Best Of

Re: Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)

This takes a while per transaction and going back to historically update all of them will take forever.

erinmcm1

0

Re: Left this Month = $NaN ??

@Coach Jon

The screen looks exactly the same as before. I will send new logs when I get home later.

IMG_9901.png

Thanks for your help today,

Randy

Randy17485

1

Re: T. Rowe Price Retirement Accounts Missing Holdings

Will do. I will DM the information to you later today.

-Merg

The Merg

1

Re: Coinbase Account Reconnect Error with new oauth connection (edited)

Yes, it is syncing and there are no connection errors anymore.

whyme

2

Stuck at Roundpoint's 2FA (edited)

Hi all, has anyone been able to use Finicity to link to Roundpoint?

I get stuck at Roundpoint's 2FA and am wondering if the 'go paperless' nag screen is throwing off the screen scraper. Or perhaps it has something to do with the rpmservicing.com URL vs loansphereservicingdigital.bkiconnect.com.

Thanks

Dognose

1

Re: Slim selection of Billers to link to Bills

Thanks Rob! Understood. I have to say though…. subscription pricing never seems to stay the same year to year. All the providers I mentioned have increased their pricing this last year. Having a connection in Simplifi would save me the check an balance. Thanks!

Sauerbrunndaa

1

Re: When spending for a goal, how do I enter the charge? (edited)

There is no link between savings goals and transactions at this time. The way I would handle it if I did this is that when I made the purchase, I would hide it from the spending plan (and possibly reports too), since the savings goal already accounted for the spending amount.

-Rob

RobWilk

1

Re: Slim selection of Billers to link to Bills

Thank you, Natalie, for your response. I certainly understand the change in provider to increase reliability…. however…not at the cost of eliminating the highest used nationwide subscription services. That is what feeds the Spending Plan "Bills". I have created them manually, but this seems to be a miss. Thank you though for your response.

Sauerbrunndaa

2

Re: Taxes Report Export/Print Display Suggestions (edited)

Hi Dick_Davis, It's still in early access, meaning not everyone has it yet. We still don't feel like the PDF is as polished as we would like. Let us know your thoughts.

Coach Marcus

1

Re: Invoice payment dates are not reflecting the transaction date (edited)

@Coach Natalie great - I look forward to the update!! Thanks for sharing this!

cloudquick

1