Best Of
Re: Issue connecting two logins with Vanguard (edited)
same issue. Can’t have both Vanguard accounts, disconnects the other one. Tried connecting one from the app and the other from a separate computer browser.
Update: got the work around to work. using vanguard small business for one account, on a separate device. Now they show up as separate accounts (Vanguard for one, Vanguard Small Business for the other)
t975
Re: Don't close modal windows when clicking outside of them; add a confirmation (edited)
I have accidentally clicked outside of the Transaction Detail window many times, and it's always driven me nuts that it closes it and loses all of my changes. This definitely has my vote!
Re: Don't close modal windows when clicking outside of them; add a confirmation (edited)
BTW: Making it modal would require you to either select 'SAVE' or 'CANCEL', as opposed to cancelling without warning.
RobWilk
Re: Missing Alight Solutions (3 Merged Votes)
Please add Alight for Electronic Arts:
https://digital.alight.com/ea
https://worklife.alight.com/ah-angular-afirst-web/#/web/ea/login?forkPage=false
Re: Missing Alight Solutions (3 Merged Votes)
@Coach Natalie used to regularly post links that you could share with your financial institution and ask them to sign up to be supported. Of course, back then we only had Intuit-based connections on here, now there are more connection methods supported. I think it might've been something like this but i could be wrong - - and the bank had to agree to it and allow them to set up a test account and pay a fee to be included. But now OFX (or whatever it is) is not the only/primary way to connect to Simplifi. It might be helpful if they still provided those links so you could more directly petition your bank to support Simplifi.
RobWilk
Re: Missing Alight Solutions (3 Merged Votes)
Its been ~2-ish years, and we still do not have an Alight integration for RTX/Raytheon. Any update on when that will be added? It worked ever-so-briefly back when Raytheon switched from Fidelity to Alight after their merger with UTC to form RTX… but broke within weeks and now its not even listed as an option in Simplifi
mbrowne
Re: Ability to hide Net Worth
Yes, making Net Worth less prominent is crucial. Please at least remove Net Worth from the top of the Transactions page on the web version. I don't need to see my total net worth pinned in large bold font when I'm reviewing some transactions!
Alternatives to completely removing Net Worth:
- Ability to toggle Net Worth display on/off like OP request
- Add a per-account setting to allow users to specify which account balances contribute to the displayed Net Worth. This would allow, for example, only including checking accounts and not investment accounts.
nwp8024
Re: Pending Transaction Disappeared
When you created the "manual" transaction, something you have to be very careful about (pn the web specifically), is that you don't click outside the manual transaction window while you are creating it. If you do, the window will disappear and you might think you created it, but it pretty much just disappears without any warning (it should really prompt to confirm you wanted to cancel, but it does not). This was to @Jenny T
RobWilk
Re: Net Worth Report: Start tracking balances on the date of opening transaction (edited)
There is a workaround - create a csv that has date and asset value. Import the CSV and it'll backfill the account.
I was able to fix my rental property (not connected to zillow) that way. It now shows the value when I bought it all the way till when I added it to Simplifi (today) and my net worth is correct.
Follow this approach: https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history
Thomas R