Accounts

Discussion List

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  Edward Jones will not connect! FDP-106 Error

  Closed Clark 197 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 32 views 4 comments 0 points Most recent by willjames April 8Adding and Updating Accounts
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  Hiding Chase accounts

  Answered ✓ Closed kac00 255 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 75 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 118 views 5 comments 0 points Most recent by Mike T April 5Adding and Updating Accounts
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  Merged: Make it easier to update real estate values or add connection to zillow or realtor.com for …

  mw7b 1 view 0 comments 1 point Started by mw7b April 3 Feature Requests
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  Merged: Connect auto values to KBB like mint did

  mw7b 1 view 0 comments 1 point Started by mw7b April 3 Feature Requests
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  More hiding options

  Closed amhopi 74 views 1 comment 1 point Most recent by Coach Natalie April 3Feedback
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  Multiple sign-ins for the same institution

  Closed ajotte 133 views 3 comments 1 point Most recent by Coach Jon April 2Adding and Updating Accounts
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  Ability to merge two accounts into one (edited)

  Active ajotte 33 views 0 comments 2 points Started by ajotte April 2 Feature Requests
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  Many usability and UI issues. Here are a couple:

  Closed dgfin 34 views 4 comments 1 point Most recent by RockLee April 1Feedback
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  TD Bank Credit Card Bank Balance Incorrect

  Closed Username254 95 views 3 comments 0 points Most recent by Coach Jon April 1Adding and Updating Accounts
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  What's the best account type for Cash Management Acct?

  Answered ✓ Closed HudsonGuy 32 views 2 comments 0 points Most recent by HudsonGuy April 1Adding and Updating Accounts
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  The bank balance doesn't change when I input a manual transaction in different timezones

  Closed Morey Chang 73 views 5 comments 0 points Most recent by Morey Chang March 30Adding and Updating Accounts
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  Allow closed accounts to still update with the bank (edited)

  Active defiantsnack000 41 views 1 comment 1 point Most recent by SusieQ March 29Feature Requests
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  Balance with pending is incorrect

  Closed bintalbalad 39 views 1 comment 0 points Most recent by Coach Jon March 29Troubleshooting
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  Vehicle Asset, Loan, and payments

  Closed gskluzacek 579 views 14 comments 0 points Most recent by Coach Natalie March 29Adding and Updating Accounts
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  Can Simplifi automated the Home asset and Auto asset value?

  Closed Stella 48 views 2 comments 0 points Most recent by Alex C March 28Feedback
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  Home equity line of credit showing as asset

  Closed Surferdude 90 views 7 comments 0 points Most recent by Coach Natalie March 28Adding and Updating Accounts
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  Merged: Baselane Bank

  Brendan 1 view 0 comments 1 point Started by Brendan March 26 Report Missing Financial Institution
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  TD Canada Trust and missing RESP accounts (edited)

  Closed jahman 88 views 3 comments 0 points Most recent by Coach Kristina March 26Adding and Updating Accounts
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  First Tech Credit Union - last 4 of account number is shown as account balance.

  Closed Secure_User 27 views 1 comment 0 points Most recent by Coach Jon March 26Adding and Updating Accounts
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  Merged: Display CD Account Rates and Maturity Date

  Kedarnath 1 view 0 comments 1 point Started by Kedarnath March 25 Feature Requests
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  Project CD Balances

  Active BradleyBenSmith 63 views 1 comment 2 points Most recent by Kedarnath March 25Feature Requests
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  Ability to exclude whole accounts

  Closed Lessthan 39 views 2 comments 1 point Most recent by Coach Kristina March 24Using the Spending Plan
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  Assistance Needed with Simplifi: Viewing Credit Card Statement Balances

  Closed MM123 65 views 1 comment 0 points Most recent by UrsulaA March 23Bills and Income
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  Web App Accounts List: Don't shift the numbers left when the scrollbar is presented (edited)

  Active micky 36 views 0 comments 1 point Started by micky March 22 Feature Requests
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  How to make a recurrent payment to substract from opening balance

  Closed MikeG 65 views 1 comment 0 points Most recent by DannyB March 21Adding and Updating Accounts