Best Of
Re: Add a "notes" section [edited] (1 Merged Vote)
A "Notes" field for accounts would be helpful.
It would also be helpful if comments entered into the "Notes" field on a linked transaction would show up on both sides of the transaction. Here's what I mean:
Using the example of a bank payment on a credit card, right now if I enter a note on the bank-side transaction it does not show up on the cc-side transaction, and vice-versa. Because it is really the same transaction — money moving from one account to another — the info in the note is usually (always in my case) relevant to both sides.
DryHeat
Re: Morgan Stanley Private Bank Doesn't Import Holdings (edited)
That fixed it! Not sure what was different this time. I wasn't able to do Step 1, because MS doesn't list each 3P, but just has a boolean flag to allow 3Ps.
So, I marked the existing accounts as manual. Then I reconnected to MS. It failed with a 325 error, even after refreshing. I then Reset Connection, and then it worked. I skipped Step 4 and deleted the manual accounts.
But now it's working.
Thanks for your help. Hopefully there's a way to streamline this, since I've spent more than 4 hours across 2 weeks to get this to work.
Jeff79
Re: Net Worth Feature: Share your feedback here!
Awesome feature and what I was waiting for. I was about to cancel and move over to another program since my totals in the account section were not adding up in the net worth section. Absolutely made no sense that the totals were not accurate…to me just simple math…but NOW…this is exactly what I was needing!! Thank you
Re: FDP-101 with Unitus Community Credit Union (edited)
As of now, the issue is resolved. I was able to make connect and link the accounts properly.
Re: Apple Cash account balance incorrect on Iphone after latest update
Hello everyone!
Our product team has implemented a fix for this issue that should be released with Quicken Simplifi Mobile 6.20.0. Be sure to let us know if everything looks alright from your end once that version is released!
Thank you!
Re: Help tracking third-party rental management fees for my RV business (edited)
Sorry, I didn't know you were going to still try to use invoices. I don't do that so maybe someone else will have some advice for you. You could always make multiple transactions (one for income and one for expenses) but then it won't match transaction-for-transaction to your bank statement.
Good luck. I hope you find a solution.
DryHeat
Re: Unable to save downloaded transaction after adding splits (edited)
Interesting fact, I'm not doing anything different than what I have done since last June.
Re: The Standard Retirement Plan Issue Update? (edited)
So I randomly got a two-factor text from the Standard when I logged into Simplifii this afternoon. I was prompted on the Simplifii site to enter it, at which point my Standard account synced for the first time in a very long time. The data is still simple, no details other than current balance, but it is accurate and syncing now. I am at a loss as to who was working on this and what the story is, given my previous experiences with support above. Hopefully this is a sign of a long-term solution that will continue to work for more than a month! Can anyone else verify this?
vollmas
Re: Golden 1 Credit Union - Connection Error (FDP-105)
My link was removed for being "disruptive"
It was a link to [removed competitor mention], a competitor product. I would recommend it over Simplifi.
Intuit — give us our money back!
rayfarer
Re: Notification emails are showing positive balance when simplifi (erroneously) shows negative balance
I did turn them back on prior to this. After I cleared everything, I did properly receive a low balance alert when my Quicken balance was below the threshold but still positive and it was positive. Will try to flag it if it happens again.