Best Of

Re: Best Account Update Frequencies within Simplifi

I played with it to see if it made any difference to me and how I manage my finances, and it didn't so I returned everything to the default.

TheReal702

2

Re: Support for Stash

Hey everyone!

I do see that Stash Invest is available in Quicken Simplifi via our Finicity aggregator. Please go ahead and create a separate post to report any issues with this connection.

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

Thank you!

Coach Natalie

1

Re: Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

I agree with this post. I'm finding the current Net Worth report chart in Quicken Simplifi is not useful to me because of how the y-axis is scaled. This makes any fluctuation in net worth appear almost flat, even when there are meaningful changes.

It would be extremely helpful to allow users to customize the y-axis range or enable automatic scaling that adjusts to the data range, similar to how many financial charting tools work and investment/balances works.

This feature would improve the data visibility and make the Net Worth chart much more actionable and insightful. Please consider adding this enhancement!

Thanks!

RJE1999

2

Re: Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

Please implement this! The charts (especially Net Worth) are worthless if they are not auto-scaled. Everything just looks like a flat line. Easy fix too.

jc303

1

Re: Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

Another option (not a replacement) would be to make the report be a change over time, e.g. zero means no change, and if 1 month later net worth had increased $1000 then the y axis would be $1000, etc. I think a lot of people may be interested in changes vs absolute.

It shouldn't replace the current report because absolutes are also interesting, but agree the y-axis needs to be more reactive

flintster_99

1

Re: Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

Revisiting this, as it continues to be source of frustration. The Net Worth report is incredibly valuable for helping people learn to break the earn-spend cycle mindset and improve motivation for saving & investing, but the current report's static y-axis means that unfortunately the more people grow their net worth, the more useless the graph becomes.

The new, improved Investments visualizations have had this "axis to fit" feature for over 6 months now. Please prioritize switching the Net Worth report over to the same improved visualizations that Investments use!

KP_9

1

Re: Allow Custom Y-Axis Scaling for Net Worth Charts

@RJE1999, thanks for sharing your suggestion with the Community!

It looks like this existing Idea post should cover what you're looking for:

https://community.simplifimoney.com/discussion/7458/net-worth-report-add-more-granularity-to-the-y-axis-to-better-reflect-small-changes-edited

If so, please be sure to add your vote and feedback! For more details on Idea posts here in the Community, please see our FAQ:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

Coach Natalie

1

Re: FDP-103 error on Ascensus

https://community.simplifimoney.com/discussion/comment/54366#Comment_54366

Natalie, I can not see which original Ascensus connection option I used. After converting it to a manual account, that no longer shows up. I have also tried changing password. It did not solve the problem. When I try to add new Ascensus linked account in Simplifi, it continues to ask for login info, accepts that and then asks security question (eg, SS# or date of birth), and THEN gives an FDP-103 error.

Please escalate the Ascensus connection issue.

Thanks