Best Of
Re: Investment Tab Upgrades
Is there a place to vote on putting an Expense Ratio column on https://app.simplifimoney.com/investing?selectedTab=portfolio ? Like this:
This is one of two investment features that would allow me to drop P.C. and just use Simplifi. (The other feature being an asset allocation breakdown.)
[edited image to reduce size]
This is one of two investment features that would allow me to drop P.C. and just use Simplifi. (The other feature being an asset allocation breakdown.)
[edited image to reduce size]
Ulysses
1
Re: Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)
This is long overdue and I'd love to see it! More like this would bring in lots of folks from Empower/Personal Capital, which has this advantage. Get 'er done Quicken/Simplifi! Thanks!
Re: Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)
Just to add to the ideas above, I was just looking for a way of finding the percentage of each type of account against the overall portfolio, like a pie graph. I usually have to do this with a spreadsheet, but a simple pie graph showing 401K, IRA, Roth IRA, Crypto, Taxable, etc. That way I know where to continually put my money when going for a fully diversified portfolio.
mverbree
1
Re: Issue exporting the Taxes Report to .txf
Thanks again, Coach Jon. I hope to hear about a resolution soon.
Stu123
1
Re: Ability to search for original payees/"Appears on your statement as..." info (edited)
Hello @MovingFromMint,
Thank you for taking the time to post your suggestion to the Community!
I have gone ahead and turned this into an Idea post so that other Users can vote on it. Please be sure to add your vote as well!
-Coach Natalie
Thank you for taking the time to post your suggestion to the Community!
I have gone ahead and turned this into an Idea post so that other Users can vote on it. Please be sure to add your vote as well!
-Coach Natalie
Re: Ability to search for original payees/"Appears on your statement as..." info (edited)
this would be incredibly helpful, especially when you have rules to automatically clean up any names but you forgot to put tags on the transaction.
Morlock
1
Re: Ability to search for original payees/"Appears on your statement as..." info (edited)
Added my vote. Similar example with Apple Cash payments. Searching original description allows one to see all Apple Cash payments even after they've been renamed to be more descriptive.
khad
1
Re: Ability to search for original payees/"Appears on your statement as..." info (edited)
Really need this
JMQkn
1
Re: Automatically update accounts in the background without having to login (edited)
While searching for an answer to why I only get notifications once I open the app or visit my account on the website, I ended up here in this thread.
Since I've learned that notifications are essentially worthless with this app, I voted for this suggestion to refresh in the background in order to get notifications in a timely fashion.
One question though - since this request is at least 2 years old, is it likely to even happen?
Re: Please add OpenBank by Santander
I'm sure it's Openbank.us by Santander, I have accounts there. The connection from the "other" web-based Simplifi competitor has been working perfectly for a few months. I just checked to see which data provider it is using to connect to Openbank. It's MX. Hope this helps.
year10k
1