Accounts

Lending Club transactions not updating (edited)

Closed eecalo 37 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts

3

Ability to use more than one account for Recurring Series (edited)

20THOR18 43 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests

Transactions Question

Answered ✓ Closed lynchbro 21 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts

CareCredit returning a fdp-102 error

Closed mscemcee 29 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts

0

Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

mollyj 64 views 0 comments 0 points Most recent by mollyj February 8Feature Requests

STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

Closed Markasteele 35 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts

"Account needs attention" shown on mobile app for closed accounts (edited)

Closed Mike2023 208 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting

Incorrect balance with one of my CU accounts (edited)

Closed hewendataway 31 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts

Home Equity Loan current balance owed shows as Positive Amount

Closed ronshapiro 59 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts

American Education Services - Care Code: FDP-530

Closed atantillo 34 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts

1

Support for Cinefi

Active fortitood 18 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller

Can't add Pen Fed HELOC account (edited)

Closed theoracle39 25 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts

Synchrony Credit Card Accounts: Reversed Balances / Transactions

Closed Mr_C_Kent 27 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts

NFCU bank accounts linked but not showing up in Quicken Simplifi

Closed Jerristeve 12 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts

Accounts Info Download option

Closed bkbryce 43 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback

54

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

Active scottnliz 3.5K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests

All asset accounts still show $0 (edited)

Closed Jason Lloyd 30 views 1 comment 0 points Most recent by Coach Kristina February 1Feedback

Re-sync option added for Manual Accounts in 6.4.0

Closed SRC54 15 views 1 comment 1 point Most recent by EL1234 February 1Feedback

Safe to delete empty institutions or not?

Answered ✓ Closed jj 41 views 4 comments 0 points Most recent by SRC54 February 1Troubleshooting

3

Ability to hide cents for accounts in the Accounts List (edited)

Donnie S 43 views 2 comments 3 points Most recent by bobthemoneyguy January 31Feature Requests

Some Amex accounts are not being discovered

Closed System 692 views 40 comments 1 point Most recent by Coach Jon January 30Adding and Updating Accounts

Total Account Balance is Wrong

Closed mjn1979 13 views 1 comment 0 points Most recent by Coach Jon January 30Troubleshooting

Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited)

Closed Oogway 2.8K views 225 comments 2 points Most recent by Coach Jon January 30Report a Bug

Refund Reminder Card Displays on All Accounts

Closed Charles Collins 287 views 19 comments 0 points Most recent by Coach Jon January 29Report a Bug

Fidelity HSA account no longer added to Simplifi

Closed mariafed 88 views 3 comments 0 points Most recent by Coach Natalie January 27Adding and Updating Accounts

3

Please add People First Federal Credit Union

Active B_H 15 views 5 comments 3 points Most recent by B_H January 27Report Missing Financial Institution or Biller

Balance Type Reset on all of my accounts

Closed pastchief8 31 views 2 comments 0 points Most recent by pastchief8 January 26Adding and Updating Accounts

Principal 401K balance value always behind by 2 days

Closed rjg5060 17 views 2 comments 0 points Most recent by rjg5060 January 24Adding and Updating Accounts

Adding a Cash Management Account to "Accounts"

Closed Dmenk60 30 views 1 comment 0 points Most recent by SRC54 January 24Adding and Updating Accounts

Accounts

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