Skip to content
  • Register

    • Best Of

    Osaic and Equipt

    Osaic. I am trying to connect my Simplify account to Osaic. The log-in URL is "https://app.osaic.com/equipt/" I do see other institutions with "osaic" called out in the account search, but not the one associated with equipt.

    Can you enable this connection?

    jimsugjimsug

    Recycle Bin for Deleted Transactions (edited)

    It would be great if transactions we delete went into a Recycle Bin. Not only would this be beneficial for the standard reason of a straight up mistake. But sometimes the app merges transactions that are not related and even though there is an indicator, its easy to miss. There is currently no way to review what was merged so on deletion, some unknown transaction gets deleted with the intended target.

    The Recycle Bin transactions would be permanently deleted after X days of course.

    coltranecoltrane

    Re: Manual Accounts not updating correctly

    I may be wrong, as i don't use manual accounts much (until recently, I have one now), but I believe bills and income will -not- automatically create transactions for you, they will only affect the cash flow forecast into the future.

    My manual account has an accurate balance factoring in 2-3 transactions this past month.

    As per the manual account balances otherwise not updating, someone else may have to answer that.

    -Rob

    RobWilkRobWilk

    Re: How do I categorize a positive transfer as income?

    Have you tried categorizing it with one of your income categories instead of a transfer category?

    DryHeatDryHeat

    QBP: Ability to create a default Invoice 'Message' for each Client (edited)

    Ideally, you could setup invoice templates for each client, and this would include the default "Message" section when sending the invoice so you can personalize it to each client.

    image.png
    AmnesiacAmnesiac

    QBP: Create Separate Spending Plans for Each Business

    I suggest that QBP provide separate Spending Plans for each defined business (and of course for Personal), selectable by choosing the business from a dropdown. I plan my business spending separately from my personal spending. If I didn't, I wouldn't really need QBP.

    Each spending plan would be built on all (and only) those transactions that are recorded in an account whose "Account Purpose" is the same business as the Spending Plan. In other respects it would function the same as the default Personal Spending Plan.

    I think that to make this function correctly, Savings Goals would have to be designated as "Personal" or "XYZ Business" and only allowed to save in Personal or XYZ Business accounts as appropriate. Perhaps other changes might be necessary, but I don't have time to figure all that out.

    There may be some reason why separate Spending Plans for businesses are a bad idea. If so, maybe someone could explain why.

    Background:

    From my initial experiments, it appears that income deposited in a business account and categorized as a kind of business income does not appear in the Spending Plan at all.

    The same is true for business expenses paid from a business account and categorized as a type of business expense.

    Oddly, a Savings Goal set up as having an initial "Amount Saved" in one of the business accounts does show up in Spending Plan.

    It is possible that there is some switch that can be set to make these transactions show up, but if so I have not found it.

    DryHeatDryHeat

    Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

    I don't seem to be able to setup a split on my recurring insurance payments. These are monthly transactions that include auto, home, RV and umbrella policies on a single payment to my insurance company. Am I missing something?

    SimplifiBetaSimplifiBeta

    Projected Cash Flow: One line that represents all selected accounts (edited)

    Coming from Pocketsmith, the cash flow graph is essential for me. I would love it if the graph were customizable. What I am looking for is the ability to group accounts into 1 or more lines for forecasting, not just each individual lines. I use my rewards credit cards to pay for most items then fully pay off my credit cards with my checking account later in the month. I would like to combine those accounts (cards + checking) into 1 forecast to see the bigger picture. 

    Wayne1500Wayne1500

    Collapse all previous months by default when viewing transactions on the Web App (edited)

    I am brand new to Simplifi, 3 days old. On the account transaction page, I noticed it has all previous months expanded which seems to clutter the view. It would be nice for your selection to stick or default to collapsed for all past months.

    pawebbpawebb