Accounts

Discussion List

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  Manual Loan - How do I end it?

  Answered ✓ Closed toddschwartz11 13 views 1 comment 0 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Manual adding for Savings Goals

  Closed Sarahmaeb11 80 views 4 comments 1 point Most recent by Dick_Davis September 2025Using Savings Goals
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  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 2.6K views 60 comments 61 points Most recent by Coach Kristina September 2025Feature Requests
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  Some Pending Transactions are being doubled in account balance (edited)

  Closed N4KHQ 93 views 10 comments 0 points Most recent by DryHeat September 2025Adding and Updating Accounts
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  Fidelity Cash Management Accounts -- can only categorize as "Investments"?

  Answered ✓ Closed Vulpes 93 views 3 comments 0 points Most recent by SRC54 September 2025Adding and Updating Accounts
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  Statement Reconciliation Work Around

  Closed Dick_Davis 117 views 3 comments 1 point Most recent by Dick_Davis September 2025Share your Success!
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  Ability to Upload Documents to an Account, Such as Statements (edited)

  Active Dick_Davis 18 views 1 comment 4 points Most recent by Dick_Davis September 2025Feature Requests
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  Persistent 324 error with Fidelity (edited)

  Closed FBOL 1.2K views 84 comments 2 points Most recent by Coach Natalie September 2025Adding and Updating Accounts
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  Will deleting an account cause the transactions to be lost? (edited)

  Answered ✓ Closed neon45 46 views 3 comments 0 points Most recent by neon45 September 2025Managing Your Transactions
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  Account & Category Naming – One Approach

  Closed Dick_Davis 55 views 2 comments 3 points Most recent by Dick_Davis August 2025Share your Success!
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  Net worth report not matching All accounts net worth

  Closed EMAW_fan 106 views 7 comments 1 point Most recent by Coach Natalie August 2025Report a Bug for Quicken Business & Personal
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  Account Adding and Changing Manual to Online (edited)

  Closed Dick_Davis 37 views 2 comments 0 points Most recent by Dick_Davis August 2025Adding and Updating Accounts
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  Ascensus FDP-103 error (edited)

  Closed pwhitt 145 views 4 comments 0 points Most recent by npcheshire August 2025Adding and Updating Accounts
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  Back to Basics, please - investment accounts with multiple FIs can't connect [Edited]

  Closed PJLmoney 74 views 2 comments 1 point Most recent by PJLmoney August 2025Feedback
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  Merged: Can the Gemini Credit Card Link to Simplifi?

  Closed AdaminPhilly 1 view 0 comments 0 points Most recent by Coach Kristina August 2025Adding and Updating Accounts
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  Double 'Date' column, but no dates (edited)

  Closed DannyB 21 views 4 comments 0 points Most recent by SRC54 August 2025Report a Bug
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  PNC bank accounts don't update historical data

  Answered ✓ Closed pom 52 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

  Closed nmcmahon1215 113 views 15 comments 0 points Most recent by wrankin August 2025Adding and Updating Accounts
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  Merged: Unable to Connect Two Vanguard Accounts - Care Code 324 (Post-API Update)

  Closed Derrick R 11 views 0 comments 0 points Most recent by Derrick R August 2025Adding and Updating Accounts
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  I need Simplifi to understand that all the money in my "Cash and Checking" accounts is spendable

  Closed NatalieGS 31 views 2 comments 0 points Most recent by DannyB August 2025Troubleshooting
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  Changed manual asset to investment and now balance shows zero

  Closed trewbux 22 views 2 comments 0 points Most recent by trewbux August 2025Adding and Updating Accounts
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  Merged: Deleted Savings Goals still showing in accounts

  Closed System 1 view 0 comments 0 points Most recent by bobmablob August 2025Report a Bug
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  Restoration of Data deletion by mistake

  Closed Palavis 52 views 2 comments 0 points Most recent by Palavis August 2025Troubleshooting
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  Fidelity Sync and Add Errors

  Closed whyme 105 views 6 comments 0 points Most recent by whyme August 2025Adding and Updating Accounts
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  MrCooper Nationstar Mortgage - Constant MFA at Login

  Closed ChasingIt 18 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Change negative numbers in the Accounts List to a red font (edited)

  Cjared 12 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests
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  ROTH IRA accounts do not show as "RETIREMENT"

  Answered ✓ Closed pwhelan81 28 views 2 comments 0 points Most recent by Coach Natalie August 2025Adding and Updating Accounts
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  Optum financial does not show my investment balance (edited)

  Closed christiney 49 views 1 comment 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Unable to add Stash Invest account (edited)

  Closed KareS 168 views 8 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Please add an investment account type for Donor Advised Funds (DAF)

  Active RTK 21 views 2 comments 2 points Most recent by RTK August 2025Feature Requests