Best Of
Re: Ability to remove tags during bulk edit
Please read this conversation before you delete tags tied to transactions. It can lead to other problems:
SRC54
Re: Add OneFinance/OnePay to Supported Banks (edited)
At the end of the day, all the excuses in the world don't change the fact that support levels for the Simplifi product are not what they should be. I personally would argue that the support is no better than it was when the Mint product was provided for free. It's why I left for another product and have no regrets.
Re: Allow users to classify an Investment Account as a non-investment account
Some of us also have long term investments in our Fidelity Cash Management Accounts but still use them like a regular checking account. The benefit is that uninvested cash gets automatically swept into a money market investment at the end of each day.
I think if the Simplify development team added the capability of making any investment transactions that were cash in or cash out act like they do in a checking account it might fix the problem. By that I mean the Recurring Transaction, Create Rule or Exclude From capability could be applied to these transactions like if they were in a Checking account. With this change I think the transactions would appear in the Spending functionality which is essential if budgeting is to be utilized with a CMA.
Re: Add OneFinance/OnePay to Supported Banks (edited)
I believe you're correct in that the Simplifi team on this forum doesn't manage the connections directly. They use an aggregation partner, which makes sense to do. However, the Simplifi team should at the very least have contacts at the aggregation partner with whom they can relay information to.
My ask for @Coach Natalie and/or @Coach Jon is that the information I provided be relayed to the appropriate team/aggregation partner. It's disheartening to spend time making good faith contributions toward resolution of an issue without any acknowledgement, especially considering the growing scope of this issue. A simple "we'll send that info along" would be sufficient and appropriate.
jondehen
Re: Simplifi web Exports from Transactions DO NOT INCLUDE SPLIT Categories
Hello @pwhelan81,
Thank you for letting us know you're encountering this issue. I tested in my Quicken Simplifi and saw the same thing when exporting from the Transactions section.
I tested exporting the Spending report, and that one did display the categories for split transactions. However, it does not include as much information as the export from the Transactions section, so I'm not certain that would be a viable work around.
To help us investigate the issue, please send logs. To do that, please follow these steps:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
Thank you!
Re: Spending Plan should include existing account balances
I think the spending plan presumes most spending is on 'credit cards' and they get paid with the monthly income once a month.
There is no tie-in between account balances and the spending plan. In my case, I have at least 3 "checking accounts" (one with a bank, 2 with credit unions). Which one would it use?
RobWilk
Re: Spending Plan should include existing account balances
I use the Cash Flow projection to make sure I have enough money in my checking account. It doesn't take spending plan into account but that's fine with me since those transactions are almost all made via credit card so the money doesn't come from my checking account until the next month anyways. For things that are paid from my checking account, I use bills / recurring bills whenever possible so that they'll show up in the cash flow projection for my checking account. I only use spending plan to check an overall "how am I doing this month" in terms of keeping my expenses under my income - which will affect my cash flow next month when those credit card bills are due.
I don't love the disconnect between cash flow and spending plan but I'm not sure I could come up with a good workable way to combine them. Like RobWilk said above, the spending plan would need to know which accounts to expect to spend it from (which can vary) and in addition, which dates should it expect the money to get spent? My spending plan is mostly for categories which have many transactions throughout the month.
EL1234
Re: Simplifi support for Apple FinanceKit?
Thanks. Initially, every time I tried it on my iPhone, I got through all almost all the steps, but then it just kicked me back to my All Accounts list. But, it finally worked. Thanks for the assistance.
Olyduck
Verizon Wireless
When connecting Verizon Wireless, I enter all my information correctly, but it is saying Activation is rejected by Biller.
Is there any support to why this is happening? I have Verizon Fios, and able to get that biller to connect just fine.
Thank you
lynchbro
Re: Unable to add Movement Mortgage
Hello @vipsclt,
Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. Have you ever been able to successfully connect this financial institution in your Quicken Simplifi? If not, do you see the FDP-155 error every time, or have you seen any other error messages/codes?
I look forward to your reply!