Best Of
Re: Support multiple currencies
I just switched, after 30+ years, from Quicken Classic to Quicken Simplifi. Still in trial, but looking good, though adjustments required. One key adjustment is managing foreign accounts. QC does this very easily, but QS does not even have a basic feature. Until this is done, is there a work around?
- is there a way to do a negative amount in an investment?
- can a single investment account be used to aggregate the adjustment (ex: done manually monthly or quarterly )?
I currently use a Liability account as a negative to balance Net Worth, but this is very limited and does not reflect proper values in Investments or Retirement.
The enhancement request is management of foreign exchange, ideally automated, or at least manual. Until this is done, which I hope sooner than later, a proper workaround would be appreciated by the Quicken team.
Thank you for the consideration.
EVH
Re: Support multiple currencies
This feature would make the app so great. Numbers are misleading otherwise. 😕
ax8l
Re: Venmo transaction - Simplifi creates extra transaction???
Thanks, @RobWilk
Well, it ended up that the "Pending" transaction disappeared, leaving only the transfer from my checking to Venmo - and that makes sense since that's really all that Simplifi would I know about. Of course, it's not really a transfer, it's a payment, so I changed the category and now it's the way I want it. So the problem is solved.
DavidB
Re: TIAA Reporting Connection Issues
I’ve also unsuccessfully tried more than a dozen times over the past few days, at different times throughout the day. I’m not sure where the 50% success rate figure is coming from, but that doesn’t seem to match the user experience. This continues to be frustrating and at this point I would not recommend this application to other users.
What additional steps is Simplifi taking to improve the reliability of the TIAA integration (even 50% is unacceptable for a financial tool)?
mglev1n
Re: Barclays FDP-101
I have attempted this workaround as well and it was not successful. It's been over a week since both of my Barclays accounts have refreshed.
I have submitted feedback via the desktop site by holding alt with the profile up. I hope this gets resolved quickly. Barclays accounts are the only ones I have issues with.
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
So far this month I have not seen this issue arise.
DannyB
Re: Request- Indicate bank balance with total rollover amount deducted from it
The Home Maintenance category you used, did you have a "rollover" in your planned spending in that category? If not, you can change the planned spending for that category to a "rollover" category and you can then edit the "rollover" amount to start with. This should correct your spending plan and you should not have the overage.
Re: Why doesn't Simplifi re-authenticate my credit card account?
Try hitting 'reset account' under 'settings→accounts' and it should prompt you for a password again.
Otherwise, you can make your accounts for that bank manual, and then remove the bank connection, then add back the bank connection and relink it to those accounts.
Sometimes there are outages, it might be something you can't do anything about other than provide details like error messages here or in chat support.
RobWilk
Re: Add OneFinance/OnePay to Supported Banks (edited)
Unfortunately without support for this bank, I will not be getting a Quicken subscription, because this is my main bank. I really hope they eventually support it, but for now I'll have to go elsewhere.
thatamy