Best Of
Re: TIAA Reporting Connection Issues
I too have no luck using the plaid option either. Just get the below message.
Temporarily Unavailable
We are unable to assist you at this time. Please try again later or call 800 842-2252.
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Re: TIAA Reporting Connection Issues
I've tried over and over to connect via Plaid at various times and different days of the week. This continues to NOT WORK 100% of the time.
Re: Support multiple currencies
I find simplifi the easiest to use and most full featured product, but the lack of multi-currency support has me looking at other options. This is a significant issue, and needs to be solved or you will continue to lose users
If you read any investment advice column in the US today, even those for unsophisticated investors, they recommend investing a percentage in assets outside of the US market. Multi-currency is the norm, not the exception for US residents with investments today.
Re: Recommend increasing the columns for the Payee and Category fields (edited)
@Coach Natalie, I can wait and if this recommendation is warranted again, then bring it back to life for possible inclusion.
Re: Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)
@Coach Natalie, thank you for the action and glad that I was able to provide he clarification.
Re: Support multiple currencies
Just another nomadic user chiming in, asking for multi-currency support.
I previously used PocketSmith with multiple currencies but switched to Simplifi a couple of years back. I still believe Quicken makes the superior product, but I can only track part of my portfolio in the app.
Re: Support multiple currencies
From this new user: The lack of multi-currency support is disappointing.
Re: Support multiple currencies
I tag all my foreign transactions with the currency type, when I export the transactions I can convert the values to a common currency. Awkward but lets me visually see which entries are in a foreign currency.
Would be nice if they supported multiple currencies.
Re: Support multiple currencies
It's sad that they don't listen to such a simple yet long overdue feature request…
Re: Support multiple currencies
I hope this is a feature that is being worked on. Please add this feature!

