Accounts & Import

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

💵 Cash
$534.71
💳 Debt
$11,477.63
Net
-$10,942.92
✅

Sync health — balance vs. transactions

10 of 10 accounts reconcile.

  • TD EVERY DAY SAVINGS ACCOUNT (8129)✓ reconciles
  • TD STUDENT CHEQUING ACCOUNT (3319)✓ reconciles
  • TD REWARDS VISA* CARD (6760)✓ reconciles
  • TFSA (HJ9J)✓ reconciles
  • US TFSA (HJ9K)✓ reconciles
  • RBC ION+ Visa (5523)✓ reconciles
  • RBC Advantage Banking (3905)✓ reconciles
  • RBC High Interest eSavings (3913)✓ reconciles
  • Quebec Student Loan (-001)✓ reconciles
  • RBC Direct Investing (9576)✓ reconciles

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-sync
    TD Canada Trust · 460 transactions · last synced Sep 15, 2026 · balance 25h ago
    $0.00
  • 🏦
    TD STUDENT CHEQUING ACCOUNT (3319)SimpleFIN · auto-sync
    TD Canada Trust · 3477 transactions · last synced Sep 15, 2026 · balance 25h ago
    $219.90
  • 🏦
    TD REWARDS VISA* CARD (6760)SimpleFIN · auto-sync
    TD Canada Trust · 3162 transactions · last synced Sep 15, 2026 · balance 25h ago
    -$219.90
  • 🏦
    TFSA (HJ9J)SimpleFIN · auto-sync
    TD Canada Trust · 0 transactions · last synced Sep 15, 2026 · balance 25h ago
    $0.00
  • 🏦
    US TFSA (HJ9K)SimpleFIN · auto-sync
    TD Canada Trust · 0 transactions · last synced Sep 15, 2026 · balance 25h ago
    US$0.00
    ≈ CA$0.00
  • 🏦
    RBC ION+ Visa (5523)SimpleFIN · auto-sync
    Royal Bank of Canada · 789 transactions · last synced Sep 15, 2026 · balance 25h ago
    -$1,602.73
  • 🏦
    RBC Advantage Banking (3905)SimpleFIN · auto-sync
    Royal Bank of Canada · 221 transactions · last synced Sep 15, 2026 · balance 25h ago
    $304.37
  • 🏦
    RBC High Interest eSavings (3913)SimpleFIN · auto-sync
    Royal Bank of Canada · 0 transactions · last synced Sep 15, 2026 · balance 25h ago
    $0.00
  • 🏦
    Quebec Student Loan (-001)SimpleFIN · auto-sync
    Royal Bank of Canada · 0 transactions · last synced Sep 15, 2026 · balance 25h ago
    -$9,655.00
  • 🏦
    IBKR (live)IBKR · auto-sync
    Interactive Brokers ••1107 · 0 transactions · last synced Sep 15, 2026 · balance 5h ago
    US$7.50
    ≈ CA$10.44
  • 🏦
    RBC Direct Investing (9576)SimpleFIN · auto-sync
    Royal Bank of Canada · 0 transactions · last synced Sep 15, 2026 · balance 25h ago
    $0.00