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Missing Financial Institution: Inspira Financial (formerly PayFlex)
My employer's HSA savings and investment plans are administered through Inspira Financial (formerly ). Though other HSA accounts are available in Simplifi, none of them work for my provider. My accounts are accessed through:
https://auth0.mybenefits.inspirafinancial.com/login?
Please add this URL as a login option in Simplifi. As a note, Quicken Classic was able to find my login and add it.
jmille22
Indicate if upcoming bills are "Autopay" or "Manual"
The only work-around I've come up with for now is to rename each bill and add "A" in front of the ones that are autopay and "M" in front of the ones that are manual.
Providing an option to specify this when adding in the bill (and then displaying it somehow in the upcoming bills list) would be extremely helpful.
dsdxp
Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports
The longest range option in all of the reports is "Last Year", and you can only display by month. For year-over-year comparisons, it would be nice to have a range option to display all available data with the ability to display by year instead of by month. For example: income, spending, or net income by year for the last 5 years.
jsy42
[ONGOING] 04/30/25: Coinbase OAuth Migration Causing Incorrect Portfolio Display
After migrating to the new OAuth API connection for Coinbase, Quicken Simplifi users are reporting incorrect display of their cryptocurrency holdings in the Portfolio view. This includes incorrect market values and inaccurate balances. 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 notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-12965
Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)
I would like to request the option to see manually added transactions inside of the main activity transactions grid. Right now when you add a manual entry with a future date it moves that entry into the planned grid.
It would would also be nice to see those "pending" transaction reflected in either the overall balance of the account or another running total for pending or a running total column in the transaction grid.
Tickko
Include checking account balance in Spending Plan (3 Merged Votes)
Ability to rollover remaining checking account balance to the next month's Spending Plan would provide a true picture of Available funds for spending or saving.
HQ2
Ability to hover over a credit card account to see the statement balance and due date (edited)
Can you add a change to hoover over a credit card and see the statement balance and the due date.
Need a 'Select All' and 'Date Range' Filter (edited)
Currently, I have to manually expand all months to ensure that I am selecting all visible transactions before downloading a CSV. As the # of months grow that this product has been out, that could be a lot of scrolling and clicking. It would be nice to have a way of selecting "All" and of course more robust such as by date range and combination of tags and categories.
Drummon1
Re: Add support for Investor360
I, too, need to add Infestor360 and it is NOT an option. I’m extremely disappointed that this isn’t an option and am seriously considering other, more comprehensive software.