Accounts

Discussion List

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  6

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  Add Projected Balance to Headers in Accounts List (edited)

  Active syrilmathai 59 views 6 comments 6 points Most recent by Coach Natalie October 2025Feature Requests
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  108

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  Add an HSA Investment account type (edited)

  In Review MDG39518 988 views 22 comments 108 points Most recent by Marquette42 October 2025Feature Requests
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  Northwestern Mutual Insurance - 914 error with Finicity (edited)

  Closed abernaki 53 views 9 comments 1 point Most recent by Coach Kristina October 2025Adding and Updating Accounts
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  Incorrect balance in manual account

  Closed ejs 126 views 17 comments 0 points Most recent by DryHeat October 2025Adding and Updating Accounts
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  6

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  Add Ability to Re-Calibrate Balance in Manual Accounts

  Active SRC54 35 views 3 comments 6 points Most recent by RobWilk October 2025Feature Requests
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  Manual Account Balance doesn’t add up with transaction

  Closed everydave 80 views 10 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
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  10

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  Add 457b Retirement Account Type (edited)

  Active Domino82 104 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
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  Missing Cenlar FSB Mortgage Accounts (edited)

  Closed MattyBEsq 35 views 3 comments 1 point Most recent by Coach Natalie October 2025Adding and Updating Accounts
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  Chase Bank: Child account no longer syncing

  Closed zmaniacz 265 views 33 comments 1 point Most recent by zmaniacz October 2025Adding and Updating Accounts
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  Deleted Savings Goals do not release funds in Accounts List (edited)

  Closed RiversideKid 47 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
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  50

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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.1K views 28 comments 50 points Most recent by SRC54 September 2025Feature Requests
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  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 229 views 25 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 76 views 12 comments 1 point Most recent by jtb36 September 2025Adding and Updating Accounts
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  Unable to add American Express CD account (edited)

  Closed MagosDante 81 views 15 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  not to include certain account on report, or hide

  Closed Texas Sun 7 views 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
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  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 56 views 3 comments 0 points Most recent by Dick_Davis September 2025Adding and Updating Accounts
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  Missing HealthEquity HSA investment accounts

  Closed mglev1n 159 views 4 comments 1 point Most recent by chrisdpeters September 2025Adding and Updating Accounts
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  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 71 views 2 comments 0 points Most recent by AaronJB September 2025Adding and Updating Accounts
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  Setting up fund accounts

  Answered ✓ Closed Julie V 51 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Businesses
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  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 10 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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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 2025Adding and Updating Accounts
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  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 15 views 1 comment 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Health Equity investment accounts not syncing

  Closed Nick333 54 views 2 comments 0 points Most recent by ZeeBo22 September 2025Adding 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 2025 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 2025 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 16 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
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  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.4K views 71 comments 1 point Most recent by Coach Natalie September 2025Report a Bug
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  Ability to Hide Accounts

  Closed Simplify Master 18 views 1 comment 2 points Most recent by SRC54 September 2025Feedback
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  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 79 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
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  Chase: Unable to add new savings account (edited)

  Closed RobWilk 23 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug