Best Of
Re: Savings Goals - Can't withdraw from "saved so far" amount (edited)
I think I can help with Issue #2. No idea on Issue #1.
You can't leave "Amount saved" as zero if you have selected an account for "Saved in." And you can't unselect the account and get the "Saved in" field back to blank.
But… Click on the "X" next to "Amount saved" and the "Saved in" field will become blank. Then you will be able to click on the "Continue" button and move to the next page in the process.
DryHeat
Re: Spending Plan Redesign: Share your feedback here!
Not sure if there’s an existing feature request on this but here’s a suggestion that I think would be a helpful modification to the Bills section of the Spending Plan. I’ve had the thought before but was working on some 2026 savings projections today and ran into trouble with my cash flow projections that the below steps could help give tools to resolve:
Step 1: reintroduce the collapsible groupings so Bills/Subscriptions/Transfers are always on same page with their subtotals displayed on their group
Step 2: change the new Filter dropdown to be Accounts so you can filter this section by each of your accounts. In other words, you could quickly see how much is going to apply to a specific credit card vs a checking account.
You can sort of suss this out now with Cash Flow charts but if you have manually set recurring credit card payments then you have to do a bit of tedious manual math and cross-checking from the cash flow views to verify how much is inherently going to be charged on a credit card in a month vs what you are projecting to pay off with your recurring payment. It is usually good enough for me to estimate all or most of my Planned/Other spending projections will hit my credit card balances so those are easy to estimate in credit card payment projections. But when trying to plan how much savings I can transfer out of a checking account I need to be able to accurately account for Bills/Subs that will hit credit card balances in projected credit card payments, especially in months with abnormal bills like annual insurance premium payments. For example, if I’m not carefully looking at every bill and sub and tracing it to which account gets charged for those, then I can easily be off on my credit card payment projection by $1000 when annual veterinary visits hit in the same month as termite bond renewal and amazon/microsoft subscription renewals. Having an easy way to see Bills/Subs filtered by account could make for a quick verification of which months need extra allowance assumed in the credit card payments projections.
Re: T. Rowe Price Retirement Plans - FDP-102 Error
I was able to connect to T. Rowe again a day or two after my July 30 post above, and it's been working fine for over a week now. Hope it's working for everyone else, too.
Re: Report export no longer showing parent category for subcategories (edited)
I received an email as follows while working in the system:
Welcome to Simplifi 😄 I’m Coach Alex I’ll be happy to help you today. |
|---|
Coach Quicken |
I think part of the problem may be that I have two separate accounts with Quicken Simplifi one for my record keeping and the other for my daughter's record keeping. The email I received must have been from a coach that was not aware of the open ticket - not sure I was either but in any case I am now and will reference it in any further inquiries. What is very strange is that I received a request day before yesterday to see if the problem had been corrected and when I tested it yesterday, it worked just fine but today it was back to the same issue. Here is the request I received:
Hi Kristen!
I hope you are great.
Regarding the import of your CSV file, can you please try again to import he CSV on Simplifi and let me know if you are still seeing only the sub categories instead of the main Category.
I look forward to your response!
Quicken Simplifi Support.
Re: Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment
I would second the notion to allow Fidelity CMA accounts to be classified as checking accounts. I use Fidelity CMA for all my bill paying and currently it is very "clunky" to use within Simplifi.
amdrtech
Re: Add an HSA Investment account type (edited)
I have a Health Savings Account, which I currently track as "Other Investments". It would be nice if I could track this as the account type it actually is.
usercat
Re: Add an HSA Investment account type (edited)
Yes, being able to add would be great. Don't know why it's not already here, lot's of people have HSA/FSA accounts
Jim O