Best Of
Re: A warm welcome to our newest Superuser!
Hello to all of you. I'll be starting off slowly because I am on the road this week. Assuming the internet connection at my cabin is working (not always the case) I should be logging on more regularly in a few days.
In the meantime, I will be looking forward to working with you.
DryHeat
Re: Issue connecting two logins with Vanguard (edited)
Another user, reporting in. I've had repeated issues with Simplifi not being able to log into my Vanguard accounts ever since this became a widespread issue affecting some (somehow not all?) users back in March or April. To fix that issue, I've had to download and use the phone app to disconnect the accounts, set them to manual, and then add the accounts as though they were new, linking them to the "old" manual versions of the same exact account. I've had to do this twice before today.
Today, while going through this process for a third time, I ran into the same issue reported by the OP and many others - when trying to add the second Vanguard login, it just assumed I was trying to log into the first account and didn't even prompt me to enter credentials. This is the first time I've run into this issue. Because of this thread, I then tried to use the "Vanguard small business" for the second account, but that didn't help. So then I tried using hte "Vanguard small business" in the app, which still didn't help. Then I realized the URL for Vanguard small business reported in the app had at some point become the same URL as Vanguard personal investors, so I picked the Vanguard employer retirement account option, which had a different URL. That worked.
This whole thing is absurd. The primary reason I used this app is as an aggregator to track net worth over time, but I keep losing that data for Vanguard - and I already had to manually enter and correct data for other accounts as well. I'm pretty sure I'm spending more time working around Simplifi issues than if I were just doing this all manually in a spreadsheet.
Re: Manually updating investments while team resolves issues
I went back and read your thread about your SEI Investments problems that has been going on a long time (starting in late winter). I see also as you mention that you are awaiting a fix for the issue. The only thing I can think to add is this. When you last made your investment account manual, did you try adding it as a brand new account (not linking it) to see if that would force a correct download of holdings?
Even if it doesn't work, you still have the manual account and you could just delete the new one. Then you could edit your holdings in the manual account and wait until the issue is fixed to connect it in the future.
Good luck to you. I hope you get a resolution soon.
SRC54
Re: FDP-106: ComputerShare
@nmnmnmnmn, thanks for the information!
Since the FDP-106 error is occurring on an existing account, please try establishing a completely fresh connection with the bank to see if doing so clears things up for you. Here are the steps:
- Make all of the accounts with this bank manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know how it goes!
Re: The "This Year" Date Range option should include the full calendar year, not YTD (edited)
I agree with the "year to date" and the "This year" as recommended. This makes sense and the user will be able to understand in a clear, concise manner.
I do also feel that that the "this year" will provide the user with the ability to look forward to where transactions have been entered and they can be easily found on many of the screens. Also, with the reports, Income and Expense, the user can see what is coming and what they need to have funds for to pay.
Re: Schwab "check numbers" not in the Quicken "check number" field
Hello @KrensSmith,
Thank you for coming to the Quicken Simplifi Community with this issue!
When I checked our internal tools, I noticed that you have a Quicken Classic subscription. If you are encountering this issue with Quicken Classic, I recommend that you post about the issue on the Quicken Classic Community. Here's the link:
I hope this helps!
