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Re: Persistent Filters & Views in Reports: Share your feedback here!
I just tried it and it's of limited use because I cannot save the report under a custom name (I.e., "Save report as…). This would let me create a collection of named reports (eg, Total Spend 2023, Total Spend 2024, etc). FWIW, I'm pretty sure that when I added my voice to the new feature request I mentioned it, though I have no idea if anyone else thought to mention it.
DavidB
Re: Don't reset the Filter selections in Reports when navigating away (edited)
This feature is now available to all users on both the Web and Mobile Apps! Please see our announcement for more details:
Re: Don't change target amounts in Planned Spending when releasing funds (edited)
Your earlier post is very much like what I am proposing. Different graphics but essentially the same idea.
But I don't think the two feature requests should be merged. The other discussion was primarily about adding a date-driven progress bar to the current month's Planned Spending items, not handling the release of funds so as not to lose the spending target information.
It's true that the earlier discussion later branched out to include a number of suggestions, such as:
- your idea of a better way to display released funds
- having totals for spent/planned at the top of the Planned Spending page
- adding bar graphs or spent/unspent totals to Bill & Subscriptions
- using Watchlists to augment the Spending Plan.
But I think adding various different suggestions to an existing feature request targeting a specific change — as was done in that thread — creates the risk that those other suggestions will get lost in the shuffle.
DryHeat
Re: Persistent 324 error with Fidelity (edited)
I'm glad you are connected. It's a mystery to me why my connection works just fine while others have trouble. It is some sort of software problem or corruption so clearing things out, removing permissions, trying other connections and just keep trying seems to be all one can do.
SRC54
Re: Persistent 324 error with Fidelity (edited)
Yesterday (Friday 7/11) I made many attempts to connect my Fidelity account to Simplifi, then tried again a few times this morning. I found your post while searching for any known reasons why I couldn't connect. I tried the Finicity connection you mentioned and bingo, it worked and I am now connected.
I found this info on their website where they state they are making security changes to 3rd party apps, but I don't know if it's old news or not. https://www.fidelity.com/security/third-party-app-protection
Re: Kraken sync's the initial time, and then fails
Kraken was added April.. but isn't working correctly (sync's initial time, and then fails)
Re: Transactions and Spending Plans
@Stevefxp "I am using a recurring bill for this payment."
If you are using a recurring bill, it will show up under the "Income after bills & saving" section, in the "Bills" subsection, rather than in the "Planned spending" section. If the bill recurs weekly you will see multiple bills there. The total of all the bills, not just the ones that are already paid, will be shown as spending for the current month.
(Or, if you are a new user who has the redesigned Spending Plan, bills will show up in the "Bills" section — which stands on its own and is no longer a subsection under the "Income" section.)
"Planned spending" is usually used for categories where you have a good idea of what you are going to spend (like groceries) but where there is no specific scheduled bill.
DryHeat
Re: Why do the date filters for Last 3 months and Last 6 months return values to date?
Look what I found today in the web app. Updated date filters options for reports!! THANK YOU Simplif for fixing!!😊
Super D
Re: Good and Bad after a month of using
@virshu Glad for you. Simplifi continues to astound. Sometimes the changes seem to come at a glacier's pace. And then something happens when least expected.
SRC54
Re: Transactions in liability accounts not included in reports (edited)
Are your manual interest payments entered as part of a split transaction that also includes a transfer?
I ask because transfers are usually excluded from reports, and if the transaction is excluded then the split values will all be excluded.
DryHeat