Best Of

Re: Strategy for importing transactions including transfers

The main thing to do is change them from uncategorized to Transfer. When you do that, if there is a matching transfer, Simplifi will usually find it and offer to link them. I know that is tedious, but that is what I've always had to do.

It they are the only "uncategorized" transactions, you should be able to do a search for them and bulk change them to a simple "transfer".

If they are transfers on both sides, even unlinked, your accounting will still be right.

SRC54

1

Re: If you could give your past self one financial tip...

Saving at small increments does pay off. No, this isn't a boomer telling you to give up your avocado toast and you'll magically have enough for a house. But, saving small amounts regularly will pay off in the long run. If you start working at 16-17 years old, start putting some money away immediately. If you can tolerate the risk, invest in the stock market, but if not, get CDs/HYSA bank account. Just keep putting small amounts in at regular intervals, and it will be meaningful when you need it years/decades later.

Also, there was a time when I declined my grandfather's offer of $$ to put into Apple when it had tanked (before Jobs came back). Didn't want him wasting his money on a 'dead end' company. Nostradamus I am not.

K413

1

Re: Ability to Reopen Closed Accounts (edited)

Allowing users to reopen closed accounts would help people who close the account prematurely and want to add more transactions.

Also, sometimes, I do close a savings account at my local bank because the interest rate is too low and then they come along and give me a new offer.

This feature should be considered.

SRC54

1

Re: Splits in Recurring & Other Splits Enhancements: Share your feedback here!

https://community.simplifimoney.com/discussion/comment/70687#Comment_70687

Is this a recurring payment or a regular split transaction? If the latter, please create a separate post so we can do some troubleshooting with you:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Otherwise, if this is regarding splits in recurring, I think our product team will need more details to get a clear picture of what you're seeing, since splitting across different dates/months is not currently supported. You can post those details here if the issue pertains to recurring reminders versus regular transactions!

Coach Natalie

1

Re: Onity Mortgage

Wow, just read Onity Mortgage (formerly PHH Mortgage) total servicing portfolio stands at $338 billion UPB, managing over 1.4 million consumers. 13th-largest U.S. mortgage servicer. I had no idea they were that big.

Adam14342

1

Re: Add support for Investor360

Same here. Lack of response is ridiculous. Posting in this forum as the only means of communication with them is also ridiculous. Will definitely not be renewing my subscription if this and OnePay support aren’t restored/added.

Tabbykat 403

1

Re: We want your feedback for credit card details!

Awesome feature!!! Already looking forward to see it implemented!

eecalo

1

Re: We want your feedback for credit card details!

This sounds fantastic for heavy credit card users. I'm not a candidate to help here since I make one or maybe two transactions per week and pay off the card the next day.

SRC54

1