Accounts

Discussion List

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  Principal 401K balance value always behind by 2 days

  Closed rjg5060 32 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 36 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 35 views 1 comment 0 points Most recent by Coach Jon January 24Adding and Updating Accounts
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  Show Each Bank's Connection Type in Simplifi Settings (edited)

  Active turtle 46 views 2 comments 8 points Most recent by bob303727 January 23Feature Requests
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  Merged: Simplifi Balances on Manual Accounts not showing (V4.91.0)

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by DryHeat January 23Adding and Updating Accounts
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  Mobile App: Show the last 4 digits of account number and the bank name in accounts (edited)

  Active disc2120 14 views 0 comments 1 point Most recent by disc2120 January 23Feature Requests
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  Merged: Unrecognized transactions and balances in manual accounts

  Closed Jeremiah.R.Akin 1 view 0 comments 0 points Most recent by Jeremiah.R.Akin January 22Report a Bug
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  AMEX HYSA ZERO balance yet again ...

  Closed quickdave 119 views 5 comments 0 points Most recent by Coach Jon January 22Adding and Updating Accounts
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  Merged: Assets (Including Savings Goals) Doubled Overnight (01/22/2026)

  Closed TiggerTrainer 771 views 0 comments 2 points Most recent by aariana January 22Report a Bug
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  Sure401k Broken Since August 2025 - FDP-155 (edited)

  Closed exabrial 23 views 5 comments 1 point Most recent by Coach Jon January 22Adding and Updating Accounts
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  Imagine Mastercard - FDP 155 error (edited)

  Closed EnchantedLedger 23 views 1 comment 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Freedom Mortgage now Works but Account Balance is Positive

  Closed BlurrVT 219 views 9 comments 0 points Most recent by Coach Jon January 20Adding and Updating Accounts
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  Support for Nibbles Credit Card

  Active supermatthew 4 views 0 comments 1 point Most recent by supermatthew January 20Report Missing Financial Institution or Biller
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  iPad App: Ability to Collapse the Accounts List in the Transactions View (edited)

  DGAzr 46 views 3 comments 4 points Most recent by DGAzr January 19Feature Requests
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  Data not refreshing for Citi Bank

  Closed vipsclt 49 views 5 comments 0 points Most recent by Coach Kristina January 18Adding and Updating Accounts
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  Lost my accounts

  Closed EdCallahan 36 views 2 comments 0 points Most recent by SRC54 January 17Adding and Updating Accounts
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  Tip: How to get transactions faster for Fidelity Visa Credit Card provided by Elan Financial

  Closed danielkeisling 103 views 4 comments 1 point Most recent by SRC54 January 17Managing Your Transactions
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  Closed nrp06 225 views 16 comments 0 points Most recent by Coach Natalie January 16Troubleshooting
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  Where did the Acorns UTMA connection go?

  Closed Brett Garwood 6 views 1 comment 0 points Most recent by Coach Natalie January 15Adding and Updating Accounts
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  Spending Bubbles for other areas of the program, such as accounts and reports (edited)

  Active dagnabit2000 62 views 2 comments 8 points Most recent by Coach Natalie January 14Feature Requests
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  Automatic Car Value Tracking

  Completed Closed barryh 4.6K views 89 comments 17 points Most recent by odrocs January 13Feature Requests
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  Mr. Cooper mortgage account - set to manual and now payments show as income (edited)

  Closed Nancy Roberts 174 views 13 comments 0 points Most recent by Nancy Roberts January 12Troubleshooting
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  Citizens Bank HELOC Showing the line of credit amount as the balance (edited)

  Closed subiemat 84 views 13 comments 0 points Most recent by Coach Jon January 12Adding and Updating Accounts
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  Unable to add Movement Mortgage (FDP-155)

  Closed vipsclt 29 views 5 comments 1 point Most recent by Coach Natalie January 12Adding and Updating Accounts
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  Merged: Venmo is not connecting anymore

  Closed gern 21 views 0 comments 2 points Most recent by Coach Kristina January 10Adding and Updating Accounts
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  UAS Connect Account connecting but showing $0 balance

  Closed mscemcee 89 views 9 comments 0 points Most recent by Coach Jon January 9Adding and Updating Accounts
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  US Bank Credit Cards with Zero Balance

  Closed nrp06 20 views 1 comment 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
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  Loan Balance Now Shows Negative - Thanks For Fixing

  Closed MikeZ 32 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
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  Help connecting two sets of accounts with Fidelity (edited)

  Closed vmorgs 48 views 1 comment 0 points Most recent by Coach Jon January 6Adding and Updating Accounts