Best Of
Re: Recurring Transfers, which side to use for setup?
What I hear you saying is that you set up a recurring transfer using the account you use to initiate the transfer.
That may be what I did initially and that is why some of the recurring transfers are set up as debits (initiated from the sending account) and some are credits (initiated from the receiving account).
All my recurring credit card payments are initiated by the receiving account (credit cards are set up for auto payment in full on a set date each month and the credit card account initiates the transaction).
But my transfers to savings accounts from my checking accounts is a mixed bag. In two instances the sending account is one of my checking accounts and the checking account initiates the transfer automatically on set date for a set amount. In one instance, the receiving account initiates the transfer.
As you point out @SRC54 the account that initiates the transfer is the first account to show that the transfer is in play and the responding account plays catch up as the transfer request is processed.
DannyB
Re: Recurring Transfers, which side to use for setup?
It probably does not matter because in the cash flow forecast, you should see a separate scheduled transaction in both accounts. However, I personally tend to originate the transactions in the "sending"(money out) side.
RobWilk
Re: How do I Report on Interest Earned in a Fidelity Brokerage Account
@SRC54 The brokerage is not working as it used to, but thank you for the workaround which enables new options and introduces new challenges.
The Checking account (checking on both Fidelity and Simplifi) is automatically hiding transactions from reports that I cannot expose to reports. I have already made the account manaul and then reconnected as previously suggested and this did not fix the issue.
I hesitate to create a new account from scratch as I do not want to lose the historical entries, but then I need to go through all historical transactions to see which others are excluded that should not be excluded. I need a slow month.
@Coach Jon How do I report on expenses that Simplifi automatically hides from reports?
Re: Ability to auto-backup and restore data (edited)
I think it is worth reiterating to everyone what Rob says here:
Never DELETE an account unless you truly want to lose all those transactions. Make the account manual. Even if you cannot reconnect it for some reason, you'll have your data.
And also be aware that deleting a bank (or FI) in Account Settings will delete any associated accounts. I learned this the hard way when I was a newbie!
I am sorry this happened to you Matthew, and hope you are on the way to rebuilding your data.
SRC54
Re: Risks of Using Keep Me Signed In? (edited)
As long as you are using it on your home device and you alone have access then I don't think there is that great a risk.
But if you sign into your account on a public computer or someone else's device, then I wouldn't select this option, and I would sign out deliberately after I was finished.
SRC54
Re: Add an option for "Select All" and "Select None" when using Filters (edited)
I'd like to be able to CHECK ALL boxes at the top of the list of categories, if for example, I'm in Reports > Total Spending > Filters > Categories — the reason this feature would be helpful is if you want to quickly (but temporarily) exclude a single large expense from your regular expenses. For example, I just paid for a new roof - of course, this isn't a normal expense for our household. So, I could filter my total spending by (a new) CHECK ALL button a the top, and then scroll down to uncheck a category which the new roof falls into. This would show all my normal lifestyle expenses, averages per month, etc. without the unusual and large expense of the new roof. This is easy to do on the website, but currently not possible on the mobile app.
Tim23
Re: Make Simplifi's "automatic" actions subject to user control in Settings
I think this is a great idea! Upvoted.
EL1234
Re: Ability to auto-backup and restore data (edited)
The solution 'should' have been (if everything worked right) mark the existing apple wallet account as manual rather than deleting it, then relink (when re-connecting to apple wallet) the apple wallet account to the existing manual account.
However, I think you'll find an existing request for backups, probably with more votes. I'm looking for it now: [removed link to merged thread]
RobWilk