Best Of
Re: Ability to close out and archive or delete completed Savings Goals (edited)
Deleting Savings Goals is possible now, but has a problematic side effect.
Deleting the Savings Goal removes all reference to the goal (and wipes out the contributions to that goal) in previous months Spending Plans. This corrupts the Spending Plan and artificially increases the "Left this month" amount, as discussed in the thread linked below:
We need an "archive" or "hide" feature that doesn't have that problem.
DryHeat
Re: "Bank Balance" leads to omission of pending transactions from Cash Flow (edited)
EXPECTED OUTCOME: Under displayed balance type of "Bank Balance," the displayed account balance should stay unchanged, but the $5000 pending A2A or expense should appear as a "dot" in the Cash Flow that causes the projected balance to drop by $5000.
Projected Cash Flow will not show past transactions, even pending ones, no matter what Balance Type you select. It starts with your current balance and then shows the effect of future transaction reminders only.
The Projected Cash Flow graph will only give the correct projection if the starting balance for the Cash Flow — which is the balance shown in Simplifi — accounts for all pending transactions. If your bank balance counts the pending transactions, that's good. Otherwise, you have to change the Balance Type to "Balance with Pending" so that Simplifi will do the work of applying those pending transactions to your bank balance.
(EDIT: In your right-hand image you have done that and it seems to be working correctly.)
DryHeat
Re: Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh
OK, thanks for the response. Maybe I can test out this bank against a Simplifi alternative, like Rocket Money or Monarch Money, and compare the refresh behavior. Maybe this is in fact the best that can be done, or maybe there is still room for improvement. I'll report back when I've played with this some more.
Regardless, I still think it's useful to have this thread for anyone else experiencing this behavior, until maybe documentation can be maintained that details bank support and maximum MFA cache time.
Thanks,
Joseph
jskup
Re: Projected Spending Logic in Watchlists (edited)
Yep, I have two watchlists, and I only pay attention to the "Spent So Far" this month and "Spent this Year". But yes, the projections they show are ridiculous.
Many others on here, much more knowledgeable about this feature than I, have commented, and will probably chime in soon!
SRC54
Re: Investments: Add additional decimal points for fractional shares (edited)
Yes, it's strange to have such small amounts of shares, but agree that we ought to be able to add any amount. I added my vote. Thanks for pointing this out.
SRC54
Re: Investments: Add additional decimal points for fractional shares (edited)
Hello @jwphillips,
Thanks for reaching out! I went ahead and converted your post into an idea post, as I believe other users may be interested in voting for an idea like this. If you have any other ideas that are not already created, feel free to create an idea post yourself!
-Coach Jon
Re: Can I separate my Simplifi and Quicken into two different accounts?
Thank you! Great idea. I don't know why I didn't think of that.
turtle
Re: Can I separate my Simplifi and Quicken into two different accounts?
@turtle, I'd be happy to help answer this for you!
When it comes to Quicken Simplifi, it is true that the data is tied to the Quicken ID, which is the email address used to sign up. It is also true that you cannot export Quicken Simplifi data from one dataset into another under a different email.
However, with Quicken Classic, I do believe that you can save the file on your computer and then import that file into a different Quicken account. This may be a question better posed to the Quicken Classic Community, since Quicken Classic allows more export/import options for data files. Here is the link to their Community:
I hope this helps to clarify a bit!
Elevations Credit Union sync outage - to.100 error (edited)
I know this is a known issue:
But my Elevations connection hasn't updated for two weeks now, despite attempting the "Reconnect" process. While trying to reconnect, my balance did update in Simplifi, but not to an amount that my balance has actually been in the last month. Also, I know that Elevations did recently roll out updates to their online banking system, but I'm not sure if the dates coincide. Thank for looking into it.
(edited to include alert)
RFL281
Re: Elevations Credit Union sync outage - to.100 error (edited)
I'm experiencing this too. Just chiming in to add numbers to those affected.