Best Of
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Hello…Is it possible create rules that will include matching on a dollar amount? This would help on my Apple transactions. My Apple transactions for Apple Music, iCloud and software subscriptions all come over with the same information. The only way I can distinguish between the different transactions is by the amount of the transaction. Thanks.
Re: Nationwide Retirement NOT resolved - FDP-106 (edited)
Thanks for the clarification, I was thrown off just like the OP here.
I have been getting FDP-106's from Nationwide 401k for quite some time now. Perhaps related to
Hoping for a resolution soon!
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
I realize the Simplifi is the new kid in the block. But please add more security, just SMS/TEXT pin code is not enough. can we include MFA Google Authenticator or Microsoft auth, etc.. Also Email pin as an option would be great too.
Also if you had an option to send email notification or even SMS whenever we login to let us know so and so/from some where just logged in, that would be great. Since all our financial data is centralized in one place as you can see it makes sense to be little freaked out ;)
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
Would be nice to see an update on this considering security should be number 1 on the list of things an app like this embraces.
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
My SO and I share the login and having 2FA with SMS sucks as one is dependent on the other person being around. Having MFA using an authenticator app is a no brainer. It would be great if the the app team can provide an update on this.
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
PLEASE ADD AUTHENTICATOR MFA TO THE APP!
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
I am new to Quicken as it was highly recommended. I started to set up my information but found that Quicken only offers antiquated 2FA using email, SMS and phone calls. These are susceptible to hacking and SIM swapping. Since these vulnerabilities are well known and since the information we are uploading is highly personal I was expecting to see OTP 2FA ( I use Microsoft Authenticator and Google Authenticator) and I was also expecting to see software and hardware passkeys offered (I use Yubikey).
I don't understand why the more secure 2FA methods are not offered as they have been around for a long time.
I see many comments on this subject here in the community and it looks like Quicken is not interested in protecting their customers data.
I am not interested in using the older methods and though Quicken is an amazing product, I am seriously considering cancelling my account.
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
It would be good to learn from Coaches or whoever has ownership of Simplifi why this is not on the roadmap. Are there technical blockers? Or is it that they think SMS is fine?
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
There absolutely needs to be a secondary verification appliance built into the login system.
I do not feel safe even having my bank information here, let alone my retirement and investment accounts without it. It might be that I should use YNBA instead.
+infinity votes to add MFA to the login.
Re: Reminder- Zero Balance
I would say it's normal. There won't be a transaction downloaded with which to match it. So I do what you do and delete the now unneeded reminder.
FWIW, I have other reminders that I have to delete for the same reason. For example, I get dividends on the last day of the month that I want in my Spending Plan so I have a guesstimated reminder for those each month. When the dividends come in as deposits, they show up in my Spending Plan but since Investments don't support reminders, it won't link so I have to delete the now redundant reminder.
SRC54