Best Of
Re: Wealthsimple [connectivity] works again
Hello @seshwan,
Thank you for the update and letting us know that Wealthsimple is now able to be connected to within Quicken Simplifi! I am glad you were able to get connected. I will make sure that our support article is updated to remove Wealthsimple from the Unsupported Banks list.
-Coach Jon
Re: Restoration of Data deletion by mistake
Thanks. Will manually do it this time. Also did a vote for the update.
Palavis
Re: Ability to search for original payees/"Appears on your statement as..." info (edited)
It would be helpful if the Transaction Search box included searching on the field for the original transaction name as it appears on the provider's transaction.
For example, if I click on a transaction that has its Payee named to "ABC Coffee Shop" and it says "Appears on your <bank> statement as Amazing Best Coffee Shop on <date>." It would be great if searching for "Amazing" included that transaction.
alkaboy
Re: ⭐️ 1 Star – Love almost everything… but this one flaw ruins it
@larenl ,
I don’t understand this post. You can already create Planned Expense series in the Spending Plan at any category level you wish. Also, like @RobWilk said, you can also do this using Watchlists.
Could you maybe provide some screenshots to help us better understand?
Flopbot
Re: Ability to auto-backup and restore data (edited)
@Flopbot I've definitely heard of them restoring one-user's backups here in the forums before.
I do not know what criteria they offer for deciding to restore.
I should've tried that after my May→Late July "Experiences". Too late now, i recreated everything fresh.
RobWilk
Re: TIAA Reporting Connection Issues
Hello @Gaboose and @ams-chicago
I would suggest following our Alert for updates moving forward for this issue you are seeing, since it is similar and most likely the same issue:
In the meantime, you can track your TIAA accounts manually by adding manual transactions, which will keep records up-to-date. Here are the steps to do so:
If the account is an investment account, the manual tracking steps are a little different:
- Make the account manual so you can add and edit Holdings:
- Add/edit your Holdings to keep accurate records: and
We appreciate your patience as this issue is worked on!
-Coach Jon
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
How is this acceptable for a finance app not to have proper MFA support in 2025? It's a big mistake switching to your app. It worked initially and got a SMS at least, and for any new logins from a different workstation or a different phone, it's not forcing MFA at all. Speaking with support hasn't been productive either and they are just saying they are aware and working on resolution. Please fix MFA first and add app based MFA instead of SMS.
pr@dk
Re: Income & Expense Report: Share your feedback here!
SUCCESS!!
When i went to my "General" tab under "Settings", I saw this:
I turned early access to OFF, then saw the chart "Net Income" (instead of "Income & Expense") and it was working perfectly. Just to check, I tried toggling the Early Access on/off and verified that the reports changed names each time and that the failure only occurred when Early Access is set to ON.
THANK YOU FOR THE HELP!
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
MrGood
Re: Splitting a deposit
I'll add that if you want to do the reverse of what the category expects (for example, if you're getting a reimbursement for an expense and want it counted against that expense), you'll want to put either a plus or minus sign in front of the amount that you type in. It's a little counterintuitive until you get used to it.
EL1234