Best Of

Re: Reviewed flag for pending transactions gets reset to not reviewed after posted

I just noticed in my cleared transactions this morning that the Reviewed flag is persisting after the transaction clears. I haven’t seen any announcements that the issue is resolved, but the behavior has changed … at least for me, this morning. Any one else notice this?

jto692

1

Re: Simplifi Projected cash flow for retirees, best practices

@Bobf

I agree with the above advice, and want to add a couple of other things.

I'm not a tax advisor, but be aware that tax-advantaged plans like a 401(k) have a required minimum distribution beginning at age 73 (I think). So how much you need to withdraw each year may depend not only on your needs but also on the type of plan and your age.

As others said, in the long run the Spending Plan will be the best guide to how much you will need over and above your social security. But it will become a fairly accurate guide only after several months of usage. I usually go back over the months and look at "Other spending" and how much is "left at the end of the month." Assuming you do not exclude your investment draws from the Spending Plan, that will give you a good read on how you are doing.

In the short run you should also keep a close eye on the cash flow projections for your bank accounts. The Spending Plan tells you how expenses stack up against income on a month to month basis, but it doesn't tell you anything about whether you actually have the cash available to pay upcoming bills.

DryHeat

1

Re: T. Rowe Price Retirement Plans - FDP-102 Error

Hello @TexAgDMZ257,

Thanks for reaching out! I can see that you are receiving an FDP-102 error with T. Rowe Price Retirement Plans from our side. To answer your question regarding the mentioned alert, yes, the issue is still ongoing at this time. I would make sure to follow the alert for updates, as we will be sure to update the alert when we hear anything from our product team on this issue.

https://community.simplifimoney.com/discussion/12336/ongoing-5-5-25-t-rowe-price-retirement-plans-returns-an-fdp-102-error

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99

If the account is an investment account, the manual tracking steps are a little different:

Make the account manual so you can add and edit Holdings: https://support.simplifi.quicken.com/en/articles/5321064-how-to-make-an-account-manual#h_d9c41566d8
Add/edit your Holdings to keep accurate records: https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30 and https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_034717f2b3

-Coach Jon

Coach Jon

1

Re: How to treat Unreimbursed Partnership Expenses

Hello @azevin,

Thank you for coming to the Community with this question. Since that specific line item isn't in Quicken Simplifi, perhaps you could use Schedule E, Other Expenses, and include UPE in the category name, so that you still have an indicator which line to use at tax time.

Additionally, I recommend that you create an Idea post requesting that the tax line item be added. Ideas that get enough votes may be implemented in the future. For information on creating an Idea post, please review the post below:

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

I hope this helps!

Coach Kristina

1

Re: Cetera and AdviceWorks

It's been more than a year and we are still waiting!

RiskyBizRoch

2

Re: Target Circle Card won't download new transactions

This issue is still ongoing. I would be more understanding if this was a free software, but I would expect a paid software should be able to fix an issue like this after 2 months. This is ridiculous. I have too many target transactions to add manually. I am very frustrated.

yisaacs1

2

Re: Refund Reminder Card Displays on All Accounts

Thanks @Coach Jon ! I am also experiencing this bug.

EL1234

1

Re: Simplifi Projected cash flow for retirees, best practices

Hi @Bobf Welcome to Simplifi!

I'm also retired and ditto what @SRC54 shared. For me the Spending Plan has always been the crown jewel of QS. Get that feature set up right and you're a long way toward staying ahead of your personal financial management.

One of the things you will need to address, however, is your non monthly fixed and flexible expenses. These include fixed expenses like property tax, annual/semi-annual insurance premiums, annual subscriptions/memberships, etc. and flexible non-monthly expenses like home and auto maintenance and repairs, medical/dental/eye care not covered by insurance (deductibles/co-pays), etc. Your monthly fixed and flexible are handled in the Spending Plan, but your annual/semi-annual/non-monthly expenses are not easily included in the monthly Spending Plan.

For me, best practice is to use one or more Savings Goals to set aside funds monthly to meet these expenses when they arise or come due.

DannyB

2