Best Of
Add an Assets/Liabilities Net Worth Chart (edited)
Would be nice to see assets and liabilities on the Net Worth report/graph, rather than just a single line.
Re: Barclays url change?
Hello @rjg5060 and @wilcox17554,
Thanks for the replies. The URL seen in the Add Account screen is typically referred to as the Homepage URL and is not necessarily the one we use to download transactions from a financial institution. The reason we ask for the information I requested previously is because in order to escalate an issue, we need to gather enough information and examples to determine what specifically is occuring. Once that information is provided, we can begin the escalation process.
I hope this makes more sense,
Coach Jon
Re: Bright Start Savings - for investors NOT advisors
WOW THIS IS CRAZY. Just came in from Mint but I guess I'm going to have to cancel and move on.
Net Worth Report: Add Daily Breakdown to the 3+ month views (edited)
For a 3+ month view, please show a more granular (eg daily) breakdown of the graph. Having only 3 data points for a 3 month view isn't super helpful. Something more like the attached would be much more insightful. Would be great to have this as a widget on the dashboard as well. Thank you!
Ability to dismiss the exclamation point in the Accounts List when an account has an error (edited)
Yes, I know I am OCD, but I just hate being reminded; once I know and dismiss it, it should go away at least for a day.
American Express gave me the FDP-105 today in both Quicken and Simplifi. I am sure it will work tomorrow, but it annoys me to be reminded every time I go to the app that it's not working.
Thanks.
Can you please add the MBNA.ca connector (edited)
Moving to you from Mint and cannot connect to MBNA Canada:
- I've auto-migrated all my Mint accounts to Simplifi OK (thanks for that!)
- but syncing MBNA does not work because you support only 2 US Banks issuing MBNA credit cards.
- MBNA business in Canada is owned by TD Bank here, but they have a separate site for us:
Thank you!
Net Worth Report Shortcut from Accounts List (edited)
Can we get a shortcut to the Net Worth Report from the current Net Worth displayed on the dashboard and account list in the Web App?
Add a separate Retirement bucket to the Account Types (edited)
Getting too cute with the specific type of retirement account (some kinds are still not even included). Why not just have a 'retirement' bucket someone can select instead of listing 10 different kinds that are shown together anyway?
Show Previous Month Totals on Watchlist tiles (edited)
I love the watchlist summary page (the one with all the tiles of each watchlist). But, I don't like that it can only show "this month". I want to be able to show any previous month in the watchlist summary page. (I understand that I can get past months' of each individual watchlist by clicking on the watchlist, but I would really like to see the summary of any previous month with all tiles at once).
Let me know if that makes sense.
Another user asked for the same thing on Dec 11:
"I would love to have prior month spending watchlists in the same summary format as current spending watchlist format. Unfortunately, i can only see a rounded total of expense for prior months in each watchlist and the individual transactions. Would be great to at least have the prior month's spending not be a rounded total and show to the penny instead."
Ability to edit the Notes field inline in Reports, Watchlists, and the Spending Plan (edited)
Currently, notes for transactions can only be edited inline from the transaction list. When the notes field appears on the reports area, inline editing of notes is not allowed. Instead, the transaction opens for the user to edit the notes.
I request for notes to be editable inline in the reports view/area.
@Max1223 vote for this as I saw you asking about it elsewhere.