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I budget a month ahead, so any income I get from paychecks in "this month" goes to "next months" income. I can't find any way to do this in Simplifi. If I change the transaction dates for the deposits, they double up expected income for the next month. Am I missing something and this is possible? If not, I would love it if…
Hi, Can you please provide an update on Merril Lynch accounts not working. See error below. It's been almost 2 months, with no ETA and no updates. CTP-11055
I have been unable to connect Ascensus plans for months. I saw a post opened in January that was closed with no resolution. This is the same result any time day or night on weekdays or weekends, so clearly this has nothing to do with "market hours." What's the story?
I started a discussion, albeit a bit prematurely, in the ticket linked below. It turns out that Prudential switched from NFS (myStreetscape) to LPL as their backend FI for brokerages, IRAs, etc. (Not to emaplan as I originally thought) As such, I should be able to set up an account using the LPL provider in Simplifi and…
Hello, I'm trying to add my account with New American Funding, but when I try to connect, I get an error 11000 (which I suspect is a timeout issue). The Simplifi add-account process does ask for MFA and accepts the 6-digit code, but then times out when trying to make the connection. Any solutions for this error?
the ability to have dates default to what you want. Currently it defaults to 6 months. It would be nice if I could pick the date it defaults to so I don’t have to constantly change it
I added my TIAA account to Quicken Simplifi but only the brokerage account is added. My 403b and 401a accounts are not accessible. Has anyone seen this issue? Is there a fix?
I am resubmitting this ticket as it was closed with no resolution. Maybe someone can explain why the ticket gets closed with no resolution? Previous discussion here: https://community.simplifimoney.com/discussion/comment/41912#Comment_41912?utm_source=community-search&utm_medium=organic-search&utm_term=sccu It looks like…
With the new "Manage Updates" option where users can set the interval that they'd like each bank to be updated, we want to hear from our users! Please let us know of any issues you encounter, questions you have, or suggestions for changes to this new feature, by commenting below. Related announcement: Thank you!
I think it would be helpful if the transactions list had a little icon next to manual transactions. Currently the only way to know if a transaction was downloaded from the bank or not is to open the transaction and check for the "Appears on your [BANK NAME] statement as" banner at the top.
The below idea was closed with a note that it doesn't "stick" — Is that still a priority, because it should be? Or was it forgotten? -Rob
HSA Bank (hsabank.com) recently updated their investment feature to include an "HSA Invest" account and is requiring all new investment deposits to be allocated to this account. This account is not showing up as available to select when I connect to the bank. The previous investment account option (through Schwab) is…
Allow users to add mileage as a transaction. Either add total mileage and, based on year, use IRS rate as an expense or allow enter start and end as address. Add Notes Add to client/project for tracking/billing.
We are currently seeing an issue with Cenlar and Cenlar FSB returning a 102 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with Betterment returning a 103 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be automatically…
We are currently seeing an issue with California Coast Credit Union returning a 106 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to…
As of the 4.39.0 Web Release, Quicken Simplifi Web App users will see the ability to schedule account updates! This will allow users to set the interval that they'd like each bank to be updated, or to turn off updates altogether. The expected release of this feature on the Quicken Simplifi Mobile App is at the beginning of…
Dear Quicken Simplifi User, It’s time for my bi-annual update. I’m happy to report that we had a solid year, seeing record customer satisfaction and user growth. Thank you for trusting us to be an integral part of your financial life. We take this responsibility seriously and hope you see that come through in the products…
We are currently seeing an issue with AllyBank returning an FDP-103 error for Loan Accounts in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to…
Hello everyone! Here are the issues and features we were able to tackle with the 4.38.0 and 4.38.1 Web Releases, released December 11th & 12th: FIXED: A darker line appears under the Search field in Transactions. FIXED: Clicking on the transaction dots in the Bills & Payments > Cash Flow tab does not scroll to the…
Now that the holiday season is in full swing, it brings to mind holiday traditions. In my family, my Dad has always been very Bah Humbug right up until 24 December. As a result, we don't do any decorating for the holidays until Christmas Eve. The decorating itself is an event; the whole family participates in putting up &…
If you want to post a to the community, just click the “New Post” button on the Homepage or on top of each thread page. Here, you may see a few options in the dropdown: Ask a Question: if you just have a question about how to do something in Simplifi, select this option. You'll be notified via email if someone has answered…
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