Best Of
Re: Robinhood: categorize Individual cash as Cash and not investment
thank you! I upvoted the idea. Hope it gets added soon 🤞
Re: Target Red Card MFA
I haven't contacted them. I will try that and let you know what they say.
Re: Mark as one-time bill missing
Yes, that is the place it was removed from. I'll post an idea to have it restored.
Re: Robinhood: categorize Individual cash as Cash and not investment
@Elllatrav, thanks for posting your inquiry to the Community!
It is likely that Robinhood classifies the account as an investment account and is sending it into Quicken Simplifi that way. Unfortunately, investment accounts cannot be changed to other types of accounts at this time. However, we do have an Idea post that you can vote for and follow for updates!
Sorry for not having better news, but I hope this helps!
Re: Target Circle Card won't download new transactions
Starting to wonder this as well, especially with the lack of communication. I fully understand these issues crop up and need time to be resolved, but we're 3 months in and there isn't really even an indication that a fix is in the works.
Re: How to match up both sides of recurring transfers in the Spending Plan Transfers submenu?
Apparently, they have to have the same date to match up. You could try changing the dates. The problem, of course, is that they get credited/debited to one account (the one you initiated the transfer with) one day and the other one, the next day, or possibly several days if it's over a weekend.
I guess we could ask to have the arrow anyhow regardless of the date. That would be clearer.
SRC54
Re: Bill Connect for Credit Cards: Share your feedback here!
@RobWilk, I would recommend waiting a full billing cycle to see if things even out for you. Let us know how it goes!
@SRC54, Chase, along with many other credit card companies, is not supported as a connected Biller via Bill Connect. This lack of connectivity is part of the reason we came out with this Bill Connect for Credit Cards feature, where the credit card reminders can be updated using the aggregated account balance instead.
Re: Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)
@Coach Natalie any updates on this?
I think khad, one of the earliest commentors put it perfectly, "I'd love to see state preserved everywhere in the UI."
Here's just one example of this that drives me insane when working with Simplifi. By default, when you click on the Transactions tab, the three most recent months are expanded. Now, if you collapse them to work on one specific month and do anything to filter transactions or Search for Transactions, the months get uncollapsed again. So infuriating!
User-specified states should be saved everywhere in the UI to the greatest extent possible. Apps like ClickUp (which I love) even go so far as to make whether or not to persist views/states/layouts an option that the user can opt in or out of:

