Best Of
Re: "No Data Available" in the Net Worth report for Mobile (edited)
OK. Not sure why it isn't working for me when the report opens, but not a big deal as overall the fix works and it is not difficult to select the desired Date range again to get the data to display.
I tried several different ways to capture a screen shot and was unable to do so on my Pixel 7 phone.
Thanks for the quick response in releasing version 5.35.2 with a fix for the report. I can live with the minor inconvenience that I'm having.
rjg5060
Re: Osaic and Equipt
Hello @Chilly,
This post is a financial institution request. This means users may vote for and follow this post if they wish to have this bank added to Quicken Simplifi. That does not necessarily mean that the bank will be added, but we will be sure to update this post if we receive more information on the status or if it will be added in the future.
I hope this makes sense.
-Coach Jon
Re: When you know you are wealthy
I’d just be happy to have a positive net worth like I had two months ago
RobWilk
Re: T. Rowe Price Retirement Plans - FDP-102 Error
I agree with @CJM. After a month of nothing being done to correct the problem, the "we know the problem exists, and we're doing what we can" just doesn't hold any weight. I'm sure the moderators / admin on this site want it fixed as much as we do, but I wonder at what point they have lost any credibility in responding by just saying it's still broken. If it can't be fixed in over a month (and this is true with now with TIAA and T Rowe Price for me as well), then more information and transparency is needed. These are not minor institutions/banks, and neither is Quicken, so it makes me wonder if anyone is really working towards solutions. If that level of brain power can't fix it, makes you wonder. It's really ruining an otherwise functional and good financial app.
lwyman
Re: T. Rowe Price Retirement Plans - FDP-102 Error
Natalie. Being aware of it and fixing it are 2 different things. Especially since you are still charging full cost. When cable or cell services are down , we receive a credit. I recommend every cancel their subscription just based on the terrible customer service.
Re: T. Rowe Price Retirement Plans - FDP-102 Error
Would be helpful to share what actions have been taken to date to troubleshoot and what is the next action and target date. You could also start to proactively communicate. If there is a blocker that is taking you time to develop a solution for the best thing you can do is provide transparency and let everyone know you will provide an update based on the estimated time to resolve.
CJM
Re: Correct Setting for an Account that downloads Balance that already includes pending transactions
Thanks again @Coach Jon. I think this whole thing needs rethinking, but in the meantime, I'll continue to use my workarounds to avoid Simplifi's faulty AI and make my data match reality. In other words, if my bank counts one of my pending as cleared, I'll just clear it!
SRC54
Re: Add OneFinance/OnePay to Supported Banks (edited)
Unfortunately, manually managing my account transactions is precisely what I wanted to avoid. [removed competitor mention], the other software I am experimenting with, has no problem linking my bank. So despite the fact that I prefer the quicken experience otherwise, right now the lack of bank integration is a deal breaker. I will hold out hope that the integration can be fixed in a timely fashion, but otherwise a budgeting app that can't track income is about as useful as a calculator that can't add.
When you know you are wealthy
According to a poll I saw the other day, one is wealthy once his net worth is $2.3 million dollars.
I am 71, and I am not going to make it.
SRC54
Re: Recurring Charge on 30th - Doesn't Appear in February
Thanks, Jon! I've updated the series accordingly. That said, it feels like Simplifi is putting a lot on the customer to work around this when a simple coding update and push could make this turnkey for those paying for this product.