Best Of
Re: Add an option for "Select All" and "Select None" when using Filters (edited)
I'd like to be able to CHECK ALL boxes at the top of the list of categories, if for example, I'm in Reports > Total Spending > Filters > Categories — the reason this feature would be helpful is if you want to quickly (but temporarily) exclude a single large expense from your regular expenses. For example, I just paid for a new roof - of course, this isn't a normal expense for our household. So, I could filter my total spending by (a new) CHECK ALL button a the top, and then scroll down to uncheck a category which the new roof falls into. This would show all my normal lifestyle expenses, averages per month, etc. without the unusual and large expense of the new roof. This is easy to do on the website, but currently not possible on the mobile app.
Tim23
Re: Make Simplifi's "automatic" actions subject to user control in Settings
I think this is a great idea! Upvoted.
EL1234
Re: Ability to auto-backup and restore data (edited)
The solution 'should' have been (if everything worked right) mark the existing apple wallet account as manual rather than deleting it, then relink (when re-connecting to apple wallet) the apple wallet account to the existing manual account.
However, I think you'll find an existing request for backups, probably with more votes. I'm looking for it now: [removed link to merged thread]
RobWilk
Re: Allow users to classify an Investment Account as a non-investment account
Re: Credit Card Account – Replacement (edited)
I agree with @Flopbot , what I do is make the existing account manual, then when adding the account from the bank connection, link it to the existing account. It actually is the same account, just a different card number.
RobWilk
Re: Credit Card Account – Replacement (edited)
I’ve had to do this once while using Simplifi. I kept using the same type of card (Visa Chase Freedom), the last four digits just changed. When this occurred, I just went into Settings > Account and disconnected the old (bad #) card. Then, I reconnected the new (good #) card to that same exact account. In the register, you’ll see transactions for the old card followed immediately by transactions from the new card.
In my case, I add the last four digits of the card number to my account name, so I also had to adjust it there.
Flopbot
Re: Credit Card Account – Replacement (edited)
@RobWilk, @Flopbot, Thank you both for the reponses. With the details, I thought that would be the approach. I like the idea of making the account a manual account and then make it back active when the new card number is known. Thank you both again.
Missing HealthEquity HSA investment accounts
The HealthEquity integration has not been recognizing/updating investment accounts for several months now, with no updates. This is part of an unacceptable pattern of inconsistent/failed account aggregation over the course of several months without updates from Quicken. Hopefully one of the Quicken support staff can provide an update on the status of this onging issue.
mglev1n
Re: Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)
So far things have been good with Fidelity Inv & Retirement. Switched everything over 2 days ago. Fingers crossed…
AaronJB