Best Of
Re: Credit Card Bill Statement Balance
Hello @ds824,
Thanks for reaching out! We converted your post into a discussion, as we already have a great feature called Bill Connect for Credit Cards that covers this topic. With Bill Connect for Credit Cards, Quicken Simplifi automatically updates your credit card reminders using real-time balance and due date information pulled from your connected account. Once set up, Quicken Simplifi uses your online banking connection to retrieve bill data—such as statement balances, total balances, and minimum dues—based on your selected preference.
For more detailed information on this feature and how to use it, you can view our support article here:
I hope this helps!
-Coach Jon
Re: Add "APCU | Center Parc" - Atlanta Postal Credit Union
It looks like the APCU recently renamed ("two names" they say on their site). This is good news, thank you.
-Rob
RobWilk
Re: Add "APCU | Center Parc" - Atlanta Postal Credit Union
@RobWilk, thanks for posting your bank request to the Community!
I have moved this out of Missing Financial Institution Requests for now, as I see an option listed as "Members Alliance FCUGA" in Quicken Simplifi that has the same URL you provided above.
Let us know if this bank option works for you!
Re: Unable to connect to First Texas Bank - FDP-103/Care code: not.found (edited)
Ok, this got me thinking a bit. I had to "reset connection" from the Settings > Accounts page. This was successful and I am now successfully downloading transactions again.
Thanks.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Have the ability to exclude from spending plan and or reporting on split transactions. Currently, it is all or nothing on the transaction. I'd like to ability to exclude part of the transaction that is a split.
For example, I have a $100 charge. I split the transaction between two different categories. I want $50 to be excluded from spending plan and the remaining $50 to be included in the spending plan
Re: Please add EquatePlus to Simplifi
I would also benefit from integration with EquatePlus. They allow this as I am able to hook it up with my Vanguard account for consolidated viewing.
Re: FDP-103 Error still exists with Tangerine
Hello @andre,
Thank you for reaching out! As advised here in this thread, can you please let us know if you can change back to a PIN with Tangerine and provide documentation from the bank regarding the move from PINs to passwords, if you are unable to?
-Coach Jon