Best Of
Re: Add a reconcile feature [edited] (1 Merged Vote)
Reposting the link to this article. I missed it, but it does a good job explaining Simplifi's non-traditional approach to reconciliation. Which works really well.
Flopbot
Re: Add a reconcile feature [edited] (1 Merged Vote)
Reposting this for anyone who missed it…
I found a workable work-around that works for me. Maybe it would work for you?
Each month, when I receive my statement, I simply use the green “Reviewed” column (on desktop) to do a reconciliation of sorts. I check off each transaction on my statement with pen and then mark it as reviewed in Simplifi. Once an entire month has been turned green, I minimize it by hiding all the individual transactions.
This process HAS found errors which - in my mind - is one of the main reasons for doing a reconciliation.
I’ve done it for long enough now that I know it works and, honestly, it doesn’t feel like a workaround although technically you could say it is. To me it’s just Simplifies ‘untraditional’ method of account reconciliation. I voted for this post, but at this point, it would just be to have Simplifi improve on what they already have.
Flopbot
Re: Savings Goals are incorrect if you withdraw
Actually, @DryHeat and @Greg-n-Texas the "Spend a custom amount" used to be something like "Withdraw to spend on goal". I'm not sure when that changed but it did cause a moments confusion when I first saw it written the new way. The former language seemed clearer to me.
DannyB
Re: Savings Goals are incorrect if you withdraw
Until Simplifi implements this Idea Post, I’ve chosen to exclusively use the “Withdraw for something else” option. Yes, it probably breaks some of the designed functionality of Savings Goals, but I despise having to recreate Savings Goals over and over and over and…
https://community.simplifimoney.com/discussion/2753/recurring-savings-goals-year-over-year-ability-to-restart-goals-edited
Flopbot
Re: Add exclusion criteria to Transaction Rules (edited)
I have had the same problem and I hope some general solution is found for it.
But there may be another way this could be handled. Simplifi could allow users to specify the order in which Rules are applied. If that were possible (and assuming the first matching rule controls), your Amazon/Audible issue could be handled like this:
- Rule 1: Match transactions that contain "Audible".
- Rule 2: Match transactions that contain "Amazon".
Your Audible transaction would match Rule 1 and be modified by that rule. Non-Audible Amazon transactions would "fall through" to Rule 2 and be matched and modified by it.
@geekcred is doing some tests to see if rules are actually being applied in the order they appear in the Rules list (see discussion below). If they are, you could solve your immediate problem by adding Rule 2 first, then adding Rule 1 (so Rule 1 will be at the top of the list). That might be worth a try.
I suggested that users be able to manually change the order of Rule application:
DryHeat
Re: [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance
ONGOING 06/17/25
This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
Re: Savings Goals are incorrect if you withdraw
I have also found the withdrawal process a little confusing. The "Withdraw from goal" menu item brings up the following window:
Do you think it would be better if the "Spend a custom amount" choice were labeled "Withdraw to spend on the goal" instead? That would contrast better with "Withdraw for something else."
DryHeat
Re: Savings Goals are incorrect if you withdraw
@Greg-n-Texas, thanks for the reply!
It is technically in the same menu; once you click on "Withdraw from goal", you are presented with both of the withdrawal options:
If you'd like to request that the withdrawal options be added to the main three-dot menu of Savings Goals, you may do so by creating an Idea post. Idea posts allow other users to vote on your suggestion, as well as allows our product team to get an idea of the features users would like to see.
I hope this helps!
