Accounts

Discussion List

• 
  Manual Account Balance doesn’t add up with transaction

  Closed everydave 132 views 10 comments 0 points Most recent by RobWilk October 2025Adding and Updating Accounts
• 
  10

  Up Down
  Add 457b Retirement Account Type (edited)

  Active Domino82 139 views 8 comments 10 points Most recent by RobWilk October 2025Feature Requests
• 
  Missing Cenlar FSB Mortgage Accounts (edited)

  Closed MattyBEsq 75 views 3 comments 1 point Most recent by Coach Natalie October 2025Adding and Updating Accounts
• 
  Chase Bank: Child account no longer syncing

  Closed zmaniacz 394 views 33 comments 1 point Most recent by zmaniacz October 2025Adding and Updating Accounts
• 
  Deleted Savings Goals do not release funds in Accounts List (edited)

  Closed RiversideKid 83 views 5 comments 0 points Most recent by Coach Natalie October 2025Report a Bug
• 
  Can't connect to Voya Financial - FDP-106 (edited)

  Closed M.B. 254 views 25 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  New Upgrade Connection Does Not Include Personal Loan Accounts

  Closed jtb36 101 views 12 comments 1 point Most recent by jtb36 September 2025Adding and Updating Accounts
• 
  Unable to add American Express CD account (edited)

  Closed MagosDante 101 views 15 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  not to include certain account on report, or hide

  Closed Texas Sun 1 view 1 comment 0 points Most recent by SRC54 September 2025Troubleshooting
• 
  Credit Card Account – Replacement (edited)

  Answered ✓ Closed Dick_Davis 78 views 3 comments 0 points Most recent by Dick_Davis September 2025Adding and Updating Accounts
• 
  Missing HealthEquity HSA investment accounts

  Closed mglev1n 214 views 4 comments 1 point Most recent by chrisdpeters September 2025Adding and Updating Accounts
• 
  Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

  Answered ✓ Closed AaronJB 75 views 2 comments 0 points Most recent by AaronJB September 2025Adding and Updating Accounts
• 
  Setting up fund accounts

  Answered ✓ Closed Julie V 56 views 1 comment 0 points Most recent by Coach Jon September 2025Managing Businesses
• 
  Can't connect to second CD at E*Trade Bank

  Closed QuanYin4 19 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Merged: We are unable to connect to HealthEquity at this time. Care Code: FDP-101

  Closed johnpw 1 view 0 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Guild Mortgage Positive Balance (edited)

  Closed hokieskier 16 views 1 comment 1 point Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Health Equity investment accounts not syncing

  Closed Nick333 69 views 2 comments 1 point Most recent by ZeeBo22 September 2025Adding and Updating Accounts
• 
  Merged: 💰 NewtekBank Missing from Simplifi — Highest No-Limit HYSA Rate Users Need Access

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution or Biller
• 
  Merged: 🚨 Still No Varo Bank in Simplifi — Users Deserve Action & ETA

  Closed HeyJaiBabyIGotUrMony 1 view 0 comments 1 point Started by HeyJaiBabyIGotUrMony September 2025 Report Missing Financial Institution or Biller
• 
  US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)

  Closed itsjafer 12 views 1 comment 1 point Most recent by itsjafer September 2025Adding and Updating Accounts
• 
  Deleted Savings Goals still showing in accounts (edited)

  Closed johnnydr4 1.5K views 71 comments 1 point Most recent by Coach Natalie September 2025Report a Bug
• 
  Ability to Hide Accounts

  Closed Simplify Master 29 views 1 comment 2 points Most recent by SRC54 September 2025Feedback
• 
  Ohio University Credit Union - can't connect credit card (edited)

  Closed olwhatshisname 114 views 18 comments 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Chase: Unable to add new savings account (edited)

  Closed RobWilk 23 views 2 comments 0 points Most recent by SRC54 September 2025Report a Bug
• 
  Account (Accidentally?) Deleted

  Closed RobWilk 62 views 2 comments 0 points Most recent by RobWilk September 2025Troubleshooting
• 
  11

  Up Down
  Ability to customize the Low Balance Notification for specific accounts (edited)

  Active Max1223 57 views 4 comments 11 points Most recent by kgJettaIV September 2025Quicken Business & Personal Feature Requests
• 
  Investment transactions don't appear in Transaction Activity for Net Worth

  Closed DryHeat 35 views 3 comments 0 points Most recent by SRC54 September 2025Investments
• 
  M1 Finance - Incorrect Balance (edited)

  Closed Dafelhandler 16 views 1 comment 0 points Most recent by Coach Jon September 2025Adding and Updating Accounts
• 
  Zion Bank (NSBank) showing positive loan balance under Liabilities

  Closed tjayreed 23 views 1 comment 0 points Most recent by Coach Kristina September 2025Adding and Updating Accounts
• 
  Erroneous balance on manual account

  Closed oldit51 60 views 3 comments 0 points Most recent by oldit51 September 2025Adding and Updating Accounts