUBANK)

  Closed nmavor 1 view 0 comments 1 point Started by nmavor December 2024 Report Missing Financial Institution
• 
  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Closed Ryan-H 97 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
• 
  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 455 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
• 
  Quicken has incorrect checking balance

  Closed N4KHQ 102 views 10 comments 0 points Most recent by N4KHQ December 2024Managing Your Transactions
• 
  Setting a brokerage account to type "Savings"

  Closed RockLee 83 views 13 comments 0 points Most recent by SRC54 December 2024Adding and Updating Accounts
• 
  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  Closed jdtrujillo 42 views 6 comments 0 points Most recent by UrsulaA December 2024Report a Bug