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Re: Bills and Income missing
Hello @LVance,
Thanks for the additional replies. At this point, there is unfortunately not much we can do here to restore the deleted recurring series. I would suggest recreating them at this time; however, we also have a new related alert where users are missing newly created reminders from within the Bills & Income tab and the Spending Plan.
I would advise waiting until the issue above has been resolved before recreating the new series, and in the meantime, following the alert for updates, as we will be posting status updates there as we receive them.
I apologize for not having a better solution.
-Coach Jon
Re: New Recurring Transactions not showing up in the Spending Plan (edited)
Thank you! I will just keep as a planned spending until this is resolved.
Re: A warm welcome to our newest Superuser!
@DryHeat - there you go, and thanks for all your help you have provided me.
Re: "Service is currently unavailable" icon next to accounts (edited)
Hello everyone,
After checking with my product team, I have verified that this icon is added when a financial institution is experiencing issues within Quicken Simplifi. When there is no longer a reported issue for the financial institution in question, our product team removes the icon.
If your bank is updating normally within the program, you can ignore the icon for the most part. I hope this information helps!
-Coach Jon
Re: Bills and Income missing
I hope the coaches or product team will be able to help you recover the missing Reminders.
QS provides some limited download capabilities for historical transactions, but none (that I am aware of) for the important user-entered information that goes into the Recurring Reminders. Maybe it should.
In the meantime, your report spurred me to take some protective action. I took multiple screenshots of my list of Recurring Reminders. (Like you, I have around 50 reminders). I combined those screenshots into a PDF so that, if this happens to me, I will at least have some clue as to what is missing.
DryHeat
Re: "Service is currently unavailable" icon next to accounts (edited)
"If you reset the connection for the account, does the cloud icon disappear or remain?"
There turned out to be no need to reset. The cloud icon disappeared on its own. All seems normal now.
QS won't try to update again for a few hours. I'll let you know if the problem recurs.
DryHeat
Re: Human Interest connection doesn't work with 2FA (but does without)
Thanks @Coach Natalie. I found the issue I am experiencing in the forum and will post there. To summarize the current state of things, there is no working way to connect to Human Interest (with, or without, 2FA).
https://community.simplifimoney.com/discussion/12861/fdp-103-for-human-interest-401k
clintval
Re: Human Interest connection doesn't work with 2FA (but does without)
@clintval, thanks for the update!
The QCS-0429-2 error means that you will need to allow a full 24 hours from the last failed attempt before trying again. I would recommend not disconnecting and reconnecting the account until some time has passed.
If the issue persists after doing so, you will want to create a separate thread for the separate issue, as this thread is for the bank not working with MFA enabled.
I hope this helps!
Re: Ability to rearrange accounts, catagories etc.
@Mark23, thanks for posting to the Community!
The ability to rearrange accounts in the Accounts List is not currently supported in Quicken Simplifi. We do have an Idea post requesting this ability that you can vote for, though!
Quicken Simplifi also doesn't support the re-sorting of Categories in Settings either, as they are listed alphabetically. I'm not finding an Idea post for this specific sorting ability, so feel free to create one so other users can vote on it and our product team can review it. For more details on Idea posts here in the Community, please see our FAQ here:
I hope this helps!
Re: "An error occurred." message/accounts not updating (edited)
Just tested opening Simplifi again and all my accounts refreshed successfully. Editing a transaction worked, too. Thanks for the quick fix, Quicken team!
KP_9