Best Of
Re: SIMPLIFI Personal and Business - stripe is not an option to add?
Hello @MStar,
Thank you for reaching out to let us know you're having trouble adding Stripe. Could you please provide more information what difficulties you're encountering? We do support Stripe as a payment processor. Please see this article for more information:
I look forward to your response!
Re: Set up mortgage as a Recurring Transfer or Recurring Bill?
Adding to what @SRC54 said… If you want to track the different portions of your mortgage payment separately (Principle & Interest, possibly also Taxes & Insurance) you will have to modify the recurring bill payment each time it occurs. This is because Simplifi does not allow split transaction information in a recurring bill.
DryHeat
Re: Import Records Beginning at a Specific Date
Thanks!
One quick addtl question. If my bank supports export in .QFX or .OFX file format does that matter?
Stevefxp
Re: Delaware Life Connection - FDP-103 error (edited)
Thank you. I will test this when I return from Europe on July 20th. Thank you again.
Re: How do I add a Transfer Subcategory? (edited)
Thank you for your reply @Stevefxp,
If you do not want to maintain a manual version of the account you're transferring to, another option is to use the Transfer category without selecting an account.
See the "other transfers" section of this article for more information on how using the Transfer category without selecting an account works:
I hope this helps!
Re: Persistent 324 error with Fidelity (edited)
Natalie, when you say the issue's been escalated, what does that mean? Where, and with whom? And when can we expect to see a solution? This thread ought to be evidence enough that this is a problem for a number of users. Thanks.
Link Manual Account to a Bank
I started with Simplifi before my bank offered a connection to Simplifi, so I created manual accounts. Now my bank can link directly to Simplifi.
How to I link my existing Simplifi manual account to my bank? I don't want to lose the history by having two accounts in Simplifi (manual and linked) for the same bank account.
JFMAMJ
Re: Security Federal Savings Bank - IN - FDP-390 (edited)
Hello,
I called the bank today after having another connection issue. The bank told me they are aware of the connection problem due to their conversion process and it should be resolved soon.
Thank you all for listening, and I'm sorry for the inconvenience.
Re: Independence Day Trivia!
@Flopbot I survived the bombs bursting in air last night, but one more night to go. I hate to sound like my grandmother. But isn't fireworks the same as burning money in the front yard?
Update: There was some mischief with fireworks in my neighborhood Friday night (I was spared), but Police got called. And so last night was blissful silence.
SRC54
Persistent 324 error with Fidelity (edited)
Three out of my five Fidelity accounts are not connecting with error code "Care: 324". Reconnecting doesn't work. This has been a problem for several days.
FBOL