Best Of
Re: Transaction disappears after linking to recurring bill
I am having the same problem. It was in my transaction list from my bank credit card when I looked at the application earlier this week. I linked it to a recurring because the application didn't recognize the name; even though it was the exact name, spelling, and capitalization. I came back into the application today and the transaction is no longer in the list; however, the balance from the credit is showing correctly in the summary information. I have checked all the filters to make sure they are not filtering it out. I have searched and it finds other transactions for the merchant, but not the one for July. I shouldn't have to add this manually, and if it magically reappears, then I will be double-counting it.
I also followed the instructions above about moving the account to manual and then reconnecting and that didn't work for me, either.
JTE
Re: BMWUSA
Thanks for your quick reply. I have tried all of the links listed in your screenshot however none of them seem to function. No worries if this is a known issue. I will build some work arounds.
thanks again and have a great week!
Re: [ONGOING] 7/1/24: Axos Bank returns a 103 error
ONGOING 07/15/24
This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
Re: Problem Updated Fidelity Visa Transactions
@Coach Natalie I've not seen the issue recently, but I'm still checking each month line-by-line.
Diana43
Re: Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)
I would use Notes on my accounts to hold additional info like "Doesn't Sync with Simplifi - manual updates req.", "Final Pmt 04/24. Currrent Pmt #23 of 36" "Use for Travel, but not for purchases outside USA"
Re: Marcus by Goldman Sachs error FDP-102
Just checking but did you try using incognito or InPrivate mode on your web browser? Last time I had a connection problem using InPrivate /Incognito mode did the trick. Not sure this will work in your instance, but it's worth a try.
DannyB
Re: Marcus by Goldman Sachs error FDP-102
I just tried this and my connection issue is resolved. Thanks!
UrsulaA
Re: Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)
It would be extremely beneficial to sort credit account lists by balance. This would help users with a better overview and understanding of their credit balances, and help encourage them to tackle their credit more easily.
For instance, seeing my credit account lists from least to greatest would help me attack my balances using the snowball method, etc.
Re: Just started, but I don't "get" how some things are handled - Questions
- Are you talking about virtual accounts and not actual different bank accounts? If so, Simplifi doesnt have exactly that but it's Spending Plan breaks things down the same way. You have your Income and Bills for all your standard monthly bills like utilities and mortgage (bills account) then you have your planned spending for money you know you spend every month (gas, grocieries) but not as a single specific bill, and then you have your available funds for any remaining money to spend. Those last two make up what you're calling a "spend account"
- You cannot. Simplifi is not a check register counting down how much you have spent since your last paycheck to ensure you didnt overdraw. It is a budgeting tool to track your total spending vs your total income regardless of what dates the transactions fall on.
- You can set up your CC payment as a recurring transaction. It has two pieces, one is a credit one is a debit because that is what is happening in your actual bank and CC accounts.
Wedo778
Re: New Feature Alert: Amount Matching, Check Number Field, and Date Commands!
Amount Matching is now also turned on for everyone!