Best Of
Re: Fidelity Account via Finicity (Akoya) does not include Transaction history
I’m new to the platform so it had never worked for me in the past. (I joined 2 days after Fidelity stopped working. As to your other question, I would expect to see things like trades, contributions, dividends etc.
Re: Increase the Time Range on Projected Cash Flow Chart [edited] (6 Merged Votes)
This is great news, thanks!
Re: FDP-101 error with Fidelity (edited)
The fix posted on July 26 about using avoya does not work. It will not connect to Fidelity
Re: Ability to hide account balances in the Accounts List (edited)
This idea sounds similar to the one below.
[removed link to merged thread]
Re: Ability to hide account balances in the Accounts List (edited)
I would say that it is similar but not the same. I personally am looking to hide only some accounts from the NetWorth calculation
Re: Credit Card Utilization Report
One way to extend the credit utilization feature beyond the Credit Score section would be to add some functionality to the credit card set up by adding a "credit line" field to the account set up window when Credit Card is selected for account type. Then add a field in the credit card account register that shows the percentage of usage based on the latest balance downloaded from the bank. The utilization percentage could appear as part of the summary at the top of Credit Card account registers perhaps next to the current balance shown at the top right of the page. Another extension of this information would be to add a total credit usage percentage next to the
The question is what difference such a feature would make?
- This would help the user keep track of utilization during the month for each cc.
- This will provide information that would help the user decide how to distribute expense charges across cc accounts so as to prevent over recommended Usage ranges to maintain or improve the users credit score.
- This would help the user in timing cc payments to keep utilization within the ranges listed in the Credit Usage Rating scale.
As an example: My current overall credit usage reported by QS in the Credit Score updated on 7/24 is 12%. But as of today, 7/29 my overall credit usage is 5.8%. There is no way to have an actual up to the minute credit usage number for all the usual reasons, but a day-to-day update could be useful for anyone trying to juggle that number and keep it within a certain range.
Re: Why don't Chase transaction dates in Simplifi match the bank's dates (edited)
Thanks @Coach Natalie
Re: Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)
I have the same request when depositing checks - if I deposit two or more checks in one shot, they are combined into one transaction. I can Split them but then I am not able to match any of the splits with recurring income reminders.