Best Of
Re: Spending Plan, Watchlists, & Reports - Amount Displayed on Transaction List for Splits (edited)
Agree, this is great news. The watchlists, reports, and spending plan will become more useful with this.
Re: Wells Fargo not connecting
@Max1223, thanks for posting to the Community regarding this issue!
I'd suggest following these steps to establish a completely fresh connection with Wells Fargo, and also generate a new OAuth token:
- Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
- Navigate back to Quicken Simplifi and make all of your Wells Fargo accounts manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know how it goes!
-Coach Natalie
Re: Update next reminder amount for credit cards automatically using the account balance (edited)
Awesome news can't wait
Re: Colonial Savings Mortgage Error 102, now a 101 (edited)
@iericdaly, thanks for confirming!
I went ahead and got this issue escalated from our end and will post back with updates. In case we need them, please also submit your logs via the 'Send Feedback' option:
- Log into 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 Natalie
EWC-11172819
Re: FDP-105 with Public (edited)
Hello @CericRushmore,
Thanks for the information! We have gone ahead and escalated this issue. We will post back here when we receive updates going forward.
Thanks,
Coach Jon
EWC - 11171613
Re: Axos Bank Stopped Working A Couple of Weeks Ago Care code: FDP-103
Hello @CericRushmore,
Thanks for reaching out! We are aware of this known issue and you may follow the alert we have for it here for further updates as we receive them.
Thanks,
Coach Jon
Re: American Express Broken After Adding a New Credit Card
@CericRushmore, thanks for reaching out!
I'd suggest following these steps to establish a completely fresh connection with American Express, and also generate a new OAuth token:
- Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
- While on the bank's website, also make sure the new credit card account is authorized for third-party access.
- Navigate back to Quicken Simplifi and make all of your Amex accounts manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know how it goes!
-Coach Natalie
Re: Cash Flow Graph should account for variable (Statement Balance) Credit Card payments each month
Simplifi currently projects future account balances by projecting previous recurring activity using a repeated transaction amount. Some account activity, such as credit card payments, do not have constant recurring values. Projected cash flow would be more accurate if the user can specify an option for a Simplifi to calculate future transaction based upon say the average of the last 3 transactions of that same item.
Re: Wells Fargo not connecting
oh the other bit of feedback would be to have instructions around the recurring bills. I had a few but was not sure if I should reconnect them in fear of confusing or duplicate bills…so I'm in the process of resetting those.
Thanks