Best Of
Re: Prompt Payer Badge… I WAS doing so well!
I haven't been able to get my Prompt Payer badge to work beyond one month in February of 2024, so glad to hear I'm not the only one. I had given up on it, but I may submit a ticket and see what I can figure out since it sounds like a few people have gotten it working.
Re: CIT Bank N.A request-body-field error
Hello All,
We do now have a Community Alert that you can use to track the status of this issue. To be notified of any updates, once available, please bookmark the alert linked below:
Thank you!
Re: Add OneFinance/OnePay to Supported Banks (edited)
@Coach Natalie - Adding my two cents for consideration. I, like others, have the new OnePay CashRewards Card, which is supplied through Synchrony Bank.
In researching the issue, I found the following info:
1. Synchrony Bank provides many "branded" credit cards for multiple stores (see list here). One example is a Lowe's credit card, which is available in Simplifi with the login URL of https://lowes.syf.com/login/
2. Synchrony does list a Walmart branded card with the login URL of https://walmart.syf.com/login/ HOWEVER, the OnePay card is a different card and a customer with a OnePay card cannot login here nor create an account. I mention this in case anyone else comes across this with the same idea.
3. OnePay's primary login URL is: https://web.onepay.com/
4. There is a secondary login URL for OnePay: https://synchrony.com/accounts/ which redirects to https://id.synchrony.com/idp/en
5. The secondary login, once logged on, has the URL: https://www.synchrony.com/accounts/ (see attached synchrony-final.jpg). All transactions, balances, etc are visible in this portal.
TLDR: it appears that there are two separate ways to login to view OnePay CashRewards Card: the first through OnePay's site, and the second through Synchrony's site.
Given the above, all Simplifi needs to do to import account data for OnePay is to add the correct Synchrony connector. Simplifi supports two existing synchrony.com accounts, attached. Neither of these two supported accounts work with OnePay credentials.
Question
Can Simplifi please revisit the OnePay connector given that Simplifi already has existing connectors directly with Synchrony, using the secondary login from point #4 above? I know one of the hangups with this integration was OnePay, so it might be better to work with Synchrony directly instead.
Thank you, and please reach out if I can be of any assistance in testing.
Re: How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.
Like others, this is becoming disruptive. It’s been down for a whole month so I’ve lost tracking that whole time, and we’re in holiday season now. My renewal with Quicken is coming up and I want to know if this ever will be resolved or if I need to find a new tool.
Re: CIT Bank N.A request-body-field error
Hello All,
Thank you for letting us know you're seeing this issue. To help us further investigate this, please send logs. To send logs, please follow these steps:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
Thank you!
Re: Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)
But if excluded, the reminder still shows up somewhere where you will see it?
Right. It shows up in the reminder carousel of the account that it is to be paid from.
It also shows up in the "Excluded this month" panel of Bills (or Income) in the Spending Plan.
DryHeat
CIT Bank N.A request-body-field error
I'm receiving Care Code:request-body-field when trying to log into CIT Bank. I've reset my password to see if that would help with no luck. Confirmed credentials were entered correctly. Any suggestions on what's causing the error and how to resolve?
Re: Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)
I name each annual and semi-annual savings goal with the {Year.Month plus name} it is due so it's easy to distinguish.
After I try this experiment with Expense Series Rollover — if it doesn't work out — I will probably go back to doing pretty much what you are doing.
I can at least hope that within a year or so Simplifi will enable us to hide completed Savings Goals.
DryHeat
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
please add this ability.
