Accounts

PHH Mortgage $0 Loan Balance (edited)

Closed Duke0486 321 views 25 comments 0 points Most recent by Coach Jon February 10Adding and Updating Accounts

How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

Answered ✓ Closed dc2psguy 120 views 2 comments 0 points Most recent by dc2psguy February 9Adding and Updating Accounts

Lending Club transactions not updating (edited)

Closed eecalo 43 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 44 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests

Transactions Question

Answered ✓ Closed lynchbro 22 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts

CareCredit returning a fdp-102 error

Closed mscemcee 24 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 75 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 33 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 308 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting

Incorrect balance with one of my CU accounts (edited)

Closed hewendataway 39 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 56 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts

American Education Services - Care Code: FDP-530

Closed atantillo 38 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts

1

Support for Cinefi

Active fortitood 28 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 30 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 25 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 59 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 3.6K views 33 comments 54 points Most recent by SRC54 February 2Feature Requests

All asset accounts still show $0 (edited)

Closed Jason Lloyd 35 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 11 views 1 comment 1 point Most recent by EL1234 February 1Feedback

Safe to delete empty institutions or not?

Answered ✓ Closed jj 58 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 51 views 2 comments 3 points Most recent by bobthemoneyguy January 31Feature Requests

Some Amex accounts are not being discovered

Closed System 778 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 3.3K views 225 comments 2 points Most recent by Coach Jon January 30Report a Bug

Refund Reminder Card Displays on All Accounts

Closed Charles Collins 307 views 19 comments 0 points Most recent by Coach Jon January 29Report a Bug

Fidelity HSA account no longer added to Simplifi

Closed mariafed 107 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 30 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 38 views 2 comments 0 points Most recent by pastchief8 January 26Adding and Updating Accounts

Accounts

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