Best Of
Re: How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.
For me it's been 34 days. [removed - no soliciting] There was a question last week about whether or not we might get some refund for this month plus of downtime, but it looks like that comment was removed for some reason. I'm at a complete loss at this point but given how often I use and rely upon Simplify, disruptive is putting it mildly.
Re: Enhanced Reports: Share your feedback here!
Bgz, great suggestion. Part of the overhaul of our reports is to unify the functionality across both web and mobile. The presentation will be different, but mobile will have the full flexibility to display and define reports with rows and columns like on web. We are now building the mobile-first presentation of that data. Stay tuned.
US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)
When I attempt to connect my US Bank investment accounts to Simplifi, they do not appear in the list of accounts to connect to Simplifi.
On the other hand, when I use [removed] through Finicity to connect, all my accounts appear.
I see some (prior) posts about this with no resolution or escalation — will Simplifi address this or should I plan to switch platforms?
itsjafer
Re: Why are Zelle payments automatically classified as Transfers when they are payments?
@EL1234 I wonder if an automatic rule was made earlier in your transactions that caused this. There was a time (or still?) when if you renamed a transaction it might suggest or make a renaming rule. I would check your existing rules for anything that says 'zelle'.
I use Zelle (receive payments from others) and don't have this problem. It may be that I use Chase which may label the transactions differently, or maybe like i said you might have a rule set up that i do not.
Go to settings→rules and search 'zelle' to see if there are any.
RobWilk
Re: Enhanced Reports: Share your feedback here!
This has to do with the difference in the way we create these reports. The Spending and Income reports are currently Detail reports, meaning they are focused on transaction data. The overtime graph requires Summary data with columnar values per month, so we actually don't have the data to draw the overtime chart. The solution is to add an option for you to change the Spending and Income reports into a Summary report so you can then get an overtime chart. We're working on the Summary report, but it isn't quite ready yet.
The bottom line is we'll be adding an overtime chart soon, but first, we need to ship the summary report for Spending and Income.
Re: Amount Matching: "Limited Range" option not matching correctly (edited)
Hello @DryHeat,
Thanks for the reply and the requested screenshot. We should be able to escalate the issue you are having with the Limited Range Amount Matching option. Please supply your web browser, operating system, and their respective versions.
Please also supply logs for us when you can.
- Log in to the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Jon
Re: Amount Matching: "Limited Range" option not matching correctly (edited)
In addition to the example you provided above, can you provide a screenshot showing the transaction that was improperly matched, as well as the transaction that it should have been matched to?
Below is the transaction that was improperly matched to my credit card payment recurring series. It has been corrected to undo that match. (I provided you with an image of the series in my previous post.)
The transaction should not have been matched to any transaction at all. It was an individual Amazon return/refund and was not supposed to match any existing Simplifi series or refund. It should have just come in as a normal credit card transaction.
(Note: my initial post regarding Auto Match also involved an Amazon return/refund that should not have matched anything. It seems like Simplifi leans toward matching transactions with a positive sign with my upcoming credit card payment.)
DryHeat
Re: How do I show third level categories transactions in [planned spend]?
It was the recurring series. As soon as I deleted the series all the transactions that had been in the series showed up in the spend plan correctly. So no more use of series for me…..I'll handle them one at a time as they download.
PatD
Re: How do I show third level categories transactions in [planned spend]?
Yes - I did make sure that check boxes were clear. Thank you.
PatD
Re: Amount Matching: "Limited Range" option not matching correctly (edited)
The Amount Matching feature was added to accommodate for situations like this, where "auto match" has not worked well. We can work on getting a bug report filed for specific examples where one of the Amount Matching options isn't working properly. In your case, Limited Range seems to be having an issue, as reported here.
In addition to the example you provided above, can you provide a screenshot showing the transaction that was improperly matched, as well as the transaction that it should have been matched to? If you do not have the information at this time, can you supply those examples when/if the issue occurs again? You may feel free to DM this information as well! Thank you!
-Coach Jon