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    Re: Change the date and amount on both sides when editing a Recurring Linked Transfer Series Reminder

    This is not as simple as "change the date on both sides" (edited title) - everything about these transactions being linked should be updated on both sides - in this case, when you edit a reminder, i believe you can only change the date and the amount - in which case both the date and amount and the link itself should be consistent.

    EDIT:

    The updated title is much closer to accurate.

    RobWilkRobWilk

    Re: Not sure if bug: Making ONE SIDE of a RECURRING transfer transaction manual edited issues, maybe ok?

    They are both ONE REMINDER, with TWO SIDES. They aren't two reminders. It is ONE INSTANCE of a series.

    This is a bug. Or, perhaps, a design flaw.

    But it's fixable.

    I will create an idea post.

    RobWilkRobWilk

    Re: Add the ability to hide *ANY* account

    There was a separate idea, though, to let you reopen a closed account. That also has 60 votes :

    https://community.simplifimoney.com/discussion/2076/ability-to-reopen-closed-accounts-edited

    You may want to vote for that idea too, @DryHeat, as it would let you hide and unhide accounts via another metehod.

    RobWilkRobWilk

    Re: [RESOLVED] 3/20/25: Target Red Card - "You have already added all your accounts at this bank"

    RESOLVED 04/08/25

    This Alert has been marked as resolved and everyone should be able to add and update their accounts with Target Red Card as expected. If the issue is still occurring for anyone, please let us know by contacting our support team! https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

    Thank you!

    Coach JonCoach Jon

    Re: SEI Client Connect - Incorrect Holdings, Balance, Market Value, and no Investment Transactions

    @davidcwalls, we created an Alert for this issue that you can follow for updates moving forward:

    https://community.simplifimoney.com/discussion/12037/new-04-08-25-sei-client-connect-returning-a-0-balance-in-the-accounts-list

    I will post back here if our engineering team needs more info from you, or if they'd like you to test things once a fix has been implemented, but otherwise please go ahead and follow the Alert for updates and a resolution.

    Thanks!

    Coach NatalieCoach Natalie

    Web Release 4.53.0

    Hello everyone!

    Here are the issues and features we were able to tackle with the 4.53.0 Web Release, released April 2nd: 

    • FIXED: Mutual funds not updating in value.
    • FIXED: System allows extra Category levels, exceeding the limit of three.
    • FIXED: Unable to create an 'Uncategorized' Category Watchlist.
    • FIXED: Plaid/Finicity: Crash when unchecking all accounts and clicking the "Add" button during the Add Account flow.
    • FIXED: Phantom split transaction in Spending Plan.
    • FIXED: Discrepancy in Zillow account behavior after linking to a manual account.
    • FIXED: Scrolling issue on the Investments page.
    • FIXED: Incorrect Datagrid divider line color being used.
    • FIXED: Minor fixes for QBP.
    • FIXED: Various errors and crashes.

    To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.

    Thank you!

    Coach NatalieCoach Natalie

    Re: Osaic and Equipt

    Hi everyone, please click on the tiny vote button at the top of this thread.

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    JimY67JimY67

    Re: Not sure if bug: Making ONE SIDE of a RECURRING transfer transaction manual edited issues, maybe ok?

    Just tested it with Apple Card. I had one transfer from January, which had the Apple Card date of Jan 14 and the FUSB date of Jan 15, which is what Simplifi did and does represent the clearing dates of the transfer.

    Another one in Dec was the 5th for both. I changed the one for Apple Card (I do that sometimes to be on the same date, but I am inconsistent; I really prefer to keep the banks' transfer dates). I changed the Apple Card to the 4th, the date I did the transfer payment, and it changed the date on FUSB to the 4th as well (it cleared on the 5th). Updating Apple Wallet didn't change it back, which is the behavior you expect in Simplifi as it won't download them again normally.

    I am a big believer in letting the user do what he wants, so Simplifi usually accepts your edits and lets you keep it.

    SRC54SRC54

    Re: Not sure if bug: Making ONE SIDE of a RECURRING transfer transaction manual edited issues, maybe ok?

    I believe that is the way Simplifi works. Changing the date on one side won't change the date on the other side unless it is a manual account, and then it will. At least, that is the behavior I have found. I've often had different dates because, for example, Chase credits the payment one day and it comes out of my checking account the next day.

    However, just now going back and changing dates on some of my past transfers, I find it now changes on both sides. But that is way after the fact. I don't think I am remembering wrongly, so apparently when you edit it instead of accepting the downloaded date, things change.

    Also the Apple Wallet has a mind of its own. So all bets are off with it. 😀

    SRC54SRC54