Best Of
Re: Transaction registers: we'd love your input
Just noticed on Web App 4.70.0 that we can now once again update the transaction date directly from the register. Thanks a bunch. In fact, I had updated some entries before it dawned on me as I had been so used to doing it that way. Thanks!
SRC54
Re: American Express FDP-401
I've gotten this a few times but retries have always worked. I think I got this error message this morning in both QS and Classic. I'll keep an eye on it. I know that AmEx doesn't really update until about 9am Central.
SRC54
Re: "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)
Hello @simplira,
I am back with an update on this issue! Our product team has implemented a fix that will be released with the Quicken Simplifi Mobile Version 5.37.0 5.38.0 update. Once that version rolls around, be sure to let us know if the problem is resolved for you!
-Coach Jon
Re: Summer is almost over! Share your stories!
Well, the first week of august is really the "beginning" of my "summer" - i missed most of summer.
I spent most of June and July in a — secure facility (no, not jail) — and the end of July was spent at Disney World (an alternate reality) and Universal's Epic Universe.
-Rob
RobWilk
Re: New Savings Goal with saved so far amount shows "behind" after contributing (edited)
@zeroskatr512, ahh, I see!
Mine shows "Behind 6 months" on the Savings Goals page after contributing. I tested with a new Savings Goal that did not have a 'Saved so far' amount, and the "on track" chip remained, as expected, so this does seem to be related to Savings Goals with a 'Saved so far' amount.
I have escalated this bug and will post back with updates!
SIMPL-28577
Re: Bright Start Savings - for investors NOT advisors
I can confirm that this solution worked for me with the new Bright Start 529 (IL) portal:
Workaround to connect CA, GA, OK, MI, WI 529 accounts to Simplifi AND avoid MFA
Workaround to connect CA, GA, OK, MI, WI 529 accounts to Simplifi AND avoid multi-factor authentication every time you log into Simplifi:
I have Michigan 529 accounts, but I hadn't been able to connect them to Simplifi because the institution wasn't an available option. As stated by @Dognose, "CA, GA, OK, MI, WI plus others all seem to share the TIAA 529 platform." This got me thinking. Even though the MI 529 isn't available as an institution on Simplifi, my hope was that I could connect my 529s through the New York 529 institution already available on Simplifi.
In short, you can. I successfully connected my Michigan 529s through the New York 529 aggregator without issue, so I'm optimistic this will work for other states that share the TIAA 529 platform. If you don't want to deal with multi-factor authentication every time you log into Simplifi, you'll need to create aggregator login credentials (which are entirely separate and different from your regular 529 login credentials). You do this online through the 529 site when logged in with your regular credentials. If you need help creating aggregator login credentials, please call the the 529's number for assistance.
Steps:
- When logged into Simplifi, go to Settings → Accounts → +Account [i.e. the add account button in the upper right corner].
- Type "New York 529" into the "Search all financial institutions" field. You'll see two available options: New York 529 College Savings and New York 529 College Savings Program Direct Plan - Non Aggregator.
- If you created the separate aggregator login credentials I mentioned above and wish to avoid multi-factor authentication every time you log into Simplifi, select the first institution option: New York 529 College Savings
- If you only have your regular 529 login credentials and/or don't mind multi-factor authentication every time you log into Simplifi, select the second institution option: New York 529 College Savings Program Direct Plan - Non Aggregator.
- Enter the applicable login credentials based on the institution you selected, and you should be good to go!
Duke0486
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
Okay, I'll stay tuned
EL1234
Re: Pending Activity Updates disappear after new sync
Thanks for the extra information. I know that problems like this are hard to hunt down. I have some accounts that do some weird things and I have learned to anticipate them. But your situation sounds a bit different.
Normally, QS is designed to link automatically so I would start first by trying to make a rule for the payees and or categories, so that when these transactions come in QS will know to link them so you don't have to do it manually. That way if they do get redownloaded, QS will relink them again. (Again mine almost always link automatically so if they aren't, the dates are way off or the payees are.)
The second problem is that later they are redownloaded. Is it that the first time they are pending and then the second time, they are cleared? Or does your bank redownload pendings (as mine does, which is a problem for me sometimes)?
If you want to make a bug report, you'll need some screenshots for the coaches to send to the tech people so they can try to figure it out. So start making some screenshots showing the before and after.
Hope some of this helps.
SRC54