Best Of
Re: Add State Nebraska Bank and Trust
@Krick, thanks for posting your bank request to the Community!
I have converted this into a Discussion for now, as it looks like this bank is already available in Quicken Simplifi under "The State National Bank & Trust". I found this bank option by searching the URL you provided.
Please let us know if this works for your account!
Re: Investment Transaction Duplications (edited)
Thanks… So far, so good. Haven't noticed any for a while.
neon45
Re: CIT account showing wrong balance (edited)
Thanks, good suggestion for a temp fix. That wasn't the issue as all transactions including opening balance were there. But to your point kind of irrelevant, simply entered a manual transaction to right the ship and move on till the sync is restored is the easy pragmatic approach.
Re: Please add Mazda Financing
Another +1 for adding. It's a rebranding of Toyota Financial, which is already in the list of connections, so hopefully the integration is on the easier side.
kollock
Re: SoFi Brokerage & IRA Account Balances
No thanks, I still believe Simplifi is doing investment tracking improperly. I just wanted you and others to know that SoFi uses closing prices sometimes and extended hours prices sometimes. This may account for what appears to be wildly different balances than expected for SoFi accounts.
Vanguard, for instance, does not do that.
MikeZ
Re: Some Amex accounts are not being discovered
It’s been more than a month since the incident was first reported and till now it has not been resolved. I am slowly losing interest in your service. When we used Mint we never experienced this issue. Even if we did they would have resolved in no time. And when they could do for free service why can't you fix for paid service?
tvkloves
Re: Spending report broken down by tag, duplicates transaction totals
Glad you figured it out. My checking account sometimes fails to match the pending and I end up with two. I usually notice and merge them or delete the pending one.
This happens in my case because this account downloads pending transactions and then takes two days to finalize it if it is a debit card. On the second day it updates it with a new date and on the 3rd day, it clears it. Sometimes things go awry.
I often think downloading pending transactions is not worth it. 😉
SRC54
Re: Enhanced Reports: Share your feedback here!
@RobWilk I figured out the discrepancy in the sum totals between the Beta Spending Report and the old one. The $1.50 difference is a negative expense for a rebate. The new report shows it below the charts.
So the final total is right. I can live with that, but I think it would be better to show that same total at the top as well to avoid the confusion, because negative expenses like refunds are not spending.
SRC54
Re: Flourish
Hey @subiemat , as of today, Flourish is an available institution on Simplifi! I just successfully linked my Flourish account.
Duke0486