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Re: TIAA Reporting Connection Issues

No success for me either, multiple attempts using the plaid option.

Re: TIAA Reporting Connection Issues

found it, no luck. Tried a handful of times

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Re: Investment Transaction Activity – How to Handle Employer Matching (edited)

If your employer matching is added to the retirement ccount periodically and the account is connected to Simplifi, I would just do it as a Payment/Deposit and mark it as a simple transfer. This way it won't count in your Spending Plan, and it is not taxable anyhow until you withdraw it after retiring.

SRC54SRC54

Re: Why doesn't Simplifi re-authenticate my credit card account?

Success!! Thank you. That worked like a charm making the account manual then relinking it. Now I understand the "superuser" label you carry. 😉

Re: Add a reconcile feature [edited] (1 Merged Vote)

Every time I consider converting from Classic to Simplifi, I note that reconciliation STILL does not exist. This is a philosophical thing as much as a technical thing, and I reject the Simplifi philosophy. It's my money, my record keeping, no I will not just trust that the transactions listed and the balances reported are accurate. If I just trusted, I would not need or want any Quicken product. Your company exists for those of us who want to VERIFY. Reconciliation is the verification process. It's the periodic (monthly) double check between me and the account provider that we agree on what happened.

It's also my tool for making sure the categorization is right. Reconciliation lets me verify that I haven't inadvertently deleted some transaction from the past, or moved something around which would break my historical reports.

Use AI/OCR to make reconciliation "stupid simple" - do THAT. Use the link to my account provider to automatically ingest their monthly statement, let me click to see and review the reconciliation report, agree that everything is fine, then, that account is marked reconciled as of that date. Easy, using computers for what they are best at but not removing ME from the equation by implying that I should just lie back and trust it.

ADD RECONCILIATION. Please.

Re: Add a reconcile feature [edited] (1 Merged Vote)

please create an account reconciliation. Basic part of accounting and managing your money.

jaburojaburo

Re: Support multiple currencies

I just switched, after 30+ years, from Quicken Classic to Quicken Simplifi. Still in trial, but looking good, though adjustments required. One key adjustment is managing foreign accounts. QC does this very easily, but QS does not even have a basic feature. Until this is done, is there a work around?

  • is there a way to do a negative amount in an investment?
  • can a single investment account be used to aggregate the adjustment (ex: done manually monthly or quarterly )?

I currently use a Liability account as a negative to balance Net Worth, but this is very limited and does not reflect proper values in Investments or Retirement.

The enhancement request is management of foreign exchange, ideally automated, or at least manual. Until this is done, which I hope sooner than later, a proper workaround would be appreciated by the Quicken team.

Thank you for the consideration.

EVHEVH

Re: Support multiple currencies

This feature would make the app so great. Numbers are misleading otherwise. 😕

ax8lax8l

Re: Venmo transaction - Simplifi creates extra transaction???

Thanks, @RobWilk

Well, it ended up that the "Pending" transaction disappeared, leaving only the transfer from my checking to Venmo - and that makes sense since that's really all that Simplifi would I know about. Of course, it's not really a transfer, it's a payment, so I changed the category and now it's the way I want it. So the problem is solved.

DavidBDavidB

Re: TIAA Reporting Connection Issues

I’ve also unsuccessfully tried more than a dozen times over the past few days, at different times throughout the day. I’m not sure where the 50% success rate figure is coming from, but that doesn’t seem to match the user experience. This continues to be frustrating and at this point I would not recommend this application to other users.

What additional steps is Simplifi taking to improve the reliability of the TIAA integration (even 50% is unacceptable for a financial tool)?