Accounts

Discussion List

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

  Active scottnliz 3.4K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests
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  All asset accounts still show $0 (edited)

  Closed Jason Lloyd 22 views 1 comment 0 points Most recent by Coach Kristina February 1Feedback
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  Re-sync option added for Manual Accounts in 6.4.0

  Closed SRC54 12 views 1 comment 1 point Most recent by EL1234 February 1Feedback
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  Safe to delete empty institutions or not?

  Answered ✓ Closed jj 34 views 4 comments 0 points Most recent by SRC54 February 1Troubleshooting
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  Ability to hide cents for accounts in the Accounts List (edited)

  Donnie S 34 views 2 comments 3 points Most recent by bobthemoneyguy January 31Feature Requests
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  Some Amex accounts are not being discovered

  Closed System 573 views 40 comments 1 point Most recent by Coach Jon January 30Adding and Updating Accounts
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  Total Account Balance is Wrong

  Closed mjn1979 12 views 1 comment 0 points Most recent by Coach Jon January 30Troubleshooting
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  Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited)

  Closed Oogway 2.4K views 225 comments 2 points Most recent by Coach Jon January 30Report a Bug
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  Refund Reminder Card Displays on All Accounts

  Closed Charles Collins 235 views 19 comments 0 points Most recent by Coach Jon January 29Report a Bug
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  Fidelity HSA account no longer added to Simplifi

  Closed mariafed 63 views 3 comments 0 points Most recent by Coach Natalie January 27Adding and Updating Accounts
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  Please add People First Federal Credit Union

  Active B_H 14 views 5 comments 3 points Most recent by B_H January 27Report Missing Financial Institution or Biller
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  Balance Type Reset on all of my accounts

  Closed pastchief8 28 views 2 comments 0 points Most recent by pastchief8 January 26Adding and Updating Accounts
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  Principal 401K balance value always behind by 2 days

  Closed rjg5060 14 views 2 comments 0 points Most recent by rjg5060 January 24Adding and Updating Accounts
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  Adding a Cash Management Account to "Accounts"

  Closed Dmenk60 26 views 1 comment 0 points Most recent by SRC54 January 24Adding and Updating Accounts
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  Exporting account balance history?

  Answered ✓ Closed ejs 23 views 1 comment 0 points Most recent by Coach Jon January 24Adding and Updating Accounts
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  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 41 views 2 comments 8 points Most recent by bob303727 January 23Feature Requests
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  Merged: Simplifi Balances on Manual Accounts not showing (V4.91.0)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by DryHeat January 23Adding and Updating Accounts
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  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Active disc2120 12 views 0 comments 1 point Most recent by disc2120 January 23Feature Requests
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  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 1 view 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
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  AMEX HYSA ZERO balance yet again ...

  Closed quickdave 58 views 5 comments 0 points Most recent by Coach Jon January 22Adding and Updating Accounts
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  Merged: Assets (Including Savings Goals) Doubled Overnight (01/22/2026)

  Closed TiggerTrainer 771 views 0 comments 2 points Most recent by aariana January 22Report a Bug
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  Sure401k Broken Since August 2025 - FDP-155 (edited)

  Closed exabrial 16 views 5 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  Imagine Mastercard - FDP 155 error (edited)

  Closed EnchantedLedger 14 views 1 comment 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Freedom Mortgage now Works but Account Balance is Positive

  Closed BlurrVT 154 views 9 comments 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Support for Nibbles Credit Card

  Active supermatthew 2 views 0 comments 1 point Most recent by supermatthew January 20Report Missing Financial Institution or Biller
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  iPad App: Ability to Collapse the Accounts List in the Transactions View (edited)

  DGAzr 37 views 3 comments 4 points Most recent by DGAzr January 19Feature Requests
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  Data not refreshing for Citi Bank

  Closed vipsclt 33 views 5 comments 0 points Most recent by Coach Kristina January 18Adding and Updating Accounts
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  Lost my accounts

  Closed EdCallahan 34 views 2 comments 0 points Most recent by SRC54 January 17Adding and Updating Accounts
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  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  Closed danielkeisling 76 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 144 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting