Best Of
Re: Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)
Revisiting this, as it continues to be source of frustration. The Net Worth report is incredibly valuable for helping people learn to break the earn-spend cycle mindset and improve motivation for saving & investing, but the current report's static y-axis means that unfortunately the more people grow their net worth, the more useless the graph becomes.
The new, improved Investments visualizations have had this "axis to fit" feature for over 6 months now. Please prioritize switching the Net Worth report over to the same improved visualizations that Investments use!
KP_9
Re: Allow Custom Y-Axis Scaling for Net Worth Charts
@RJE1999, thanks for sharing your suggestion with the Community!
It looks like this existing Idea post should cover what you're looking for:
If so, please be sure to add your vote and feedback! For more details on Idea posts here in the Community, please see our FAQ:
I hope this helps!
Re: FDP-103 error on Ascensus
Natalie, I can not see which original Ascensus connection option I used. After converting it to a manual account, that no longer shows up. I have also tried changing password. It did not solve the problem. When I try to add new Ascensus linked account in Simplifi, it continues to ask for login info, accepts that and then asks security question (eg, SS# or date of birth), and THEN gives an FDP-103 error.
Please escalate the Ascensus connection issue.
Thanks
ogl
Re: TIAA Reporting Connection Issues
Hello everyone,
The connection issues with TIAA have been escalated from our end. Please follow our Alert for updates moving forward:
In the meantime, everyone can track their TIAA accounts manually by adding manual transactions, which will keep records up-to-date. Here are the steps to do so:
If the account is an investment account, the manual tracking steps are a little different:
- Make the account manual so you can add and edit Holdings:
- Add/edit your Holdings to keep accurate records: and
We appreciate everyone's patience as this issue is worked on!
Re: Bank Accounts Disconnected, Reconnections Advice Please
Thank you for the guidance, I felt more comfortable on what to do based on your guidance. Thank you again.
Re: Ability to create a transaction from a Reminder (edited)
being specific - this is NOT a ‘nice to have’. It is fundamental functionality that is completely missing. It means that reminders make the app require more work than not having them at all for manual tx. What is the point of having that information pre-entered info just have to type it in by hand anyway?
especially when we know the under the hood functionality exists. Because, if I enter a tx with a future date, it will automatically enter on the date. But, if it’s a recurring one, I have to enter it by hand, then manually link it. All we are asking for is something that turns the specific reminder into the pre-entered tx without having to do it all by hand again (and preferably for that button to pop out the tx entry dialog with that info in it, so any edits can be made as part of doing so.
from my POV, it this does not exist by the time I am renewing, then I will be cancelling my subscription - tools should not make it HARDER to do the thing
Re: Bank Accounts Disconnected, Reconnections Advice Please
Since you already have the accounts in Simplifi with transactions presumably, and they are now disconnected, you may need to tell Simplifi to link them when you reconnect them. Instead of accepting them as new accounts, you use the drop down menu to link each one to the manual account you already have.
Since they are disconnected, when you reconnect, just make sure each one your bank provides is linked to the right account. If not, link them yourself using the advice from the support article below.
Here's a support article showing you how:
SRC54
Re: Missing Utah Educational Savings Plan (aka my529)
Same boat - considering switching to another money manager due to this and other problems. Don't understand how my529 showed up on previous free sites (mint and empower), and now they don't work on a site I'm paying for the service.
kpohl
Re: Add OneFinance/OnePay to Supported Banks (edited)
@metamaterialsuit, thank you!
This has been turned back into a request. Please note that we cannot guarantee we'll be able to add support for a requested bank, but we will be sure to update this request if/when any news becomes available.
In the meantime, you can track the account(s) manually in Quicken Simplifi:
How to add a manual account:
How to add manual transactions:
I hope this helps!