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Sorting order for Subscription not by date!
Hi
The sort order for Subscriptions seems random. Income and Bills are sorted by date but the Subscriptions are not…Am I missing something?
I'm using a Mac on Chrome, all latest updates.
Re: Accounts not refreshing on Finicity (edited)
My accounts all just synced today! (I manually clicked the sync button)
I don't want to jinx it but Natalie, please extend my thanks to the development team if they have resolved the issue.
Ally Investments not showing full account value
Ever since April 23rd, when you sync from an Ally Investments account it's not showing the full account value, only the securities values, so if you have cash in the account (returned by dividends or just sitting in there) it does not pull this properly.
Discover Bank FDP-106 error (edited)
Hi,
I was connected to Discover Bank for 20+ days with no issues about three or four days ago the connection failed and I have been unsuccessful connecting after trying everything in the chat bot suggested. Is anyone else having trouble connecting to Discover Bank, any tips to reconnect?
sadly, this may be a dealbreaker as Discover is one of my main accounts😩
Re: Accounts not refreshing on Finicity (edited)
Hello everyone, thank you all for your patience as we've been working hard on this issue! Our engineering team has identified the root cause, and they are now hard at work on a fix. They didn't provide an ETA, but it is very much in the works and I'm wholeheartedly hoping we see it rolled out by week's-end.
We understand everyone's frustration and thoroughly apologize for the experience. For those of you who asked about a refund, please see our article here for more details on our refund process:
If you are outside of the 30-day refund period or have any further requests regarding a refund, you'll want to contact Chat or Phone Support directly.
I will keep everyone updated with any new info I learn as we work on the fix!
-Coach Natalie
Re: Reverse register for UFCU
@alex9723, thanks for reaching out to the Community!
We have a longstanding known issue with University FCU where users haven't been able to connect at all (see here) — to clarify, were you impacted by this known issue and were just able to recently connect, or is this your first time connecting to this bank in Quicken Simplifi? Also, you mentioned credit card charges; do you have other UFCU accounts in Quicken Simplifi that don't have a reverse register, or is the credit card account your only account with this bank?
Please let us know so we can best assist!
-Coach Natalie
Re: Ability to ignore 'pending' transactions from Reports (edited)
This is a duplicate of: [removed link to merged thread]
Re: Ability to ignore 'pending' transactions from Reports (edited)
@SRC54 Yes, and this is happening with my credit cards and investment transactions regularly. I guess it's bank specific, but I have to manually clear transactions every single day or deal with the delay. There are ways to manually fix each one, but the fact that I have to do it every day makes the app borderline unusable.
@RobWilk I understand that having pending transactions is useful. My suggestion here is to make it toggle-able so that one can choose either to include them or not, similar to the bank balance choice. I'm not suggesting doing away with them altogether.
Re: Contribution to Savings Goal Not Being Acknowledged, Any Ideas?
@DannyB, thanks for reaching out to the Community!
Though I'm not sure what could be causing this, I'm wondering if deleting and recreating the Savings Goal would resolve things for you. The only problems I can see with taking this route are: 1. You can't select two accounts that are already saved from when setting up the Goal, and 2. It's now a new month.
What do you think — do you want to give this a try? Let us know!
-Coach Natalie
Re: Contribution to Savings Goal Not Being Acknowledged, Any Ideas?
Don't know why I didn't think to delete and recreate this goal as the quickest attempt at a solution.
So, I deleted and recreate the goal and added the amount available in my Synchrony account to the "Saved so far" field. So far, so good.
- Adding funds from the second account is a problem since, as you point out, I can't select two accounts for already saved funds and contributions to the SG after creation come from my available cash in the current month and can't be added from a separate account once an SG is created.
- The new month isn't a problem since the "Saved so far" using the available balance in the HYS account which already includes what would have been last month's contribution.
I believe the solution will be to create a separate SG for the investment account funds and future deposits.