Best Of
Re: Issue connecting two logins with Vanguard (edited)
Thank you! That worked for me as well. Appreciate your workaround as I was ready to give up on Simplifi but will keep it for now.
trtrlik
Re: Deleted Savings Goals still showing in accounts (edited)
Timing is terrible; I need to re-do all my savings goals and now all my funds are tied up in some "unknown goal" that I don't know anything about.
Subscribing for updates.
Re: Recent Update Unlinked Bills from Bill Connect (edited)
Hello @TheReal702,
I would definitely see if connecting to your billers in a different web browser or in incognito mode resolves the issue you are experiencing, as I stated previously in this thread. Something may be blocking the connection.
-Coach Jon
Re: Filter to only show new transactions
Great point! Any newly downloaded transactions that you didn't enter would automatically be unreviewed.
SRC54
Re: Filter to only show new transactions
I use the Reviewed column to mark transactions that I've looked at (and ensured that they're valid). I regularly filter the transactions list by Not Reviewed to see anything new that came in.
You could also considering looking at all transactions and filtering by those two accounts.
EL1234
Re: Apple Cash account balance incorrect on Iphone after latest update
Hello @Pmrussell892,
Thanks for the reply! Can you also try the steps I shared above to see if this resolves the issue you are seeing:
-Coach Jon
Re: Deleted Savings Goals still showing in accounts (edited)
I'm having this issue as well. It's going on a month that this has not been fixed. Any further update? Something like this that throws people off should be a big priority. Ridiculous to have a bug such as this and be nearing a month with no fix.
Re: Deleted Savings Goals still showing in accounts (edited)
I was really hoping when I got a new update today I was going to get to see my Savings Goal issue finally fixed. /sigh
Quicken let me down, AGAIN.
Eurisko
No date filter on transaction lists
From the main left side menu clicking on "Transactions" brings up the "Transaction Activity" list, all well and good. From here I can click on the "Filter" button and parse transactions just about any way that I choose (payee, category, tag, account, etc…), all well and good.
However, from this view there is no way to filter by specific months or dates, unless I'm missing something. Most other financial software would have filter options to look at "This month", "Last month", "Year to Date", "Last Year", or any custom date range desired. Please consider adding this feature!
kevitay
Re: Please stop with the "Enable Push Notifications" message (edited)
Hi @Coach Jon , yes, that's it. I cleared my cache that day. Thanks
DavidB