Best Of
Re: Does the account-specific Balance Type setting actually do anything?
@DryHeat Oh no, not this again. LOL. I spent several frustrating days fiddling with my local bank's settings in Simplifi when it was messing up last spring and counting the pending transactions in its downloaded balances. I finally was able to toggle Bank Balance to Balance with Pending, wait 4 hours and it worked, but the setting will always say the same thing, Bank Balance (Default), etc, which leads to much confusion.
Somewhere on here is my conversation detailing what I went through. And here is one from 2024 on the same theme:
I made a vow never to fool with this setting ever again, but to use the toggle in the Accounts Bar settings!
SRC54
Re: Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)
Looks like they finally did this with the Beta Reports toggle turned on. It's significantly better; however, you only get monthly data points. In Mint, they would do it weekly, and I thought that was helpful.
jc303
Re: Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)
This issue should now be fixed!
Re: What is your favorite holiday movie?
"The Adventures of Buckaroo Banzai Across the 8th Dimension" — 1984
I watch it every year around this time.
I can't get enough of John Lithgow (as Dr. Lizardo/Lord Whorfin) giving his "pep talk" in the style of Mussolini.
(It's not "holiday themed" — but, hey, it's my holiday.)
DryHeat
Re: Enhanced Reports: Share your feedback here!
There was an update today, after I applied it, the issue I reported (with respect to 'negative spending') was corrected, awesome. I like the new reports a lot better so far. I realize a lot of work may remain.
RobWilk
SoFi Brokerage & IRA Account Balances
This is more of an info post for any future tickets or issues. And this may well affect some or many other brokerages.
I posted a ticket back on Oct 21st about Simplifi balances for SoFi not matching with SoFi.
I think I found the issue: SoFi balances use pre and post market share prices for most of the holdings. The extended hour prices are often 0.5% or more higher or lower than closing.
Anyway, I just wanted to pass this along to you.
MikeZ
Re: What is your favorite holiday movie?
"Favorite" in this case means the one that's on TV the most in my house…
That's a Split
- Christmas Vacation
- It's a Wonderful Life
We watch both many times between November and December each year.
RobWilk