Best Of
Re: T. Rowe Price Retirement Plans - FDP-102 Error
I was able to connect to T. Rowe again a day or two after my July 30 post above, and it's been working fine for over a week now. Hope it's working for everyone else, too.
Re: Report export no longer showing parent category for subcategories (edited)
I received an email as follows while working in the system:
Welcome to Simplifi 😄 I’m Coach Alex I’ll be happy to help you today. |
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Coach Quicken |
I think part of the problem may be that I have two separate accounts with Quicken Simplifi one for my record keeping and the other for my daughter's record keeping. The email I received must have been from a coach that was not aware of the open ticket - not sure I was either but in any case I am now and will reference it in any further inquiries. What is very strange is that I received a request day before yesterday to see if the problem had been corrected and when I tested it yesterday, it worked just fine but today it was back to the same issue. Here is the request I received:
Hi Kristen!
I hope you are great.
Regarding the import of your CSV file, can you please try again to import he CSV on Simplifi and let me know if you are still seeing only the sub categories instead of the main Category.
I look forward to your response!
Quicken Simplifi Support.
Re: Truly Handle Fidelity Cash Management Account (CMA) as Checking, not Investment
I would second the notion to allow Fidelity CMA accounts to be classified as checking accounts. I use Fidelity CMA for all my bill paying and currently it is very "clunky" to use within Simplifi.
amdrtech
Re: Add an HSA Investment account type (edited)
I have a Health Savings Account, which I currently track as "Other Investments". It would be nice if I could track this as the account type it actually is.
usercat
Re: Add an HSA Investment account type (edited)
Yes, being able to add would be great. Don't know why it's not already here, lot's of people have HSA/FSA accounts
Jim O
Re: Add an HSA Investment account type (edited)
mverbree