Best Of
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
Re: Past issue with recurring transactions and projected balance still happening? (edited)
@jaarso, thanks for posting your inquiry to the Community!
I'm not aware of any issues currently that cause reminders to not be counted in Projected Cash Flow, even when 'past due'. Quicken Simplifi definitely offers a 30-day money-back guarantee, so you can try out the program for 30 days again if you'd like.
I hope this helps!
Re: Savings Goal Doesn't Update
Hello @Coach Jon
I haven't heard anything back but I checked today and it seems to be working again.
Thanks.
Re: Visa Provisioning Transactions
If those are what I think they are, and not actual transactions you will have to pay back, I would just delete them. Is this a new account? I only got those once, and it was a manual account, and I think I never bothered to enter them. The amounts are just 0.00, right?
But if you want, you can categorize it as a bank fee.
If I have it wrong, please ignore me. 😀
SRC54
Re: HealthEquity Savings Account Showing Zero Balance (edited)
This issue is ongoing - no timely updates or resolution?
BrandonG
Incorrect bank balance/transaction sync completely screws up projected cash flow (edited)
Exactly the same issue as I raised back in in December, which was the same issue that I raised in September before that:
It had actually happened again a few months ago, but then seemed to fix itself. Now it's back.
When this happens, the projected balance is worse than useless, as it gives false information and I'm left to not only notice that something "isn't quite right" but then I have to go log into my bank account to see what transactions align with the balance that Simplifi is showing. The whole point of products like Simplifi is so I don't have to log into multiple accounts…
The balance projects was the key feature that had me choose Simplifi over others. As my 1 year date approaches I'm going to be forced to look for alternatives, not only because this feature doesn't seem to be working, but it seems that Simplifi seems technically unable to maintain this functionality, which is boggles as it's a simple math problem at the end of the day…
Is there any further guidance on why this issue keeps coming up? Please see my previous two issues that I reported on this as they have ALL the relevant details, it's very literally the exact same problem.
Re: Savings Goal Doesn't Update
Hello @brucelee1968,
I did check on your recent ticket with support again, and can see that it is still being investigated/worked on. They should reach out to you soon with an update or solution for this issue, so be sure to be on the lookout for when they do.
-Coach Jon