Best Of

Re: Problem connecting to AAA Dollars MasterCard account (FDP-102)

After my last response I tried again this morning and now it worked. I will let you know if I continue to have problems with it, but thanks for your quick response to my inquiry here. I am a lomgtime Quicken user (since 1980’s DOS version). I really like that I can use Quicken on my ipad now. Keep up the good work!

barthslb2

1

Re: The Community Meetup - October 2025 Edition

I hate to admit it but we basically give cash for Christmas these days to the nephews and my friends' kids we have sort of adopted. So not so many returns. 😀

But I do often return things I am unhappy with to Amazon because they make it so easy. I reorder from them though. I returned a pair of jeans (I got relaxed fit) and they hung on me. So I reordered regular fit and they were perfect. About the first time in my life I didn't have to get husky! (Relaxed fit sounds so much better, don't you think?)

I ordered a Spanish language Bible in large print, but I still needed glasses so returned and got an Extra Grande print. It's perfect but weighs a ton. Then I had to order a protective case for it as it was a BIG investment. LOL

SRC54

2

Re: Trick or Treat for Your Wallet

Trick:

I had a main water line break in August that I had to pay to fix (got bill in September), so that was unplanned.

Treat:

But my wife got a reimbursement from her education service organization that unexpectedly paid off her expenses for the year! It was actually more of a split of excess funds! So that made September look much better than it would have been.

SRC54

2

457b Retirement Accounts

How are Simplifi users setting up and keeping 457b retirement accounts updated? I did not see many posts regarding this type of account in the community posts.

RobertoT

1

Re: Using "Reset report" does not stick (edited)

@Dick_Davis

Looks like v4.78.0 fixed the problem on my reports too. Good news!

DryHeat

2

Re: Using "Reset report" does not stick (edited)

@Coach Natalie @DryHeat @Coach Jon, with the updated Version 4.78.0, this problem appears to be correcteds with the update.

Dick_Davis

1

Re: Report of Current Monthly Spending Compared to Average Over Time (edited)

Would be great to be able to "true up" my spending plan by easily seeing average spend over an adjustable period (3 / 6 / 12 months?) along with a total or min/max. Then I could go down the category list and update budgets, possibly switch to/from rollover if spend is spotty, etc.

Andor

1

Re: Saved Reports [edited] (13 Merged Votes)

It is critical to be able to save reports.

nrp06

1

Re: Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)

I would very much like to meet with someone about this feature.

I've written up some specs and principles.

SavingsGoalsDef.txt

MikeZ

1

Re: Ability to Import/Export Investment Transactions (edited)

I have an existing account with Schwab within Simplifi that only has data back to 2024 loaded automatically in the app. I can export data from this Schwab account back to 2020 in .csv format, but the import processing for these transactions only support 4 specific columns, despite all columns in the Simplifi register for these transactions having updated many more via the automated updating process. Can the additional columns be support for manual import (template) so that I don't either miss data in my Simplifi register, or have to add multiple years of data manually - which is not feasible?

ssoko

1