Best Of
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
Hello folks,
I don't have all the history on why this request has languished, but I did want to say here that we ARE working on splits for series.
It is a decent sized effort that we will work on phases.
Up first - we will let you add split lines to your Series. We intend for this to help you with your Bills/Subscriptions that you want to split. It will also be available on Income series too but won't be optimized yet for detailed setup and tracking of Paychecks.
We know that we have additional phases to 1. allow excludes and notes for split lines, 2. help with setting up paychecks with many deductions and deposits to multiple accounts, 3. automatically split loan payments, and 4. surely there's even more to do after that.
I am happy to have anyone be in touch with me here or in DM and will keep this thread updated with our progress.
We will have questions as we proceed, so also be in touch if you're interested to see early versions/help us with research.
Re: Missing MySynchrony login for credit cards (edited)
Can we add support for Synchrony credit accounts at this URL
https://consumercenter.mysynchrony.com/consumercenter/login/
You are redirected here when going to synchrony.com and selecting LOGIN —> CREDIT CARDS
QinSD
Re: Cannot sync Venmo FDP-102
I am 100% thinking I'm going to be trying something other than QS when my subscription is up. This is my first time trying QS and so far it's not sitting well with me. There has been at least three accounts for me with sync issues which is including this particular thread issue since day one with QS. With these experiences and.how long it takes to get issues like syncing accounts resolved with QS, why would anyone stick around with QS? The whole point of this service and software is so that we can daily see and make updates to our accounts accordingly. No amount of time doing it manually, as your workarounds, is beneficial to anyone and defeats the purpose of why we signed up for the service!
QS if you're listening you need to get on top of this and make these turnarounds way faster than you're currently doing because this is not acceptable.
Re: [UPDATED] 1/26/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
UPDATE 1/23/26
The team has identified the root cause of this issue and has put a fix in place. This fix will be rolled out to users over the next two days, which should correct all user accounts to the correct balance by Sunday. 1/23/26.
We are also working on a correction for the balance history, which we estimate will be available next week; this will prevent any inaccurate dips when you review your balance history.
You won't need to take any action to fix your accounts, as all of these updates will be processed on our servers.
We again thank you for your patience while we work to correct this issue.
Ability to color code/filter Bills, Income, Subscriptions, and Transfers in the Spending Plan
I want to be able to color code and filter income/bills/subscriptions/transfers in my spending plan. It would be immensely helpful if I could filter my spending plan to show just my wife's income/bills vs. mine vs. joint. Having the panel on the left change accordingly would be immensely helpful. As it stands now, I don't know if the "left this month" total is mine, my wife's, or our joint accounts.
[edited title]
Use green font for positive amounts in the Bills section of the Spending Plan (edited)
Simplifi should use a green font for positive amounts in the list of Bills in Spending Plan to make them stand out for easier recognition.
The "green for positive amounts" convention is something that Simplifi users are used to seeing in other parts of the program. For example, positive amounts are rendered in green in:
- all Transaction Activity lists
- Spending Plan | Income
- Spending Plan | Planned Spend transaction lists
- Spending Plan | Other Spend
BUT… for some reason…
- In Spending Plan | Bills positive amounts are black.
Why is this needed in Bills? Aren't they all negative?
No … Simplifi lumps Transfers in with the Bills section, so for example money transfered from a retirement account to a checking account (which most of us retirees think of as Income for Spending Plan purposes) shows up as a positive amount in the Bills section.
Note: I'd like to move Transfers out of the Bills section (see below), but in the meantime just using a green font for any positive "Bill" amounts would help a lot.
DryHeat
QBP: Zelle payments should not automatically be transfers (edited)
I saw that this topic has been discussed for years in the forum section, but I was not able to find this as a suggested idea in the feedback section, so I add it now. This situation prevents us from writing rules for Zelle transactions.
Thanks for listening.
Eric D
Add Percentages to Reports [edited] (1 Merged Vote)
When looking at the Spending report, i think it would be good to see a percentage that category is taking up in the pie chart. following some budgeting rules, i like to generally say around 15% of my monthly income spend on food/groceries...i want to make sure im saving 15% of my income ....etc
Thanks!
brianc
Re: Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited)
I have the same issue. I use manual accounts to track my mortgage and my home value, and as of this morning each of them had a new transaction that I did not create. After deleting that transaction, balances are still off by a factor of two.
br34d
Re: [ONGOING] 12/29/25: Empower Retirement returns an FDP-6000 error
ONGOING 1/12/26
This Alert is still listed as ongoing, and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
