Best Of
Re: Ability to run Reports by Subcategory (edited)
@Coach Natalie how many votes are necessary to consider the “idea” for development? I would merely call it “an idea” as this is clearly a lack of the feature on the mobile apps. This is such a trivia feature which is available in [removed] and was a basic feature of Mint. Lack of parity between desktop browser and mobile apps for this simple ask is truly baffling. I hope the Simplifi team can reconsider priority for this feature.
Re: Issue connecting two logins with Vanguard (edited)
@Coach Natalie @Coach Jon @Coach Kristina OK, this issue has gone on for far, far, too long. Be honest with us — is it ever going to get fixed? Talk to your engineers. Give us a timeframe.
I have been doing commercial software for 35 years and I've never seen an issue with this big of an impact get actual radio silence from the product team.
No way this product is worth the $79 or whatever if the basic functionality with one of the biggest financial institutions in the country doesn't work.
Jeff C
Re: My Experience Using Quicken as an International User (Why I’m Switching)
Hello @ejobity,
I'm sorry to hear that Quicken Simplifi doesn't meet your needs, but thank you for coming to the Community to provide your feedback! As Customer Service already said, Quicken Simplifi's target market is North America. I'm not aware of any plans to expand beyond that, but you can create an Idea Post to request such support. Ideas that get enough votes may be implemented in the future. For more information about creating an Idea post, please click here.
I can see a couple idea posts for making manual entry more efficient. There's the one you created in April, asking for a template ability for transactions, and also one asking for reminders to be able to convert to transactions:
If you haven't already added your vote for for the 2nd one, you may want to consider adding your vote and a comment.
You mentioned budgeting needs more refinement and could be stronger, but you didn't list any specifics. Were there specific features you were wanting to see added/improved?
You're not the only one who wants to see better support for users who deal in both US and Canadian dollars. I can see there are a couple Ideas asking for better support for multiple currencies:
If you haven't already done so, please add your vote and a comment.
I hope this helps!
Re: Incorrect balance in manual account
Related: Values in Market Value graph for manual Other Asset account are date-shifted
The Market Values graph at the top of the page for a manual Other Asset account looks like a day by day representation of the value of the asset over the selected period. But it's not.
In reality, the graph doesn't count transactions based on the displayed transaction "Date." Instead, it treats the transaction as having happened on the date it was entered into Simplifi.
For example, today (Oct 4) I entered transactions dated August 31 and September 30 representing the gain in those two months. But the Market Value graph shows the increase in value from those two transactions as a single spike in value in October — on the date they were entered.
This is not a big deal for me, but it does skew the value graph and make it less accurate.
DryHeat
Re: Incorrect balance in manual account
I went ahead and created a new feature request that would fix the problems we have been talking about in this conversation. Please upvote it.
SRC54
Re: Add Ability to Re-Calibrate Balance in Manual Accounts
they could put time limits on this, like once per hour max, if they were worried about overload..
RobWilk
Re: Add Ability to Re-Calibrate Balance in Manual Accounts
got my vote as soon as i saw it, thank you for doing this.., i am on mobile phone now, sorry for not doing it myself..
RobWilk
Re: Ability to schedule some “planned spending”
This might not be a planned spending thing. You can schedule a monthly recurring reminders for regular spending, for example, for a haircut on a certain day (like 2nd tuesday of the month), and as long as you don't mark it paid then, until you mark it paid it will stay on the cash flow chart (and in spending plan) as a bill/subscription which is just 'late'. This will affect the cash flow and the spending plan. Planned spending never affects the cash flow chart otherwise.
-Rob
RobWilk
Re: Issue connecting two logins with Vanguard (edited)
If Simplifi was designed for a single person (not household finances) and had intentionally limited people to a single account per institution, that would be one thing. As it stands, it doesn’t work like that, isn’t marketed like that, and they would lose a lot of paying customers (and prevent a lot of new customers from signing up) if they choose to go that route.
I had two Vanguard accounts in Simplifi for years. This bug is a regression.
Why they haven’t fixed it is anyone’s guess, but I am still signed in to multiple accounts at American Express, Chase, and more. It is not a limitation of the platform or (thus far) a strategic decision to juice their subscription revenue. If and when that changes, people will vote with their dollars. In the meantime, they ought to fix the bug. People shouldn’t be considering paying them more money to work around a bug they have let languish for this long. If anything, people should be considering switching to a competitor that doesn’t have this bug and is perhaps more responsive when bug like this arise. I’ll leave the investigation of that as an exercise for the reader.
Personally, I tried a lot of alternatives when Mint was shutting down. I hope I don’t have to switch. I don’t want to. But it would make a lot more sense to switch personal finance software than move all my funds from one financial institution to another or pay more for personal finance software that has been frustrating me.
khad
