Best Of
Re: The Cash Flow Graph Should be Removed Until it Includes Planned Spend (edited)
I use the cash flow graph on a regular basis and wouldn't want it removed. Recurring items that come out of my bank account are set up as bills so that the cash flow accounts for them. All categories that I set up in Planned Spending are paid via my credit card, so they affect my cash flow a few weeks later when the credit card bill is due. These are displayed on my cash flow (I used to update them manually, now they are done automatically and I like to double check just in case). This way my cash flow is more or less accurate for the upcoming month or so. I don't usually look at it further than that because I can't accurately predict exactly what the CC bills will be so far ahead. I wouldn't want planned spending to show in my cash flow because it would not be a realistic prediction for my account. My "planned spending" categories vary from month to month so I use it more as a "try not to spend more than X in this category" idea, but almost never max out all the categories every month, so budget-wise it doesn't matter to me.
EL1234
Re: Changed manual asset to investment and now balance shows zero
Update 2: I was able to find a fix (posting for others who find themselves in this situation). I closed the account, which then enabled me to download the transactions from the Investments tab. Then I created a new manual "Other Asset" account, changed the data in the .csv to match Simplifi's upload format (both for transactions and balance history) and then uploaded it to the fresh new account. Now it all appears as it was before I changed the account type.
trewbux
Re: Taxes Report Export/Print Display Suggestions (edited)
@Coach Natalie, I understand and do appreciate your action.
Re: Credit Cards and the Spending Plan (edited)
I am going to try out the New feature you posted.
Re: TIAA Reporting Connection Issues
No success for me either, multiple attempts using the plaid option.
Re: Investment Transaction Activity – How to Handle Employer Matching (edited)
If your employer matching is added to the retirement ccount periodically and the account is connected to Simplifi, I would just do it as a Payment/Deposit and mark it as a simple transfer. This way it won't count in your Spending Plan, and it is not taxable anyhow until you withdraw it after retiring.
SRC54
Re: Why doesn't Simplifi re-authenticate my credit card account?
Success!! Thank you. That worked like a charm making the account manual then relinking it. Now I understand the "superuser" label you carry. 😉
RPeters
Re: Add a reconcile feature [edited] (1 Merged Vote)
Every time I consider converting from Classic to Simplifi, I note that reconciliation STILL does not exist. This is a philosophical thing as much as a technical thing, and I reject the Simplifi philosophy. It's my money, my record keeping, no I will not just trust that the transactions listed and the balances reported are accurate. If I just trusted, I would not need or want any Quicken product. Your company exists for those of us who want to VERIFY. Reconciliation is the verification process. It's the periodic (monthly) double check between me and the account provider that we agree on what happened.
It's also my tool for making sure the categorization is right. Reconciliation lets me verify that I haven't inadvertently deleted some transaction from the past, or moved something around which would break my historical reports.
Use AI/OCR to make reconciliation "stupid simple" - do THAT. Use the link to my account provider to automatically ingest their monthly statement, let me click to see and review the reconciliation report, agree that everything is fine, then, that account is marked reconciled as of that date. Easy, using computers for what they are best at but not removing ME from the equation by implying that I should just lie back and trust it.
ADD RECONCILIATION. Please.
LeslieP