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Re: Import transactions from CSV no longer triggering Rules
Note: The strangest part is this feature used to work automatically!
I have been a simplifi early access user since 2021! So I've been here likely longer than most. Since I live internationally and transact in non-USD foreign currencies, 90% of my transactions are imported (after I manually make the forex adjustments to USD).
Over the years, I have accumulated 1762 rules and up until about 6 months ago, those rules were automatically applied to my imported transactions which was fantastic (and intuitive - after all, why wouldn't they!?)
In the past 6 months, for whatever reason, my rules were no longer automatically applied to my imported transactions, although they continued to work for my synced accounts (non-imported transactions).
There is also no way to manually trigger all rules to execute, instead I have to go rule-by-rule, to trigger the rule to apply to existing transactions, which is not practically with thousands of rules and thousands of imported transactions every month.
Can you please bring back (and/or apply a new feature) so that Rules automatically apply to imported transactions? (After all, why shouldn't they???)
Heros K2
Re: Amount Matching: "Limited Range" option not matching correctly (edited)
Hey @DryHeat, Coach Jon will be back tomorrow and will continue to review this with you. I just didn't want to leave you hanging in the meantime.
Thanks for your patience!
Re: How do I show third level categories transactions in [planned spend]?
User @SRC54 had a similar problem with "grandchild" level categories, as described in the thread linked below. He was able to fix it by recreating the categories. I have no idea why that would make a difference, but it did for him.
DryHeat
Re: Prompt Payer Badge… I WAS doing so well!
Hello everyone,
I just wanted to follow up here to let you all know the ticket for this issue is still open and being worked on. I gave it a bump to see if we can get some action!
Thank you all for your continued patience!
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.
Jarrod
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.
jondehen
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.
Rachelk
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!