Best Of

Re: QBP: Ability to include business income and expenses in the Spending Plan (edited)

Second this!

As a sole proprietor not having this functionality kind of makes the Spending Plan pretty useless for me, since it's always in deficit, and I have no way of seeing if my income is balancing out against my outgoings in the spending plan.

I'm not sure how someone situated like myself is supposed to effetely use the Spending Plan otherwise?

cloudquick

2

Re: FDP-103 Error still exists with Tangerine

Hello @Coach Jon,
Unfortunately, I do not have any documentation to provide. All I can say is that around the end of August Tangerine encouraged its users to change from using a PIN to using a password for online banking (on their web site page and when using the app on a small device). I think the PIN is still used for identification when talking to a Tangerine employee for transactions over the phone.
We can not revert to using a PIN for identification on the web page nor the app once we have made the switch to using a password.
On both of these platforms we still need to provide our Login ID and (depending on whether we have made the switch or not) either Password or PIN. More on this: the web page for login says that as a Login ID we can use our "Client Number, Card Number, or Username". For me only the Client Number works. In regards to the PIN or Password, it seems that since I have already made the switch to using a password, on the next page (after having provided my Client Number) I am presented with the "Password" window. The site (and the app) seems to recognize, probably from my Client Number, that I have made the change to using a password. But if I enter my wife's Client Number (she has not yet made the switch to a password) then the next page asks for a PIN, not a Password.
I can connect with Quicken to Tangerine using her accounts (and Client Number, PIN and Security Code — 6 digit code sent via text message to phone) but Quicken can not connect to Tangerine if using my accounts (and Client Number, Password and Security Code). We both can connect to Tangerine via their web site or app using our respective login credentials. Further, in my case, using the PIN does not work, neither on the web page nor via Quicken.

I hope this can help. I don't understand though why you ask such information. Can you not contact Tangerine for clarification?

Sincerely,
Paul

Paul F

1

Re: FDP-103 Error still exists with Tangerine

The issue has not been resolved!!! The PASSWORD still doesn't work!

andre

1

Re: All My Recurring Transaction Series Disappeared!!!

That was a fast response, I appreciate you.

anold

1

Re: Simplifi Won't Update in IOS

@SRC54 I just updated using my iPhone, and although it was quite slow like it was a few weeks ago before they fixed it, it worked.

Then I checked with my iPad and it too worked.

Then I checked the update times with my Mac, and all seems to be working again.

TheReal702

2

Re: Simplifi Won't Update in IOS

Yes, I found the app right away it just wouldn’t load until I rebooted my iPad. I then used my iPhone to manually update all of my accounts. Something is still wonky, but I’ll check again once the 4 hour period passes.

TheReal702

1

Re: Ability to create a transaction from a Reminder (edited)

I have mixed feelings. This *isn't* Quicken, and for the most part, isn't meant to be. So creating transactions in advance of them clearing the bank seems antithetical for Simplifi.
On the other hand it would make the balance projections much more timely and accurate.
I'd likely not use this, opting instead for the paradigm of waiting for it to appear in my register from the source.

Jeppedy

-2