Best Of
Re: Multi-currency support
"once you select the currency you want to use, it will support only that currency (USD or CAD, but not both)."
I have both USD and CAD accounts. Simplifi works with both in the same dataset and downloads from both US and CDN banks at the same time without difficulty. The ability to download from both USD and CAD accounts was a big factor in my move to Simplifi.
The only problem is that the account balances can be deceiving, as Simplifi is not aware of the currency and makes no adjustments for exchange rates. That makes linked transfers a problem, but otherwise all works well. I generate separate reports on my USD and CAD accounts so I get meaningful results.
DryHeat
Re: Problematic connection to Firstrade account [FPD-155]
Hi Kristina,
According to my Simplifi money account, the last successful connection to Firstrade was 100 days ago. I haven't made any changes to both Firstrade and Simplifi accounts since last year.
I tried to connect Firstrade with Simplifi through your web app and this connection hasn't affect my Firstrade login since the creation of the account.
Thanks for the update. I have sent the feedback. Hope to hear back from your soon.
Re: Bill Connect for Credit Cards: Share your feedback here!
Just scrolling through this thread for first time and wanted to provide feedback that I had it doing the same thing you are reporting where it basically was a month off (i.e. marking current month reminder as "finalized", i.e. the July payment reminder for the June credit card expenses, when not and marking the following month's reminder, i.e. the August payment reminder for July credit card expenses, as the one updating. I tested it across a billing cycle for two of my credit cards and never could get it to fix. Deleted series and all things/recreated series and all things/changed settings/waited. Did most of this in June through early July but started playing with it back in May. Tried everything reasonable to try. So I turned the feature off and just do my manual updates on my reminders at the end of each month. Much less error-prone that way and doesn't mess with Cash Flow monitoring when updating manually. With the errors, it wasn't worth continuing to play with it.
But even if it had worked correctly, I found it difficult to maintain my Cash Flow projections with this feature on. It'd be nice if you could have the Cash Flow projections maintain a 'minimum payment" amount in the credit card payment reminders that you could manually adjust and only adjust the credit card payment total once you've exceeded that minimum amount or after the bill has finalized. this way, your Cash Flow doesn't deceive you early in the month thinking you have more money available to transfer to savings or whatever than will actually occur once the month progresses.
Re: Report export no longer showing parent category for subcategories (edited)
Here's a bit more, when I run an export from the Transactions page, the Category shows the main and sub titles.
When I run the report from the Reports section, it only shows the SUB Category.
I too would want the Reports to show Category and Subcategory.
This would be critical in the CSV to able to sort a column by category. Without the main category, you can't tell what was in "Shopping" for instance.
Max1223
Re: Multi-currency support
No, it is single currency only. Multi-currency has been requested since 2019, but it hasn't happened.
DryHeat
Re: Annual Spending Plan
@Max1223 There are a couple of suggestions for improving Savings Goals (I link one below). Together they have about 100 upvotes. But there is no sign of them being submitted for review (or whatever). It could be a long time before there is any real change.
DryHeat
Re: Annual Spending Plan
@DannyB @DryHeat so I just did a little Test SG…while I like that I see the account balances shift, that's about all I like about it…oh well. Sticking with Rollovers for now. thanks for the input
Max1223
Re: Annual Spending Plan
I'm using SGs for now. After reading your comments above and rereading some of your comments in the other discussions, I may try rollover again at least for something like our annual gifting. My main "issue" with the rollover feature is the lack of seeing the designated amount set aside for rollover in my accounts list the same way I can see what is set aside for SGs.
As you say, this boils down to personal preference, but I'd still like to see a more elegant solution.
DannyB
Re: Spending Plan Redesign: Share your feedback here!
@Max1223 I find the Per Day number interesting but not useful either, but like you, it doesn't bother me that it's there and it's coming back.
I don't think many people budget on a daily basis; usually monthly or biweekly or even weekly. Maybe for people on tight budgets knowing how much you can spend per day is helpful.
SRC54