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Help! I was entering a transaction and somehow changed the Category for all existing transactions for a Payee. I haven't found a way to undo this change. I tried stopping the process of the app in my Task Manager, but that did not work. Is there any way to undo the change that I made or restore from a backup of my last…
I originally reported this issue on 6/1 along with others but noticed coach Natalie reported it as resolved today. It looks like the resolution is to open each investment transaction and hide from spending plan. I have about 48 investment transactions in June alone so is the expectation that I have to open each of the 48…
Greetings, I'm a long-term user of Quicken Desktop and brand new to Quicken Simplifi. When splitting transactions, please add a built-in calculator like in Quicken Desktop. For example, I have two separate categories; one for "Groceries" and one for "Milk"...we buy a lot of milk! When entering a receipt with 4 gallons of…
As a follow up to the recent known issues announcement please note the following: - income also has investment transactions - current, past and future spending plans are affected - the Spending Plan in the mobile app & web version are really not usable with this 4.2 release Is there a resolution timeframe?
Hello All, Here are the issues and features we were able to tackle with the 4.3.0 Mobile Release: FIXED: Y-Axis on the IRR chart in the Investments > Performance tab is truncated.FIXED: Performance issue when adding a manual holding or cash from the Investments > Balance tab.FIXED: Missing the +/- for the amount field of…
I have a lot of categories and would like to have a print out, both to make changes to it and to review it while categorizing transactions.
My subscription expires tomorrow, please remove all of my data from Simplifi, Thanks
Is Pennsylvania's 529 (PA 529) Invest Plan supported? It was found when I tried to add an account, but when Simplifi asked for an aggregator uid and password neither the login for pa529.com or the brokerage (they use Vanguard) worked. Which is the correct one to use and why do neither one work? I get the below message, and…
Bank: Wells Fargo OS: Android 13 Device: Samsung Galaxy ZTab S7+ Browser: Chrome I've noticed that Simplifi is not adding credit card transaction to the register when I sync with my bank, since the first of June. The odd thing is, my Spending Plan Available and total Banking section amount is updating correctly (taking…
Insights defaults to Income By Month every time I go there, but that is almost never what I want to see first. I'd like to be able to select Spending By Category, and a time frame, and have that same setting retained each time I come back to Insights.
This discussion has been merged.
Hello Simplifi team, For the past several months I have noticed a reoccurring issue where a transaction shows up in cleared but also stays in pending. Often the transaction listed in pending is several days/weeks old and I see the actual transaction in the "non pending" listing below for the correct date. I have now had to…
It's great that we can now share access to our account say with a spouse or financial advisor but I would like to be able to control the level of access. At its simplest level view only vs full access. Further by function - so add or delete accounts, modify spending plans, viewing by accounts, ability to edit transactions…
I have two Robinhood accounts, one for investments and one is a spending account. The spending account is not appearing as an option when I add Robinhood. I use this card fairly regularly so if there would be a way to track that would be lovely.
I have a typical budget with typical categories. Nothing weird, and we're a typical family. When I go to my 'Spending Plan', I see pretty much all of my spending categories. However, I don't see the logic behind putting them individually into those honkin huge white rectangles??? I counted, and I have to scroll for five…
When will Simplifi support accounts in non-US currencies?
We are currently seeing an issue with being unable to add PayPal Credit Card Accounts in Simplifi. We are working to resolve this as quickly as possible, however, there is currently no ETA on when a resolution can be expected. If you would like to be automatically notified of any updates regarding this issue, please…
We are seeing an issue with missing transactions for Global Federal Credit Union in Simplifi. We are working to resolve this as quickly as possible, however, there is currently no ETA on when a resolution can be expected. If you would like to be automatically notified of any updates regarding this issue, please "bookmark"…
As of June 1st, everyone should see a new bucket in the Spending Plan under the 'Income after bills and saving' section. The new bucket is called "Transfers & Credit Card Payments" on the Simplifi Web App, but you will just see "Transfers" on the Mobile App at this time. With this new bucket, you can now choose to ignore…
We are looking to celebrate our stellar customers and their Simplifi experience. All you have to do is fill out this quick questionnaire and you will be entered into a drawing to win “simpli” amazing Simplifi Swag. Also, your submission will have the opportunity to be featured as a testimonial on our marketing platforms*.…
As our Team works hard to continue growing and improving the Spending Plan, we'd like your feedback! * How would you use rollover abilities in the Spending Plan? * How would having rollover abilities benefit you? * What other features/abilities would you like to see added to the Spending Plan? Please be as specific as…
In addition to the Alert sections that are available here in the Community (Known Product Issues and Current Online Banking Issues), we also have a list of Known Issues available in a Support Article that outlines additional online banking problems. The list includes banks that are blocking us, banks that are not…
Attention, Simplifi Beta testers, and new users as well! We need your feedback to make Simplifi a tool that does what you want it to do! Please take a moment to answer these questions to help us learn what you’re looking for: * What first attracted you to Simplifi, and what did you like about it? (Note: Please report Bugs…
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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