Best Of
Re: Cetera and AdviceWorks
Bumping here as well. This account makes up a large majority of my retirement.
begones
Re: Cetera and AdviceWorks
Please add AdviceWorks and/or NetXInvestor (Cetera) brokerage accounts to supported financial institutions.
jrw277
Re: Cetera and AdviceWorks
Same as above. This is a big piece of my portfolio and I would like to connect it in Simplifi.
Re: Can't obtain credit score
I tried disabling all anti-virus and -malware program, and I don't routinely use a VPN; I got the same result as before. (Incidentally, it would simplifi things if Simplifi would remember things like my home address so I wouldn't have to input them every time I tried something new.) Thanks.
Re: Create a Rule with AND condition instead or OR
Sure, I saw that @RobjWill718 asked for both an "OR" condition and a "Dollar Range" condition.
But my question was only about whether keywords are treated as "AND" or "OR" conditions:
Is it true that the key words in a rule (using "Contains") are treated as "OR" conditions? Does that mean that a rule will match a transaction if it contains ANY of the keywords?
As I noted above, I'm uncertain about this because while @RobjWill718 and I thought keywords were treated as "AND" conditions, @geekcred and the support article indicate that they are treated as "OR" conditions.
I'm just wanting to know which way it works so I can fashion my rules correctly. Can you help?
DryHeat
Re: The year is officially halfway over!
Splurge: 30-day trip to visit Australia, New Zealand and Tahiti.
Savings Goal: 2026 travel adventures.
DannyB
Re: Income & Expense Report: Share your feedback here!
Overall it's a nice update. I don't see the ability to "compare" in a graph format like Mint had. For example, spend YTD Vs. the same period last year in a graph with the ability to deep dive by category.
Re: The year is officially halfway over!
Only 193 shopping days until Christmas.
https://days.to/christmas/2025/12/25
neon45
Re: The year is officially halfway over!
splurge- AirPods 4 and fancy birthday dinners
savings Goal second half of the year - vacation funds for next year
UrsulaA
Re: The year is officially halfway over!
My splurge this year was the same that it is every year: taking a vacation to visit Dad. Travel expenses, eating out frequently, and buying stuff for Dad does get rather expensive, but getting to spend time with him is worth it.
I don't really have a lot of savings goals. I have a perpetual goal where I set aside a specific amount of each paycheck for vacation, unexpected expenses, and emergencies. I also have a 5 year goal, where I'm setting aside a little extra each month so that when my furnace reaches the end of it's expected service life, I'll have enough on hand to replace it, when needed.
