Best Of
Re: Add the "-" minus sign to expense transactions (edited)
Can you open a vote for this? Really want to have this preference display choice with negative mark for expense. It immediately give me the sense that something is deducted from my total net worth. Showing only by black color is not straightforward. For example, you use + with green color to show credit in the account, why not using - with black color to show debit. If you have +, there should also be -. For people that has weak visual response to colors, there is not much difference between green and black, which is not a user friendly for people who have visual impairment.
Re: CTFS - Canadian Tire Financial Services
I see that Canadian Tire Bank was requested for Simplifi back in February, but I don't think the correct login URL was initially given, and nothing has been done.
If you could look into this, that would be greatly appreciated, as it is used by millions of Canadians.
Name of the Institution:
Canadian Tire Bank (Canadian Tire Services Ltd. (CTSL), doing business as Canadian Tire Bank)
Login url:
https://www.ctfs.com/content/dash/en/public/login.html
Thank you
Re: CTFS - Canadian Tire Financial Services
I would like CTFS to be added as well. Thank you
Institution: Canadian Tire Bank
Login:
Re: CTFS - Canadian Tire Financial Services
Please add CTFS, one of the accounts that always worked fine under mint so should not be a technical issue. Thank you!
Milliman Benefits lost connection and won't reconnect
I have my 401K through Milliman Benefits. All of a sudden, it lost its connection with Simplifi and can't reconnect
Re: FDP-101 error with Fidelity (edited)
Look, I know that getting things to work sometimes takes time, however Fidelity has been unable to connect since June 28th. As a retiree, and a paying customer to your service, I feel an update is needed at this point. To just say we have no idea when this is going to be fixed is not acceptable.
Re: Unable to connect to Truist (edited)
I would try a login on my Truist account from a compute and be sure my account did not a have a none texting number in addition to your mobile number. Next try login to Simplifi using the web app and try a reconnect. My Truist account only requires a verification code occasionally and it works fine on the computer but have never needed it on the Mobile app.
Mobile Releases 5.8.0 - 5.8.2
Hey everyone!
Here are the issues and features we were able to tackle with the 5.8.0 - 5.8.2 Mobile Releases, released July 1st, 9th, and 11th:
- FIXED: Deleting a Savings Goal from the details view navigates to the previous page visited instead of the Savings Goals page.
- FIXED: The Security field is blank when editing an Investment Transaction with a custom security.
- FIXED: The 'Create' button overlaps the Attachments field in the Transaction Detail view.
- FIXED: Long Savings Goal names are not truncated in the Monthly Summary Report.
- FIXED: Minor fixes for Zillow.
- FIXED: Minor fixes for Planned Spending Rollover.
- FIXED: Various errors and crashes.
- ADDED: A 'Digital Cash' Account Type.
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!