Accounts

Discussion List

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  Merged: Improve the readability of the Account List

  maggs813 1 view 0 comments 2 points Started by maggs813 April 26 Feature Requests
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  How to best caption spending patterns/habits for jointly held accounts and individual ones

  Answered ✓ Closed Skisox9 82 views 1 comment 0 points Most recent by Coach Jon April 25Getting Started
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  Fails to connect to cfnc.org - North Carolina 529 accounts

  Closed capitalheel 107 views 1 comment 0 points Most recent by Coach Jon April 24Adding and Updating Accounts
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  Ubs online services has wrong login address

  Closed krusty0001 99 views 7 comments 1 point Most recent by krusty0001 April 23Adding and Updating Accounts
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  Several accounts do not seem to respond to the refresh button

  Closed Neubadger 134 views 9 comments 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
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  Unable to add "Employee Retirement Plan - Cash Balance" Vanguard account (edited)

  Closed Neubadger 101 views 5 comments 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
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  Account connect issue

  Closed ChrisOcean 60 views 1 comment 0 points Most recent by Coach Jon April 19Adding and Updating Accounts
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  Benefits Consulting Group Retirement Accounts

  Active atxtonyc 14 views 1 comment 1 point Most recent by Coach Jon April 19Report Missing Financial Institution
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  Connecting a Schwab 529 Account

  Closed esender 107 views 5 comments 0 points Most recent by Coach Jon April 18Adding and Updating Accounts
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  Not able to sync my Chase accounts (edited)

  Closed PAW 39 views 1 comment 0 points Most recent by Coach Jon April 18Troubleshooting
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  Account balance calculation

  Closed bmacd615 16 views 1 comment 0 points Most recent by Coach Jon April 16Troubleshooting
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  Want to start using the program again

  Closed Fireboss 37 views 2 comments 0 points Most recent by Coach Jon April 16Troubleshooting
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  Wife died, need simple method of budgeting moving forward.

  Closed LarryG 53 views 1 comment 1 point Most recent by Coach Jon April 15Introduce yourself!
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  SoFi Vault transactions shown under wrong account

  Closed simpli_struggle 91 views 3 comments 0 points Most recent by Coach Jon April 15Managing Your Transactions
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  Convert downloaded transactions to manual transactions when making an account manual (edited)

  Active muel87 58 views 2 comments 0 points Most recent by muel87 April 15Feature Requests
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  How do I specify a balance for manual account? There is no field to enter the balance.

  Answered ✓ Closed Kark 166 views 5 comments 0 points Most recent by Kark April 14Adding and Updating Accounts
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  Toggle Option to Hide Active Accounts from Sidebar

  Closed TX_Hefe 34 views 1 comment 0 points Most recent by Coach Kristina April 14Feedback
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  National Bank Independent Network is missing

  Active Newtvfanatic 41 views 2 comments 1 point Most recent by Newtvfanatic April 14Report Missing Financial Institution
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  Option to Add a Manual Account is Missing on Windows 11 Laptop (edited)

  Closed Flopbot 36 views 4 comments 0 points Most recent by Coach Jon April 12Report a Bug
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  sort Account subtypes in Banking

  Answered ✓ Closed username3 48 views 2 comments 0 points Most recent by username3 April 12Feedback
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  Adding a new account type

  Answered ✓ Closed strngr12 39 views 1 comment 0 points Most recent by UrsulaA April 11Getting Started
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  Incorrect balance after converting Kohls account to manual

  Closed System 31 views 5 comments 0 points Most recent by EL1234 April 10Troubleshooting
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  Ability to manage and track transactions and details on Loan Accounts [edited] (1 Merged Vote)

  Active djzimmer 1.2K views 11 comments 29 points Most recent by Candice318 April 9Feature Requests
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  Missing Banking Institution - AllSouth Federal Credit Union (edited)

  Closed Kacey Walsh 37 views 1 comment 1 point Most recent by Coach Jon April 8Adding and Updating Accounts
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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 199 views 16 comments 0 points Most recent by Coach Natalie April 8Adding and Updating Accounts
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  Why does my manual real estate account have a 0 balance?

  Closed willjames 33 views 4 comments 0 points Most recent by willjames April 8Adding and Updating Accounts
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  Hiding Chase accounts

  Answered ✓ Closed kac00 302 views 3 comments 0 points Most recent by Coach Kristina April 7Adding and Updating Accounts
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  Add sparklines for accounts and investment holdings

  Active jsy42 22 views 4 comments 1 point Most recent by jsy42 April 6Feature Requests
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  Macy's card not showing balance

  Closed mthoman1 96 views 3 comments 0 points Most recent by Coach Jon April 5Adding and Updating Accounts
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  Does Simplifi Support Brokerage and Investment Accounts from Citibank

  Answered ✓ Closed Mike T 138 views 5 comments 0 points Most recent by Mike T April 5Adding and Updating Accounts