Accounts

Discussion List

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  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Closed Eman321 74 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
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  Add State Farm Investments. Uses Pershing (edited)

  Active User123484u 93 views 4 comments 2 points Most recent by vipsclt January 4Report Missing Financial Institution or Biller
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  Spending Plan should include existing account balances

  Closed Joe M 27 views 2 comments 0 points Most recent by EL1234 January 4Using the Spending Plan
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 107 views 4 comments 16 points Most recent by TwelveSilverPennies January 3Feature Requests
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  Wells Fargo self investment account (Wellstrade) showing zero balance

  Closed nrp06 43 views 1 comment 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Home Value Change is not a Transaction

  Closed e39e60 22 views 1 comment 0 points Most recent by DryHeat December 2025Feedback
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  GreenState Credit Union - Bank Balance shown as Positive when it should be negative (edited)

  Closed Jeeves 87 views 6 comments 0 points Most recent by Coach Kristina December 2025Adding and Updating Accounts
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  Add a section of Starred/Favorite Accounts in the Accounts List (edited)

  Active EL1234 27 views 3 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  Ability to track Points and Rewards for Credit Cards (edited)

  Active Christaaay 481 views 8 comments 23 points Most recent by mattysoup December 2025Feature Requests
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  No "Keep this account separate" in Quicken Simplifi

  Closed sgordet 31 views 1 comment 0 points Most recent by Coach Jon December 2025Feedback
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  Empower - pension and HSA not pulled in

  Closed System 25 views 2 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Affinity Federal Credit Union HELOC no longer provides accurate balance

  Closed user12 18 views 1 comment 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  How do I remove an asset account? (edited)

  Answered ✓ Closed Warpath 130 views 3 comments 0 points Most recent by Warpath December 2025Adding and Updating Accounts
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  Transaction export

  Closed IHasAQuestion 33 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback
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  American Century Accounts Already Added

  Closed vollmas 148 views 10 comments 0 points Most recent by Coach Jon December 2025Adding and Updating Accounts
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  Running Balance Column in Account Registers

  Closed Ames.Vannah 116 views 5 comments 2 points Most recent by SRC54 December 2025Feedback
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  Ability to hover over a credit card account to see the statement balance and due date (edited)

  cindyparsons1 49 views 3 comments 7 points Most recent by EL1234 December 2025Feature Requests
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  Reconnecting to my bank only gives the option to add accounts (edited)

  Closed GuerillaTime68 63 views 2 comments 0 points Most recent by GuerillaTime68 December 2025Adding and Updating Accounts
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  How do I use Simplifi

  Closed NoraBelle 82 views 2 comments 0 points Most recent by DannyB December 2025Getting Started
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  My Savings Account downloaded this morning and showed a $0.00 balance!!!

  Closed SRC54 22 views 0 comments 0 points Most recent by SRC54 December 2025Adding and Updating Accounts
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 469 views 16 comments 22 points Most recent by Coach Natalie December 2025Feature Requests
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  Request: link U.S. Bank retirement accounts

  Closed mattyrazz7 75 views 4 comments 0 points Most recent by mattyrazz7 December 2025Adding and Updating Accounts
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  CIT account showing wrong balance (edited)

  Closed Marquette42 59 views 3 comments 0 points Most recent by Marquette42 December 2025Adding and Updating Accounts
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  New York Life showing balance of $0 on IndexFlex Variable Annuity account (edited)

  Closed LJMR 97 views 9 comments 0 points Most recent by Coach Natalie December 2025Adding and Updating Accounts
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 3.1K views 72 comments 193 points Most recent by PhoenixV November 2025Feature Requests
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  Pending Transactions showing reversed (ie: as positive instead of negative) on multiple accounts

  Closed SmittyVA 121 views 1 comment 0 points Most recent by Coach Jon November 2025Adding and Updating Accounts
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 872 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 5 views 0 comments 4 points Most recent by RASA November 2025Feature Requests