Accounts

Discussion List

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  Can we apply an exchange rate for an account?

  Closed SROBERTS 12 views 1 comment 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  Wealthsimple returning 0$ accounts with simplifi

  Closed SROBERTS 40 views 3 comments 0 points Most recent by Coach Jon February 19Adding and Updating Accounts
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  HealthEquity HSA Investment Account Missing

  Closed aqua 191 views 5 comments 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Missing Investment Account from Citibank (edited)

  Closed Bill N 73 views 1 comment 0 points Most recent by Coach Jon February 18Adding and Updating Accounts
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  Both Citi accounts show I need to "fix" the connection (edited)

  Closed disc2120 114 views 9 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  Simplifi won't add an RSU account with Fidelity (edited)

  Closed Mortimer Duke 110 views 11 comments 0 points Most recent by Coach Natalie February 17Adding and Updating Accounts
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  BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)

  Closed ambronet 2K views 49 comments 13 points Most recent by looper33 February 15Adding and Updating Accounts
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  When Simplifi's and the Bank's Balances Differ?

  Closed Mortimer Duke 48 views 2 comments 0 points Most recent by Mortimer Duke February 14Adding and Updating Accounts
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  Merging investment accounts

  Answered ✓ Closed Cinna 51 views 3 comments 0 points Most recent by Coach Natalie February 13Adding and Updating Accounts
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  Merged: Separate accounts in Quicken Simplifi.

  Closed mjrmotion 1 view 0 comments 1 point Most recent by mjrmotion February 13Feature Requests
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  Principal Financial Group account not pulling current balance

  Closed adh289 12 views 1 comment 0 points Most recent by Coach Natalie February 12Adding and Updating Accounts
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  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 12 views 0 comments 3 points Most recent by hyandow February 12Feature Requests
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  Show the different savings goals under accounts view

  Closed user5626 12 views 1 comment 0 points Most recent by Coach Natalie February 10Using Savings Goals
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  PHH Mortgage $0 Loan Balance (edited)

  Closed Duke0486 309 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts
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  How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

  Answered ✓ Closed dc2psguy 110 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts
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  Lending Club transactions not updating (edited)

  Closed eecalo 41 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Ability to use more than one account for Recurring Series (edited)

  20THOR18 42 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests
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  Transactions Question

  Answered ✓ Closed lynchbro 21 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 23 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 66 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 32 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 277 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 34 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 53 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  American Education Services - Care Code: FDP-530

  Closed atantillo 35 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 26 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 27 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts