Accounts & Import

Auto-sync TD & RBC via SimpleFIN, or import an OFX/QFX file.

⚠️

Bank connection needs attention

  • TD Canada Trust — Connection to TD Canada Trust may need attention. Auth required
  • Royal Bank of Canada — Connection to Royal Bank of Canada may need attention. Auth required

Re-authenticate at SimpleFIN Bridge (click Adjust next to the bank), then press Sync all. Fresh transactions can take up to a day to appear.

💵 Cash
$680.95
💳 Debt
$12,893.72
Net
-$12,212.77
⚠️

Sync health — balance vs. transactions

5 accounts don’t reconcile — the balance change doesn’t match imported transactions.

  • TD EVERY DAY SAVINGS ACCOUNT (8129)✓ reconciles
  • TD MINIMUM CHEQUING ACCOUNT (3319)⚠ off by $238.87
  • TD Low Rate Visa* (6760)⚠ off by $3,088.52
  • TFSA (HJ9J)✓ reconciles
  • US TFSA (HJ9K)✓ reconciles
  • RBC ION+ Visa (5523)⚠ off by $55.99
  • RBC Advantage Banking (3905)⚠ off by $40.88
  • RBC High Interest eSavings (3913)✓ reconciles
  • Quebec Student Loan (-001)⚠ off by $2,583.00

Settling = a recent transaction whose balance and posted date crossed a sync boundary; it auto-clears. A persistent off by on settled data may mean a missed transaction — try Sync all.

  • 🏦
    TD EVERY DAY SAVINGS ACCOUNT (8129)SimpleFIN · auto-syncneeds re-auth
    TD Canada Trust · 25 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    $0.00
  • 🏦
    TD MINIMUM CHEQUING ACCOUNT (3319)SimpleFIN · auto-syncneeds re-auth
    TD Canada Trust · 110 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    $0.00
  • 🏦
    TD Low Rate Visa* (6760)SimpleFIN · auto-syncneeds re-auth
    TD Canada Trust · 95 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    -$1,535.22
  • 🏦
    TFSA (HJ9J)SimpleFIN · auto-syncneeds re-auth
    TD Canada Trust · 0 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    $0.00
  • 🏦
    US TFSA (HJ9K)SimpleFIN · auto-syncneeds re-auth
    TD Canada Trust · 0 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    US$0.00
    ≈ CA$0.00
  • 🏦
    RBC ION+ Visa (5523)SimpleFIN · auto-syncneeds re-auth
    Royal Bank of Canada · 166 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    -$1,703.50
  • 🏦
    RBC Advantage Banking (3905)SimpleFIN · auto-syncneeds re-auth
    Royal Bank of Canada · 64 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    $243.27
  • 🏦
    RBC High Interest eSavings (3913)SimpleFIN · auto-syncneeds re-auth
    Royal Bank of Canada · 0 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    $0.00
  • 🏦
    Quebec Student Loan (-001)SimpleFIN · auto-syncneeds re-auth
    Royal Bank of Canada · 0 transactions · last synced Aug 1, 2026 · ⚠ balance 2d ago
    -$9,655.00
  • 🏦
    IBKR (live)IBKR · auto-sync
    Interactive Brokers ••1107 · 0 transactions · last synced Aug 1, 2026 · balance 3h ago
    US$311.98
    ≈ CA$437.68