Best Of
Re: Simplifi Projected cash flow for retirees, best practices
I am retired and depend on my social security and dividends as well as wife’s pension. I use the Spending Plan which shows me how much I need each month. So far I haven’t had to dip into my IRA or investments so I am lucky.
My suggestion is to enter all your recurring bills and income first. Then guesstimate how much discretionary spending you need for food, gasoline, etc. in Planned Spending — this will give you a starting point. I would also enter an amount you plan to transfer from Investments each month to make up the difference. Each month you can refine this plan. You can easily adjust. The Spending Plan may even help you keep your expenses down so you can stretch your investments out longer.
And after getting the Spending Plan setup, check out Bills and Income section to see your cash flow.
Since you’re new to Simplifi, here’s a support article to get you started:
There are several retirees here and they will have plenty of suggestions for you as well. Post any questions you have.
Welcome to Simplifi!
SRC54
Re: Refund Reminder Card Displays on All Accounts
Hello everyone!
We were able to reproduce this bug on our side and have reported this issue to our product team. We will be sure to follow up here when we have any status updates!
@stacyvance, Thanks for also reporting this issue! We did merge your post here with the other users reporting this issue, so that you can also follow along here.
-Coach Jon
SIMPL-27798
Re: Issue connecting two logins with Vanguard (edited)
Simplifi support team, any updates on the issue? It's been over a month since this thread started.
rahul
Web Releases 4.64.0 & 4.64.1
Hello everyone!
Here are the issues and features we were able to tackle with the 4.64.0 and 4.64.1 Web Releases, released June 18th & 20th:
- FIXED: When resetting bank connections, the accounts found are not getting auto-linked to the existing Quicken Simplifi accounts.
- FIXED: The 'Add Bill' modal is presented when adding Recurring Income.
- FIXED: The icons in the Add Asset Account modal are using the incorrect colors in Dark Mode.
- FIXED: When deleting a Level 3 Category that a Watchlist is using, the Watchlist remains and causes an error.
- FIXED: Minor visual issues throughout the app.
- FIXED: QBP: Crash when adding a second business during the Getting Started Flow.
- FIXED: QBP: Other minor fixes.
- UPDATED: Projected Cash Flow for Asset Accounts now defaults to 'Last 6 Months'.
- UPDATED: Investments Balances graph tooltip to show when a balance is "estimated".
- ADDED: An "Add manually instead" option to the Add Real Estate screen.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
Re: Janney (Janney Montgomery Scott LLC) Investments connectivity
Any update on Janney?
Re: Janney (Janney Montgomery Scott LLC) Investments connectivity
I can't get connected to Janney Montgomery Scott. Can you help?
JEC61