Best Of
Re: Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)
turb0
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
@Coach Natalie and @Coach Jon,
With 363 upvotes for this feature, this is a very important and basic functionality. This would be a huge crowd pleaser and would allow for many different things to take place or be enhanced as a result.
What is needed for this to be considered with the Simplifi Dev group and management?
Re: Human Interest connection doesn't work with 2FA (but does without)
Hello everyone!
I just wanted to let you all know that the escalation for this issue is still open and ongoing. We are awaiting a fix to be implemented by our service provider. We will continue to keep you all updated here!
Thank you all for your patience!
Re: Bill Connect: AT&T
I definitely agree with you. Like you, it is perplexing. There were complaints about the reliability of the old provider but this one is pretty much useless.
SRC54
Re: I am frustrated with this product
That's what I noticed about manual account balances as well, specifically with transfers from linked accounts. For some bizarre reason, After I make a change, I think the manual balance 'went wrong' with one bank sync, and recovered in the next bank sync. Bank sync's tend to happen at most once every "4-6 hours", presuming you logged in or resynced after that much time.
As per turning on Account to Account transfers, I have had that feature for a while, and you specifically need to turn it on for each account you want to have it on (it does verification deposits into those account, and you have to confirm that amount deposited - of course, anyone with access to your simplifi data could see the amounts). I have almost no reason to use account to account transfers, because chase (my bank) does "real time" transfers to external accounts, and will transfer back within 2 business days— Whereas with Quicken's account to account feature, there is always at least a 2 business day process (there is a period the money is unavailable to you).
RobWilk
Re: Where is (or is) credit score on QBP?
Nevermind, found it under "Planning tools". It's moved, apparently, and I missed the alert.
RobWilk
Re: Bill Connect: AT&T
Thanks. I just wanted to add them as @Coach Jon suggested in his post. I am surprised that we switched to a vender that does not have the catalog of billers that the previous had. Hopefully this is addressed soon, but as of right now I feel that this is a downgrade.
Re: Add a Mileage Tracker for Basic (non-QBP) Users (edited)
I would suggest taking this to larger idea of tracking not only the mileage but the donations and the associated milage.
Re: Health Equity Passkey/FDP-101 (edited)
I’m following the thread below but can’t figure out how to comment on it. FWIW I reached out to HealthEquity this morning and the agent I chatted with said “I see your inquiry above about connection with quicken. It is not because of passkey, we do have a known issue with quicken and our accounts team is currently working on to have it fixed with quicken. Once it is fixed, our accounts team will send a notification about it.”