Best Of
Re: Track Interest Rates for Accounts (edited)
It would be really helpful to be able to have a quick view of total savings rate (across retirement, cash svaings, etc.) as this is a useful metric to track over time!
Ian S
Re: Track Interest Rates for Accounts (edited)
Hello @Ian S,
Thanks for posting your suggestion to the Community!
Are you looking for something along the lines of what's been requested here where it will show the Interest Rate for your Savings Accounts? Or are you looking for a feature that tracks the interest you've earned over time?
If the latter, have you checked out the Net Income Report where you can filter the Report to view just your 'Interest' Category(s)?
If you're looking for something different than what's already been requested or the suggestion I outlined above, please add more description to your request. We need to know the specific type of feature/ability you'd like to see in Simplifi and how it would look to you. Otherwise, I am looking to merge this request with the existing request I linked above for the ability to track Interest Rates.
Please let us know so we can best assist!
-Coach Natalie
Re: Issue connecting two logins with Vanguard (edited)
No, it's not similar to the Vanguard problem, but it's an inability to connect to the banks. It's like they are offline. At random times you can make a connection and then a couple days later the connection breaks again. It's very messy, and sometimes the staff at Simplifi can be "researching" a solution for months. For me, it's just the uncertainty of logging in each day and holding your breath on what might be working that day. If you're just using Simplifi to track your expenses and bank accounts, you're probably ok, but add any investments into the mix and trying to track your overall net worth, it's really tenuous.
lwyman
Re: Issue connecting two logins with Vanguard (edited)
Well as someone who's had to personally deal with stuff like this, I'm a lot more sympathetic to the kinds of problems you described. Connections to third-party platforms are inherently unstable through no fault of Simplifi because:
- Third-party platforms can make unannounced changes completely outside of Simplifi's control that break Simplifi's integration with them.
- Third-party platforms can impose rate limits on their side that are arbitrary and/or poorly documented.
Those kinds of problems are understandable and forgivable. This particular problem with Vanguard is clearly due to Simplifi's mishandling of OAuth credentials on their side and is completely their fault.
Re: Where to find the Simplifi Web Release Identifier
On the Dashboard page all the way at the bottom
jfclague
[ONGOING] 06/09/25: Nationwide Annuity, Insurance or Retirement (401k/403b) returns FDP-105 error
We are currently seeing an issue with Nationwide Annuity, Insurance or Retirement (401k/403b) accounts returning an FDP-105 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.
If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-13465 // KI-28604565
Re: Mortgage Payments as Transfers
How this works — transfer or expense — depends on whether you have a mortgage account set up in Simplifi representing the debt you owe on the mortgage.
Mortgage payments often include PITI (Principle, Interest, Taxes, Insurance). If you have a mortgage account in Simplifi, then the "P" portion of your mortgage payment (and any "additional principle" payment) can be treated as a transfer to that mortgage account, thus reducing the debt. The "ITI" portions are expenses.
But many people do not track their mortgage in Simplifi, so there is no debt account to be used for the transfer. In that case, you would probably just categorize the "P" portion as a mortgage expense as @Coach Natalie says.
DryHeat
Re: Category for "Credit Card Payment"
Thanks for response @DryHeat.
@Coach Natalie Thanks, I will give it a try.
fnums
Re: Investment Transaction Duplications (edited)
Hello @SRC54,
Thanks for the information. We agree that this is probably a separate issue and needs to be shared in a new post when you have that information, since the issue escalated for this thread is for users changing the Action/Type on an investment transaction and the transaction re-downloading/duplicating with the original Action/Type.
-Coach Jon
Mobile Release 5.32.0
Hello everyone!
Here are the issues and features we were able to tackle with the 5.32.0 Mobile Release, released June 4th:
- FIXED: Flags List on transactions doesn't match between Mobile & Web.
- FIXED: Mismatch of grid value and header value for bond holdings.
- FIXED: Dark Mode/Light Mode getting stuck when phone is set to use the system settings (iOS).
- FIXED: QBP: Credit Memo text is not wrapping properly.
- FIXED: Other minor fixes for QBP.
- FIXED: Various errors and crashes.
- UPDATED: Refresh should always be available for Apple Wallet.
- UPDATED: 'Manage Updates' should not be available for Apple Wallet.
- ADDED: QBP: Ability to sort the Accounts List by usage.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!