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Re: Target Circle Card won't download new transactions

@Coach Natalie and @Coach Kristina - I bookmarked

https://community.simplifimoney.com/discussion/12440/ongoing-5-15-25-target-red-card-missing-transactions

However, I do not see any updates since 5/29. Can you please provide an updated status?

Kurt Schumacher

1

Re: Simplifi User Interface and Capabilities questions

@NivaR

All possible notifications are found under Settings>Notifications. Offhand I don't see what you are looking for.
There is no way to delete or turn off the Dashboard cards, but you can simply click on "Transactions" in the left-hand menu (or click on "Banking" in the Accounts list for a full screen view of account data.
I'm not aware of any way to download a complete data set of ALL accounts data in one file. I'm not sure you can even do that in Quicken Classic, but since the QC data file is saved to your personal hard drive, maybe there is a way to get that data in one file. Since a csv file is useful for importing to a spreadsheet, there are ways to connect your spreadsheet to your financial institutions for direct download of account data. Seems you might want to check into that rather than trying to "untangle" the data from another app like QS or QC.

You will certainly hear from other users who can perhaps help you more adequately.

Good luck.

DannyB

2

Re: Investment Transactions should not categorize "Fees" as an expense (edited)

@SRC54 — I think the answer is even simpler. I didn't realize that you were talking about a category that is only available for investment transactions. I was looking at the general category list. I see it now.

DryHeat

1

Re: No Tag Filter (edited)

@ronlm, thanks for posting your feedback to the Community!

It sounds like you are looking for this ability:

https://community.simplifimoney.com/discussion/1103/add-a-filter-for-untagged-edited

If so, please be sure to add your vote and feedback to the Idea post, and follow it for updates! For more details on Idea posts here in the Community, please see our FAQ here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

Coach Natalie

1

Re: Handle Linking and Categorizing Transfer Transactions Better (edited)

I agree with everything in the original post with one exception: it's fine if transfers from the source side are automatically linked to transfers on the target side where the date differs. Often time, a transfer shows up on one side as cleared one business day before it registers on the other side. Sometimes it may take few calendar days for one side to show up due to holidays or weekends.

So, it's fine if transfers from the source side are automatically linked to transfers on the target side where the posted date differs provided Simplifi applies the proper rules and fixes (if these aren't in place currently, please add):

The transactions are dated within 3 business days or less of one another.
The transaction dollar amounts are exactly the same.
Like the original poster requests, there needs to be a way to link a transfer on the source side with a specific transfer on the target side. (i.e. Link *this* one with *that* one), so the user can quickly fix any transfers that were incorrectly linked by Simplifi. Currently, it's a nightmare to unlink paired transactions because Simplifi wants to delete one of the transactions in the process.

Duke0486

1

Re: Issue connecting two logins with Vanguard (edited)

Since the recent Vanguard API update, I have been unable to connect two separate Vanguard accounts (both are Roth IRAs) to my single Simplifi account. If I successfully reconnect one account, the other immediately disconnects and shows a Care Code 324.

I reached out to Simplifi support and was told that due to the changes in Vanguard's API, it is no longer feasible to link multiple accounts that have separate login credentials. The suggested solution was to merge the two Vanguard accounts under a single login.

The problem is that this is not possible. Vanguard's policy, as it pertains to Roth IRAs, does not allow for two such accounts to be held under one login. This means the recommended workaround is not a viable solution for me or for any other user in a similar situation.

This issue is a significant barrier to using Simplifi to track my full financial picture. I'm hoping that by posting here, the development teams at both Simplifi and Vanguard can be made aware of this incompatibility and work towards a permanent solution.

Derrick R

1