Accounts

Discussion List

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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 33 views 1 comment 4 points Most recent by mrchin932 June 9Feature Requests
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  Option for manual accounts to always force balance to $0 (edited)

  Active alkaboy 60 views 7 comments 1 point Most recent by Coach Jon June 7Feature Requests
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  Incorrect account balance (again)

  Closed Bernardo 173 views 5 comments 0 points Most recent by Coach Jon June 7Report a Bug
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  How to delete duplicate account

  Answered ✓ Closed DavidB 58 views 2 comments 0 points Most recent by DavidB June 5Adding and Updating Accounts
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  FDP-107 error with Lending Club

  Closed NeoIsTaken 27 views 2 comments 0 points Most recent by Coach Jon June 4Adding and Updating Accounts
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  Link account with Google Sheets

  Active Marcin 34 views 0 comments 2 points Started by Marcin June 3 Feature Requests
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  The Standard Retirement Plan Market Value Missing

  Closed cthomp 69 views 2 comments 0 points Most recent by Rick_B June 3Adding and Updating Accounts
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  https://www.ubs.com/onesource/txn - not working

  Closed klarosa 27 views 1 comment 0 points Most recent by Coach Kristina June 2Adding and Updating Accounts
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  add https://www.bmoinvestorline.com/

  Closed ariwolph 19 views 1 comment 1 point Most recent by Coach Kristina June 2Adding and Updating Accounts
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  Add Zillow to Track Property Value (2 Merged Votes)

  Completed Closed zgarretson 16.2K views 218 comments 50 points Most recent by Coach Natalie May 31Feature Requests
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  Unable to connect Ally Loan account - Sold to Synchrony

  Closed ConBow 232 views 5 comments 0 points Most recent by Coach Jon May 30Adding and Updating Accounts
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  Unable to add Wells Fargo credit card account (edited)

  Closed PixiePower 557 views 17 comments 0 points Most recent by Coach Jon May 29Adding and Updating Accounts
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  So close to swearing loyalty to quicken

  Closed jkidd22 82 views 3 comments 0 points Most recent by Coach Natalie May 29Feedback
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  Unable to connect to Edward Jones Canada account Care Code FDP-105 (edited)

  Closed HWanless 154 views 22 comments 0 points Most recent by HWanless May 29Adding and Updating Accounts
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  [ONGOING] 4/2/24: Changes To "Hidden" Account Names Do Not Reflect In Accounts List or Reports

  Coach Natalie 178 views 2 comments 0 points Most recent by Coach Natalie May 28Known Product Issues
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  USAA Checking Balance $0.00

  Closed ChrisseyP 95 views 1 comment 0 points Most recent by Coach Natalie May 28Adding and Updating Accounts
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  Ability to customize the size/width of the Accounts List on the Web App (edited)

  Active jlehmer 128 views 4 comments 8 points Most recent by Coach Kristina May 26Feature Requests
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  How do I separate business and personal accounts in Simplifi ?

  Answered ✓ Closed patrickdundon 145 views 2 comments 0 points Most recent by Coach Kristina May 26Getting Started
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  Please add Canadian MBNA

  Closed Gisa 18 views 1 comment 1 point Most recent by Coach Kristina May 26Feedback
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  Merged: Ability to adjust Accounts List width [Edited]

  Gisa 21 views 0 comments 3 points Started by Gisa May 25 Feature Requests
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  Why does adding an asset show as spending?

  Answered ✓ Closed PaulaMarie 131 views 14 comments 0 points Most recent by Coach Natalie May 24Getting Started
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  Ability to easily switch account, profile or budget

  Closed jonandkiley 44 views 1 comment 1 point Most recent by Coach Jon May 22Using Space Sharing
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  I have not been able to add my Chase or Discover credit card accounts (edited)

  Closed ekaplan 33 views 1 comment 0 points Most recent by Coach Jon May 21Adding and Updating Accounts
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  Empty Banks Under Settings (edited)

  Answered ✓ Closed DannyB 39 views 3 comments 0 points Most recent by DannyB May 20Troubleshooting
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  How to update manual balances

  Answered ✓ Closed Rory 87 views 2 comments 0 points Most recent by Rory May 19Investments
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  Merged: Enable manual change from a closed account to disconnected

  vitus 1 view 0 comments 1 point Started by vitus May 18 Feature Requests
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  Personal Loan from Discover Bank is posting as positive balance (edited)

  Closed JimRosebro 69 views 6 comments 0 points Most recent by JimRosebro May 18Adding and Updating Accounts
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  The Farmers State Bank - New Madison, Ohio (edited)

  Active yendorreklaw 121 views 17 comments 1 point Most recent by yendorreklaw May 17Report Missing Financial Institution
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  US Bank IRA not showing up in account list

  Closed pblackston 32 views 1 comment 0 points Most recent by Coach Jon May 17Adding and Updating Accounts