Accounts

Discussion List

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  Ability To Sort Accounts List By Amount

  Closed kopernykus 15 views 1 comment 2 points Most recent by Coach Jon December 2024Using the Dashboard
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  Add Logo Next to Account Name in the account/transaction display

  Active UrsulaA 61 views 1 comment 12 points Most recent by RobWilk December 2024Feature Requests
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  Show Financial Institution Logo next to Account

  Closed simpli_struggle 21 views 1 comment 1 point Most recent by Coach Jon December 2024Feedback
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  Merged: Savings Goals in Projected Cash Flow

  Closed KAEAL 11 views 0 comments 3 points Most recent by tobyN December 2024Feature Requests
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  accounts export

  Closed DSPatrick 33 views 2 comments 0 points Most recent by DSPatrick December 2024Troubleshooting
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  161
  Show the last Sync Date/Time and Status for connected accounts [edited] (13 Merged Votes)

  Completed Closed RSKadish 1.5K views 57 comments 161 points Most recent by Matt Anfang December 2024Feature Requests
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  Incorrect balance from bank causes incorrect projections (edited)

  Closed everydave 344 views 42 comments 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  35
  Ability to choose which connected accounts get updated (edited)

  Completed Closed jfmclaugh 311 views 13 comments 35 points Most recent by Coach Natalie December 2024Feature Requests
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  Balance Issues with Citi (edited)

  Closed TheReal702 995 views 115 comments 1 point Most recent by EL1234 December 2024Adding and Updating Accounts
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  Simplifi Calculates FUSB Balance Wrong Again Today

  Closed SRC54 272 views 46 comments 0 points Most recent by SRC54 December 2024Report a Bug
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  How do I correctly connect my Fidelity cash management account to not be treated as investment?

  Answered ✓ Closed ender 296 views 8 comments 0 points Most recent by AaronJB December 2024Adding and Updating Accounts
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  Connecting to Edelman Financial Engines

  Closed cardcj 24 views 2 comments 0 points Most recent by cardcj December 2024Adding and Updating Accounts
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  Merged: add JeniusBank (part of SMBC MANUBANK)

  Closed nmavor 1 view 0 comments 1 point Started by nmavor December 2024 Report Missing Financial Institution
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  Simplifi Accounts - Banking Balance Bank Balance Setting Incorrect

  Answered ✓ Closed Ryan-H 103 views 1 comment 0 points Most recent by Coach Jon December 2024Adding and Updating Accounts
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  Cleared transaction still shows pending in the tooltip and balance is off

  Closed System 457 views 61 comments 0 points Most recent by EL1234 December 2024Adding and Updating Accounts
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  Quicken has incorrect checking balance

  Closed N4KHQ 102 views 10 comments 0 points Most recent by N4KHQ December 2024Managing Your Transactions
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  Setting a brokerage account to type "Savings"

  Closed RockLee 88 views 13 comments 0 points Most recent by SRC54 December 2024Adding and Updating Accounts
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  Accounts List shows "Liabilities + Liability Account" on the bottom (edited)

  Closed jdtrujillo 42 views 6 comments 0 points Most recent by UrsulaA December 2024Report a Bug
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  Merged: Issue: Transfer feature does not allow DC as a state

  Closed xnn7 1 view 0 comments 0 points Started by xnn7 December 2024 Report a Bug
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  How to disconnect Apple Cash and Apple Savings account?

  Answered ✓ Closed LakGoy 36 views 1 comment 1 point Most recent by UrsulaA December 2024Adding and Updating Accounts
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  Incorrect balance with Charles Schwab

  Closed System 38 views 2 comments 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Additional Real Estate Assets

  Closed TheReal702 11 views 1 comment 1 point Most recent by TheReal702 December 2024Adding and Updating Accounts
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  Add a detailed warning when deleting accounts that users will lose their historical transactions

  Active Membername 42 views 6 comments 7 points Most recent by UrsulaA December 2024Feature Requests
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  Bank link option needed for servicing.mohela.com

  Closed Altdata 28 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  Problems with linking to MassMutual.com

  Closed Altdata 14 views 1 comment 0 points Most recent by Coach Natalie December 2024Adding and Updating Accounts
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  30
  Running Balance Column [edited] (3 Merged Votes)

  Declined myf 1.2K views 48 comments 30 points Most recent by akogan November 2024Feature Requests
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  Add Partner Colorado Credit Union to link

  In Review BigMac61 14 views 1 comment 1 point Most recent by GMerritt89 November 2024Report Missing Financial Institution
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  Balance Issues with Bank of America

  Closed System 114 views 12 comments 0 points Most recent by TheReal702 November 2024Adding and Updating Accounts
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  Chase Bank Balance WAY WRONG (edited)

  Closed NanP1017 158 views 6 comments 0 points Most recent by Coach Natalie November 2024Adding and Updating Accounts