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How much time do you Simplifi weekly?

This is a topic I’m curious about. I’d love to poll the community. How much time do you spend weekly on managing your finances using Simplifi?

For me, I spend roughly 3-4 hours a week on Personal Finances and roughly 1.5 hours a week on our Business Finances with Simplifi QBP. These numbers continue to creep down as more and more things get automated or simplified by Simplifi. At present, I have roughly 25 accounts linked to Simplifi; over half are SAV accounts dedicated to specific topics (Car, B-Days, X-Mas, etc.).

Look forward to learning from you!

Flopbot

1

Re: Cetera and AdviceWorks

Bumping here as well. This account makes up a large majority of my retirement.

https://client.adviceworks.net/auth/login

begones

3

Re: Cetera and AdviceWorks

Please add AdviceWorks and/or NetXInvestor (Cetera) brokerage accounts to supported financial institutions.

https://client.adviceworks.net/auth/login

https://www.netxinvestor.com/nxi/welcome

jrw277

3

Re: Cetera and AdviceWorks

Same as above. This is a big piece of my portfolio and I would like to connect it in Simplifi.

barman008

3

Re: Can't obtain credit score

I tried disabling all anti-virus and -malware program, and I don't routinely use a VPN; I got the same result as before. (Incidentally, it would simplifi things if Simplifi would remember things like my home address so I wouldn't have to input them every time I tried something new.) Thanks.

ThisIsTiresome

1

Re: Create a Rule with AND condition instead or OR

@Coach Jon

Sure, I saw that @RobjWill718 asked for both an "OR" condition and a "Dollar Range" condition.

But my question was only about whether keywords are treated as "AND" or "OR" conditions:

Is it true that the key words in a rule (using "Contains") are treated as "OR" conditions? Does that mean that a rule will match a transaction if it contains ANY of the keywords?

As I noted above, I'm uncertain about this because while @RobjWill718 and I thought keywords were treated as "AND" conditions, @geekcred and the support article indicate that they are treated as "OR" conditions.

I'm just wanting to know which way it works so I can fashion my rules correctly. Can you help?

DryHeat

1

Re: The year is officially halfway over!

Splurge: 30-day trip to visit Australia, New Zealand and Tahiti.

Savings Goal: 2026 travel adventures.

DannyB

2

Re: Income & Expense Report: Share your feedback here!

Overall it's a nice update. I don't see the ability to "compare" in a graph format like Mint had. For example, spend YTD Vs. the same period last year in a graph with the ability to deep dive by category.

Willowbean

1