Best Of
Re: Add "APCU | Center Parc" - Atlanta Postal Credit Union
@RobWilk, thanks for posting your bank request to the Community!
I have moved this out of Missing Financial Institution Requests for now, as I see an option listed as "Members Alliance FCUGA" in Quicken Simplifi that has the same URL you provided above.
Let us know if this bank option works for you!
Re: Unable to connect to First Texas Bank - FDP-103/Care code: not.found (edited)
Ok, this got me thinking a bit. I had to "reset connection" from the Settings > Accounts page. This was successful and I am now successfully downloading transactions again.
Thanks.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Have the ability to exclude from spending plan and or reporting on split transactions. Currently, it is all or nothing on the transaction. I'd like to ability to exclude part of the transaction that is a split.
For example, I have a $100 charge. I split the transaction between two different categories. I want $50 to be excluded from spending plan and the remaining $50 to be included in the spending plan
Re: Please add EquatePlus to Simplifi
I would also benefit from integration with EquatePlus. They allow this as I am able to hook it up with my Vanguard account for consolidated viewing.
Re: FDP-103 Error still exists with Tangerine
Hello @andre,
Thank you for reaching out! As advised here in this thread, can you please let us know if you can change back to a PIN with Tangerine and provide documentation from the bank regarding the move from PINs to passwords, if you are unable to?
-Coach Jon
Re: Imprint - new credit card servicing Crate and Barrel (edited)
I am also wondering how we can add Imprint to Simplifi. I have the Crate and Barrel credit card and as of 10/14 it was moved from Synchrony Bank to Imprint. I don't see an option to add Imprint in the 'Add Account' section. The exisiting connection to the old Crate and Barrel account is no longer working
Re: Gemini account not linking credit card
Hello everyone,
We now have what we need to file a ticket with our aggregation partner, so that has now been done for this issue with Gemini. We will keep everyone informed of updates going forward here.
-Coach Jon