Best Of
Gemini account not linking credit card
Hi Quicken Team - I was anxiously awaiting the functionality to link my Gemini credit card account to Simplifi so I could start tracking the balance. (This is my main credit card) - I saw that the Gemini connection is now available (June/July 2025) and just attempted to link my account.
I was able connect but Simplifi is only picking up my crypto investment account balance, I am unable to see anything related to my Gemini credit card or its balance. I was hoping someone from the Simplifi team would be able to look into this and troubleshoot.
Many thanks!
GF-2025
Re: "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)
I am attaching the sequence of operations as below:
- On the side menu go to reports→spending by month
- In the spending by month menu select any month that has investment buy/sell transactions. I went to July.
- In the list of transaction pick an investment transaction which uncategorised or for that matter pick any buy/sell transaction. I am selecting a Crowdstrike sell transaction for 467.05 on July 28th.
- In the transaction screen there is no “Type” section.
- Last photo is when I traverse to same transaction by going to Accounts→Investments→Equitable LPL and selecting the transaction. There you see the “Type” section where I can change it to a buy/sell type. I put an arrow there to help you locate.
Thanks
[edited images to reduce size]
simplira
Re: Heads up
I've done so many I lost count. They are coming in faster than I can delete them. I wonder if there's a mass prune feature here?
Re: FDP-103 error on Ascensus
@samsonite I couldn't agree more. Would also like better communication from this team and some actual ETA's on fixes or current progress.
Btbkilla
Re: Ability to download or print Reports [edited] (1 Merged Vote)
Yes, this would be an essential feature!
Karin C
Re: FDP-103 error on Ascensus
There hasn't been any substantive update since this alert was opened on June 26. I hate to mention every time there is a connectivity issue (and they are frequent), but we are paying customers and are entitled to substantive information on what is actually being done to fix problems. What is the ETA on fixing this?
Re: Spending Plan Redesign: Share your feedback here!
Hello,
I know there's been some talk about the "left per day" feature in the new spending plan update. I use the feature a lot as just a mental/motivational tool to help curb unnecessary spending. I'm not sure if this specifically has been mentioned but I'd like to see it put back on the spending plan section of the dashboard so its front and center, as opposed to needing to navigate to the dedicated spending plan section to see it. Rr maybe there's an option I need to enable in the settings somewhere?
dcleck
Re: American Express FDP-401
seems to be working now, guessing you can disregard… thanks
Re: Paycheck Splitting [Edited]
I'll answer your question with another question. Has Simplifi already downloaded these 3 transactions? If so, I would use Method 2 I outlined above, as it will be easier.
Feel free to post screenshots. Don't be afraid to play with it. As long as you don't delete the downloaded transactions, all is fixable. BTW, all this works the same in Quicken Classic, and you should be a pro at that after all these years.
SRC54