Best Of
Re: Issue connecting two logins with Vanguard (edited)
The other Vanguard connection issue thread was closed so I have to report here. I have tried twice now to break the Vanguard link by making my accounts manual and then adding them again and relinking via the mobile app. Looks like it works but then the next day I get the exclamation points again. This has been going on for a long time. Also, the Ally Bank connection has not been working for a while and the Citi card account has had a "Service is currently unavailable" warning displayed for a few weeks now.
I guess I will have to move on from Simplifi since they have all these connection problems that they can't seem to fix in a timely manner.
cncb
New Feature Alert: Persistent Filters & Views in Reports!
We’re excited to announce a new feature that's now available to all Quicken Simplifi users — both QBP and Personal subscribers — across the Web and Mobile Apps!
What's New?
Your time matters. With this update, your customized views and filters in Reports will now stick around, even when you navigate away. Here’s what you can expect:
- Report Filters: All of your filter selections will stay in place — no need to reapply!
- Date Range: All of your date range selections will also stay in place.
- Report View Options (those behind the gear icon): Now persist across sessions.
- Graphs: Graph customizations will persist across sessions.
- Cross-Platform Consistency: Filter settings in reports persist seamlessly between the Web and Mobile Apps.
A Few Things to Know:
- Each report offers its own individual saved views, meaning that the customizations will not carry from report to report.
- A "Reset Report" button lets you return any report to its default view with a click. This makes it easy to clear everything and start from scratch.
- Web and Mobile reporting features may not align, as the reports don't have the exact same features, so some things will not be preserved between the two platforms.
- The Mobile App has more reports than the Web App, so the Mobile-only reports will preserve data on their own.
- On QBP, the Profit and Loss Report has rows and columns, and sometimes an Interval. This will only be remembered on the Web App, as you cannot set these items on the Mobile App.
This enhancement is all about making your experience smoother and faster! We want to give users the ability to customize their report views, and have those saved so they can be used again and again. We've heard loud and clear that users want the ability to save multiple reports — this is just the first step to that long-term goal.
So go ahead — customize your report views, switch devices, and pick up right where you left off! And please let us know what you think of this enhancement by clicking the link below!
Re: Certain transactions always come auto flagged as "exclude from spending plan" (edited)
Seems like a mistake to roll that out without notifying everyone about the change in how things work or letting it be an opt-in feature.
EL1234
Re: Set up set dates for semi-monthly income
I fixed this myself, ha.
In case anyone wants to know, I edited the series from the transaction, chose Multiple Fixed Dates under Select Frequency, Start date is the next pay day, End date is 12/31/2025 and added each individual days of the month that I will get paid
Re: Personal Loan is a bill and a liability, right?
Hi @Roadog51
Welcome to Simplifi. I'm 71 by the way so hang in there. My guess is that you are probably doing most things correctly already. And the coaches and users here will help make sure you don't waste your time. 😀
I assume you have set up your checking account correctly as well as your credit cards. Have you connected these to your banks so they download transactions? It's not necessary but it is the way the program is designed to work.
Your loans are definitely liabilities and you should set them up that way. That includes the car loan. Your monthly payments are bills as you no doubt surmised and you will set up reminders for them. When you get your statement, it will include monthly interest accrued. That interest is an expense which you enter into the account so it gives you a complete picture of how much of your loan remains. (Note: You could alternatively just treat your loans as monthly bills if you don't care to keep up with interest and how much debt you have. Simplifi though is designed to give you this complete picture.)
As for IRS, it isn't clear whether this is quarterly payments for current taxes. I make those on the IRS.gov site and I have a reminders for those bills too. I can see all my reminders in the Spending Plan as well as in the Bills & Income section of the program. On the other hand, if you have a debt you are paying off to the IRS, then it is just another liability you can treat as another loan with a monthly (quarterly) payment.
If you haven't ever used a financial app like Quicken Classic, for example, this may seem a bit daunting. Just don't worry right now whether every thing is right. Get used to entering (downloading) your transactions for now as you develop your skills and confidence using the program.
I am not aware of the YouTube videos, but we have lots of support articles on this site. Here's two to get you started:
Good luck. Just have fun with it and ask specific questions here. There's a lot of expertise here, and everyone will help.
SRC54
Re: Potential new user questions
Hello @Helen Bacque,
If you are speaking about the different versions of Quicken Classic, we can only speak for how Quicken Simplifi works itself, and provide a basis for what Quicken Classic does as a whole. If you need more information on the specific plans for Quicken Classic, I would suggest checking out the Plans & Pricing page for Quicken Classic and visiting their community:
As for tracking Investments in Quicken Simplifi, we do have a great support article here that you can look through to get a better idea of how this works in Quicken Simplifi:
-Coach Jon
Re: Potential new user questions
As a user of both Quicken Classic and Simplifi, I tell you truthfully that if you want (or need) to track investments in depth, Classic is the way to go.
Quicken Classic Deluxe does a fine job (for me), and there is also Quicken Classic Premier that is geared even more to investments although it was more than I needed:
I suggest you go over to the Quicken Classic forum to see what they think:
If you decide that all you need to do is check on the bottom line of your investments and see your portfolio, you can do that fine in Simplifi, but its investment tools are MINIMAL.
Hope this helps.
SRC54
Re: Potential new user questions
Hello @Helen Bacque,
Thanks for the quick reply! Quicken Classic will have the more advanced investment tracking features between the two programs.
-Coach Jon
Re: Potential new user questions
Hello @Helen Bacque,
Thanks for your inquiry! Quicken Simplifi, as a program, can only accept CSV files if you are looking to import directly into the program.
Quicken Classic can accept QFX files as well from bank websites, as you mentioned. Either way works, but I would say it comes down to personal preference on which program you would like more. Quicken Classic will have more features since it has been around for much longer, while Quicken Simplifi offers a more streamlined experience.
-Coach Jon
Re: FDP-103 error on Ascensus
Thank you for the update. I’m getting the same error as we and have bookmarked the alert. Hoping for resolution soon!
LJM16