Accounts

Discussion List

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  Merged: Can the Gemini Credit Card Link to Simplifi?

  Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 23Adding and Updating Accounts
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 17 views 4 comments 0 points Most recent by SRC54 August 22Report a Bug
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 32 views 3 comments 0 points Most recent by Coach Jon August 20Adding and Updating Accounts
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  Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

  Closed nmcmahon1215 90 views 15 comments 0 points Most recent by wrankin August 19Adding and Updating Accounts
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  Merged: Unable to Connect Two Vanguard Accounts - Care Code 324 (Post-API Update)

  Closed Derrick R 11 views 0 comments 0 points Started by Derrick R August 19 Adding and Updating Accounts
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  I need Simplifi to understand that all the money in my "Cash and Checking" accounts is spendable

  Closed NatalieGS 23 views 2 comments 0 points Most recent by DannyB August 19Troubleshooting
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 16 views 2 comments 0 points Most recent by trewbux August 16Adding and Updating Accounts
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  Merged: Deleted Savings Goals still showing in accounts

  Closed System 1 view 0 comments 0 points Most recent by bobmablob August 14Report a Bug
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  Restoration of Data deletion by mistake

  Closed Palavis 26 views 2 comments 0 points Most recent by Palavis August 13Troubleshooting
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  Fidelity Sync and Add Errors

  Closed whyme 48 views 6 comments 0 points Most recent by whyme August 12Adding and Updating Accounts
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  MrCooper Nationstar Mortgage - Constant MFA at Login

  Closed ChasingIt 16 views 1 comment 0 points Most recent by Coach Jon August 8Adding and Updating Accounts
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  Change negative numbers in the Accounts List to a red font (edited)

  Cjared 13 views 1 comment 6 points Most recent by Coach Natalie August 8Feature Requests
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  Merged: PayPal Credit (not Paypal MC): Cannot locate account

  Closed RobWilk 11 views 0 comments 0 points Most recent by slpeeler August 6Adding and Updating Accounts
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  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 24 views 2 comments 0 points Most recent by Coach Natalie August 6Adding and Updating Accounts
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  Optum financial does not show my investment balance (edited)

  Closed christiney 31 views 1 comment 0 points Most recent by Coach Jon August 5Adding and Updating Accounts
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  Unable to add Stash Invest account (edited)

  Closed KareS 110 views 8 comments 0 points Most recent by Coach Jon August 4Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 23 views 2 comments 2 points Most recent by RTK August 4Feature Requests
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  Problematic connection to Firstrade account [FPD-155]

  Closed _Orz_1234 60 views 6 comments 0 points Most recent by Coach Natalie August 4Adding and Updating Accounts
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  Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

  Active MishaM 12 views 0 comments 1 point Started by MishaM August 4 Feature Requests
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  Multi-currency support

  Answered ✓ Closed ROS 86 views 4 comments 0 points Most recent by Coach Kristina August 2Quicken Business & Personal Feedback
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  Truist and Balance with Pending

  Closed Mike2023 34 views 2 comments 0 points Most recent by Mike2023 August 2Adding and Updating Accounts
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 108 views 10 comments 0 points Most recent by SRC54 August 1Feedback
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  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 13 views 1 comment 5 points Most recent by MishaM July 31Feature Requests
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  Unable to add PayPal Savings (edited)

  Closed douglastgraham 90 views 4 comments 0 points Most recent by rwhoppe July 30Adding and Updating Accounts
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  Simplifi Insists that my Checking Account is a Brokerage... Workaround? (edited)

  Closed AndyB 24 views 2 comments 0 points Most recent by AndyB July 28Feedback
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  Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

  Closed Dick_Davis 142 views 10 comments 0 points Most recent by Dick_Davis July 27Adding and Updating Accounts
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  Track rewards/bonus/limit details of credit cards

  Closed Duncan 24 views 1 comment 2 points Most recent by Coach Natalie July 25Feedback
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  Personal Loan is a bill and a liability, right?

  Closed Roadog51 74 views 4 comments 0 points Most recent by SRC54 July 25Getting Started
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  Added missing 2024 transactions - how do I "balance" to have the correct Credit total?

  Answered ✓ Closed tryingtosimpli 25 views 2 comments 0 points Most recent by Coach Jon July 23Adding and Updating Accounts
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  Robinhood: categorize Individual cash as Cash and not investment

  Closed Elllatrav 25 views 2 comments 0 points Most recent by Elllatrav July 22Adding and Updating Accounts