Best Of
Re: Transactions in liability accounts not included in reports (edited)
Hello @wck_austin,
Thank you for the reply. I was able to reproduce this behavior and can confirm we are aware of this issue. It appears that transactions recorded in Liability accounts are not being included in reports. I merged your thread with the existing thread here, where this issue was originally reported. We will be sure to follow up here when we have an update!
-Coach Jon
Re: Savings Goal Doesn't Update
Hello @Maggioli ,
I decided to delete all of my goals and recreate them from scratch. I am not sure if that fixed it but that's what I did and then everything started working again.
Re: Watchlist "This Month - Spent so far" amount should include only actual spending [EDITED]
Hello @DryHeat,
Thanks for reaching out! The "This month" total is a projection of how much you’ll spend this month if you were to keep spending at the current rate. It is calculated by using the transactions that have already occurred during the month, as well as any upcoming Reminders for the month.
Here is one of my watchlists as an example, showing the upcoming Reminders that add up to the projected total.
-Coach Jon
Re: TIAA Reporting Connection Issues
Has there been any movement on this? I've had the same error with simplifi and tiaa for nearly three months now. If it keeps going how will quicken compensate for the loss of function?
Merged: TIAA not connecting for over one month! Care code: FDP-155
Re: "Service is currently unavailable" icon next to accounts (edited)
I've had the same icon on all of my TD Bank accounts for the past week or so.
ejs
Re: Add "Last 12 Months" To Reports
looks like this was added for [removed - accuracy] folks. Thank you!!!
Max1223
Re: Simplifi - failing to connect to college 529 direct
HI @Coach Kristina - Looks like I had another link which is aggregators user ID and password. I used that and then it works. I had to manually close the current account to avoid duplicate. I am good. I wish there was a way to link failed account (not just manual). The data gets fragmented into different accounts.
Re: "Service is currently unavailable" icon next to accounts (edited)
I had a similar situation to @DryHeat. In the web version of Simplifi, both of my Citi credit cards (Costco Anywhere and Double Cash) had the slashed cloud (service not available) icon in the Accounts navigation bar for several days, but new transactions continued to appear. Clicking the refresh button in Simplifi, clicking the browser's refresh button, and closing the browser window all had no effect on the icon.
Based on the suggestion from @Coach Jon, I tried using Reset Connection from the account page. The first time, when I entered my login credentials on the Citi login prompt, I got an "access denied" error from Citi, and Simplifi reported my accounts were no longer connected. But when I retried the process, Citi then gave me a list of my card accounts to grant access to Simplifi. After that, the slashed cloud icon disappeared from the navigation bar for those accounts.
seitz
"Service is currently unavailable" icon next to accounts (edited)
Over the past few days, in some of my accounts, in the Accounts list on the left, the cloud icon with a slash -"Service is currently unavailable" is remaining showing, even though the accounts have updated. This appears in all my accounts with Citi Bank and TD Bank.
I am using the web version.
Is this a bug or something else?
PhilS