Accounts

Discussion List

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  Lending Club transactions not updating (edited)

  Closed eecalo 41 views 1 comment 0 points Most recent by Coach Jon February 9Adding and Updating Accounts
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  Ability to use more than one account for Recurring Series (edited)

  Active 20THOR18 73 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests
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  Transactions Question

  Answered ✓ Closed lynchbro 21 views 1 comment 0 points Most recent by SRC54 February 8Adding and Updating Accounts
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  CareCredit returning a fdp-102 error

  Closed mscemcee 31 views 2 comments 0 points Most recent by mscemcee February 8Adding and Updating Accounts
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  Active mollyj 83 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  STILL ISSUES WITH Duplicated or $0 Balance in Manual or Asset Accounts (edited)

  Closed Markasteele 31 views 1 comment 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  "Account needs attention" shown on mobile app for closed accounts (edited)

  Closed Mike2023 403 views 23 comments 0 points Most recent by Mike2023 February 6Troubleshooting
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  Incorrect balance with one of my CU accounts (edited)

  Closed hewendataway 41 views 5 comments 0 points Most recent by Coach Jon February 5Adding and Updating Accounts
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  Home Equity Loan current balance owed shows as Positive Amount

  Closed ronshapiro 81 views 7 comments 0 points Most recent by Coach Jon February 4Adding and Updating Accounts
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  American Education Services - Care Code: FDP-530

  Closed atantillo 32 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Support for Cinefi

  Active fortitood 21 views 0 comments 1 point Most recent by fortitood February 3Report Missing Financial Institution or Biller
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  Can't add Pen Fed HELOC account (edited)

  Closed theoracle39 31 views 1 comment 0 points Most recent by Coach Jon February 3Adding and Updating Accounts
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  Synchrony Credit Card Accounts: Reversed Balances / Transactions

  Closed Mr_C_Kent 31 views 1 comment 0 points Most recent by Coach Jon February 2Adding and Updating Accounts
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  NFCU bank accounts linked but not showing up in Quicken Simplifi

  Closed Jerristeve 21 views 1 comment 0 points Most recent by Coach Natalie February 2Adding and Updating Accounts
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  Accounts Info Download option

  Closed bkbryce 61 views 4 comments 3 points Most recent by Coach Natalie February 2Feedback
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  Allow a manual update of the balance on manual accounts (edited)

  Active scottnliz 3.7K 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 51 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 11 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 74 views 4 comments 0 points Most recent by SRC54 February 1Troubleshooting
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  Some Amex accounts are not being discovered

  Closed System 891 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 4.3K 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 362 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 142 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 31 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 42 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 52 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 41 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 31 views 1 comment 0 points Most recent by Coach Jon January 24Adding and Updating Accounts