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Re: Account to Account Transfers (A2A): Share your feedback here!
@RobWilk, I have merged your post here with the official feedback thread for A2A so your suggestion can be reviewed by the product manager working on this feature.
I hope this helps!
Re: Double-subtracting pending transactions for balance -- USAA Bank
I will wait to see if the problem recurs the next time I have a downloaded pending transaction.
If it does I will try the "change/change back" procedure on the bank "Balance type." I suppose the idea there is that Simplifi has started ignoring the way it is set, but will pay attention again if I flip the switch back and forth.
I am reluctant to go the "make all the accounts manual, etc." route in the absence of any suggestion that the problem could be on the bank's side. After all, Simplifi seems to be downloading balances correctly. It's the way Simplifi is handling the pending transactions that is a problem.
DryHeat
Re: Transactions in liability accounts not included in reports (edited)
Thanks for the update. I only recently started using Simplifi (long time Mint & Quicken Classic user), and so far I like it. Hopefully they can get this issue fixed before tax season :) !
Re: Double-subtracting pending transactions for balance -- USAA Bank
Helo @DryHeat,
Thanks for reaching out! Most banks provide a balance that excludes pending transactions. However, if your bank includes them and Quicken Simplifi is also set to count pending transactions, they may be double-counted, leading to a balance discrepancy. Once the pending transactions clear, the balance should correct itself, which I am glad it did in our case!
You can set the account to exclude pending transactions from the balance as you did, just remember that you will have to wait 4-6 hours for the next successful refresh to see the change take effect.
I hope this makes sense!
-Coach Jon
Re: Persistent 324 error with Fidelity (edited)
Hello everyone,
We are aware of the persistent 324 errors with Fidelity. While the issue is being worked on, please follow our Alert for updates:
We appreciate everyone's patience as we work to resolve this matter!
Re: TIAA Reporting Connection Issues
I'm still getting the error with connecting to TIAA.
Re: TIAA Reporting Connection Issues
I've been having the same issue as I've been trying to set up my TIAA account. I can see how you make an existing investment account manual, but how can you set up a manual investment account?
Re: TIAA Reporting Connection Issues
I've been experiencing this issue for more than 1 month, and just now received an FDP-155 error resulting in my TIAA account balances to be zeroed out. It is extremely frustrating for this product to not work with major financial institutions. While errors with TIAA connections have been acknowledged for nearly two months, it would be helpful to have more explanation beyond "we're investigating": is this a TIAA issue, simplifi issue, third-party account connection/authentication issue, etc.? What specific steps are being taken to resolve this problem?
mglev1n