Best Of
Re: Persistent 324 error with Fidelity (edited)
Hello @jto692 and @Bill Barol,
Thanks for the reply! To clarify for everyone, the balance shown for connected investment accounts in the Account List is provided by your financial institution and may vary based on when the account was last refreshed and when share prices are updated. In contrast, the balance in the Investments tab reflects the market value of your holdings using the most recent share price data.
I hope this clears up any confusion!
-Coach Jon
New Feature Alert: Planning Tools Menu Now Available!
We’ve made it easier than ever to access the tools you rely on for financial planning — introducing the new Planning Tools menu, now live on both the Web and Mobile Apps!
This new navigation option brings together your favorite planning features in one convenient place, starting with:
- Retirement Planner (web only) — previously under Savings Goals
- Credit Score — previously found in Reports
And there’s more! As part of this update, we’ve also made a couple of structural improvements:
- Refund Tracker is now called "Refunds" and has moved to the Bills & Income section.
- All Recurring under Bills & Income is now "All Series" for better clarity.
This update not only makes it easier to find key tools but also sets the stage for exciting new planning features in the future. We hope you enjoy the improved experience!
Re: Persistent 324 error with Fidelity (edited)
Happy to report the finicity connection is working well for me.
Re: Past issue with recurring transactions and projected balance still happening? (edited)
ok thank you. I’ll give it another try.
jaarso
Re: Certain transactions always come auto flagged as "exclude from spending plan" (edited)
Hi, @UrsulaA, @DannyB and @Coach Jon , thank you for your replies.
Let me try to address your questions. Before I do, just a quick note: I'm happy to share more with your support team, including logs, if that would help them figure this out more quickly.
- Yes, "Cashback" is a custom category under Income. I have a rule that categorizes any transaction with "real time rewards" in the description as Cashback.
- What are real time rewards? US Bank offers this feature on one of their credit cards. If you have enough points and make a purchase in a qualifying category (like Uber rides), they immediately credit your account using points. For example, I spent $11.95 on Uber, and a few minutes later US Bank credited the same amount back to my account. I prefer to track these as Income/Cashback, and that's how I’ve set it up.
- I only recently started seeing this behavior. I don’t recall it happening in the past. It seems to have started a couple of months ago.
- @DannyB , as mentioned above, these are not refunds for returned purchases. And yes, in the past, the “exclusions” fields were left blank.
- This is not part of a recurring series. It only occurs when two conditions are met: (1) I use the card for a qualifying purchase (e.g., Uber), and (2) I have enough reward points to cover the cost. For example, I could take an Uber tomorrow and not get a cashback if I don’t have enough points in my rewards balance.
Thanks again for your replies.
nrp06
Re: Accounting for Rolled Over Planned Spending Cash
Please add this functionality. We need to be able to keep track of our rollover funds. By disconnecting the rollover amounts from actual funds available, it makes it very difficult to have any sort of accountability around that spending.
azs0018
Re: Accounting for Rolled Over Planned Spending Cash
I voted yes for this. Rollover (if used) is obligated money from leftover funds in another month and are in either a checking or savings account probably. I have a workaround to add some of those funds back when I need them but that should be native to the app.
I would suggest either deleting the rollover feature or completing the feature by allowing the addition of additional funds to a budget without tying it to a transaction.
BenB
Re: Can't add Fidelity Cash Management Accounts
I tried just now (afternoon of the next day) and all CMAs were successfully added to Simplifi. Thank you!
Re: payee names cut off in the register when hovering and editing (edited)
Hello @cchatham11,
Thanks for reaching out! I merged your post here, as it was already reported here. We did implement a fix for the upcoming 4.66.0 Web application release. Be sure to let us know if this issue is resolved when that version rolls around!
-Coach Jon
Re: payee names cut off in the register when hovering and editing (edited)
Hello @EL1234,
I am not aware of when that will be myself, but we will be sure to let everyone know once that occurs!
-Coach Jon