Best Of
Re: Bill Connect for Credit Cards: Share your feedback here!
Success with turning Bill Connect off and then on again.
After a second credit card began to show erratic payment Reminders with Bill Connect I turned Bill Connect off, waited a day, and turned it back on.
By the next day the Reminder based on the statement amount and the following Reminder (showing purchases that will be on the next statement) were both showing correct amounts.
I've been out of range of any internet for several days, but when I checked in today the payments had gone through and matched the Reminders. Also, the Reminder based on the next statement amount and the following Reminder were both showing correct amounts.
We'll see if this fix holds up, but so far it looks good.
DryHeat
Re: Fidelity Visa shows correct balance, but not showing transactions
The account is connected, yes, but it has only been about a week since I first connected it, as I just got this card recently. Today was 5 days since the first purchases since I linked accounts, and no transactions showed up here despite showing up and fully clearing on Fidelity/Elan's side. Balance updated on Simplifi as transactions cleared though.
I will try disconnecting and reconnecting to see if that helps or not though.
Re: Wealthsimple [connectivity] works again
Hello @seshwan,
Thank you for the update and letting us know that Wealthsimple is now able to be connected to within Quicken Simplifi! I am glad you were able to get connected. I will make sure that our support article is updated to remove Wealthsimple from the Unsupported Banks list.
-Coach Jon
Re: Restoration of Data deletion by mistake
Thanks. Will manually do it this time. Also did a vote for the update.
Palavis
Re: Ability to search for original payees/"Appears on your statement as..." info (edited)
It would be helpful if the Transaction Search box included searching on the field for the original transaction name as it appears on the provider's transaction.
For example, if I click on a transaction that has its Payee named to "ABC Coffee Shop" and it says "Appears on your <bank> statement as Amazing Best Coffee Shop on <date>." It would be great if searching for "Amazing" included that transaction.
alkaboy
Re: ⭐️ 1 Star – Love almost everything… but this one flaw ruins it
@larenl ,
I don’t understand this post. You can already create Planned Expense series in the Spending Plan at any category level you wish. Also, like @RobWilk said, you can also do this using Watchlists.
Could you maybe provide some screenshots to help us better understand?
Flopbot
Re: Ability to auto-backup and restore data (edited)
@Flopbot I've definitely heard of them restoring one-user's backups here in the forums before.
I do not know what criteria they offer for deciding to restore.
I should've tried that after my May→Late July "Experiences". Too late now, i recreated everything fresh.
RobWilk
Re: TIAA Reporting Connection Issues
Hello @Gaboose and @ams-chicago
I would suggest following our Alert for updates moving forward for this issue you are seeing, since it is similar and most likely the same issue:
In the meantime, you can track your TIAA accounts manually by adding manual transactions, which will keep records up-to-date. Here are the steps to do so:
If the account is an investment account, the manual tracking steps are a little different:
- Make the account manual so you can add and edit Holdings:
- Add/edit your Holdings to keep accurate records: and
We appreciate your patience as this issue is worked on!
-Coach Jon
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
How is this acceptable for a finance app not to have proper MFA support in 2025? It's a big mistake switching to your app. It worked initially and got a SMS at least, and for any new logins from a different workstation or a different phone, it's not forcing MFA at all. Speaking with support hasn't been productive either and they are just saying they are aware and working on resolution. Please fix MFA first and add app based MFA instead of SMS.
pr@dk