Best Of
Re: TIAA Reporting Connection Issues
My TIAA account synced just now. It still says it's unavailable and I got the warning when I entered my 2FA, but the balance is correct as of today.
meoge
Re: Ability to see a Total for all Planned Spending Items (Original & Current) [edited]
@RobWilk - I don’t think everyone lives in a perfect world. Plans are rarely executed as planned. I think what the person is asking is a simple way to measure progress against the plan. The absolute worst thing to say to someone is what you said - which I interpreted is ‘tough luck because you should have planned better’. How on earth can anyone plan their groceries, gas, and other items down to the penny. It may be called a Spending Plan but it’s effectively a budget by definition and functionality. Some companies are moving away from the word budget as a concept to help people understand how to budget.
Simplifi does a ton of things right. But any financial software should tell someone how they are spending relative to their plan/budget. It’s unbelievable why that information isn’t being provided. If you don’t want to know and would rather wait for an emergency and not see it coming then just don’t look and your progress.
I don’t mean to be harsh but I just don’t understand why it’s so hard to ask for a number that states - here’s what’s remaining from your plan.
BenB
Re: Ability to see a Total for all Planned Spending Items (Original & Current) [edited]
It would be very helpful to be able to see how much of my planned spending I have left for the month, in preparation of releasing the funds.
Re: Security Federal Savings Bank - IN - FDP-390 (edited)
Thank you for your reply,
Based on the first screenshot you provided, you have not made the affected accounts manual. Instead of clicking the 3 dots next to the financial institution, please click the 3 dots next to each affected account. When you click the 3 dots next to an account, you will see an option to make it manual.
I hope this helps!
Apple Wallet integration in a Household
My wife and I use the same Simplifi, her having her own log in credentials and we both have our own Apple Cards and Apple Cash (not through Apple Family Sharing but two actually separate credit cards). When trying to connect both, Simplifi reports an error and we cannot add both of our Apple Wallets. The App asks me if "I got a new iPhone" which, I am guessing, is prompted by the fact that we are trying to add another Apple Wallet from another iPhone.
Can Simplifi Resolve this issue? Is this a problem for anyone else? Or is there such a problem with other banks? I would think if there are two different log-in credentials used on the same Simplifi dataset each should be able to add their own stuff. Otherwise what's the point? Families use this app and I would bet I am not the only one with similar issues.
Thanks!