Best Of
Re: "Uh Oh. Something isn't quite right here."
Same as DryHeat. I got it a couple of times the other morning. It was early and thought maybe they were doing maintenance on the server(s).
SRC54
Re: Allow a manual update of the balance on manual accounts (edited)
I added my vote - my manual credit card (I have one unsupported account) was off by $23 this morning, so i manually fixed it with a temporary transaction. It will correct in the future, and I'll have to delete that temporary fix.
I noticed on the broken transactions roughly equalling the total it was off, 3 transactions (or more?) totalling around $23 were re-dated after the other side cleared (the checking account side), and I suspect this is why it was off (in total two $8 payments and two $7 payments have today's date on them - $8+$8+$7 = $23, earlier 3 of those transactions had a different date. I suspect the re-dating of transfer transactions are what's breaking the manual account totals temporarily.
Edit: I'm going to take the above paragraph and find somewhere else to share it more appropriately (either a bug report or an existing bug report.
RobWilk
Re: "Uh Oh. Something isn't quite right here."
I've seen this a few times, but not recently. I assumed it was server overload.
DryHeat
Re: Ability to forward receipt emails to Simplifi for automatic receipt tracking
This is a feature I have been spoiled by in other platforms, and just naturally assumed that all platforms offered it. I really hope Quicken considers this, as it's a time saver.
JMWDBA
Re: Osaic and Equipt
Hello @phamby,
There is no update at this time for this request. We will be sure to update this post if we receive more information on the status or if it will be added in the future. Just remember that this does not necessarily mean that the bank will be added.
I hope this makes sense.
-Coach Jon
Re: Osaic and Equipt
Hello @jimsug,
Thanks for reaching out! Before we add this URL given as a financial institution request, I would suggest that you try connecting via one of the options provided within Quicken Simplifi to see if you can connect. Let us know how that goes!
-Coach Jon
Re: Osaic and Equipt
Thank you @JimY67 for showing me how to click the vote button. I have voted. @Coach Jon, I will need to cancel my Quicken Simplifi account if this cannot be resolved as linking this account is needed for me to use your software.
Chilly
Re: Osaic and Equipt
Hello @Chilly,
Thanks for the reply. As stated previously, this post is a financial institution request. Which means it can be voted for and followed for updates, but it does not guarantee that it will 100% be added. We of course will update this post if it will be/if we receive any information regarding this financial institution.
Thank you for your patience!
-Coach Jon
Re: Osaic and Equipt
How many folks need to upvote this for it to become a thing? My father is currently unable to connect due to this missing link, and between issues here and other different issues with connecting to nationwide its causing frustration.
debterr