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[ONGOING] 5/8/24: Midwest Loan Services Inc returns a 101 error
We are currently seeing an issue with Midwest Loan Services Inc returning a 101 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.
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Thank you!
KI-5801754
Re: Ability to download or print Reports [edited] (1 Merged Vote)
Re: Ability to download or print Reports [edited] (1 Merged Vote)
It would be great to have a PDF/Print a clean report on your net worth page that could be saved/downloaded for which ever month you want (both current day MTD and previous months). This would be extremely useful and handy for private records, being able to send to lenders, etc. This feature isn't aviable to my knowedge on any other similar program and would be a huge bonus to an already great program.
Re: Apple Wallet Integration: Share your feedback here!
@Bgz , it sounds like your wife's accounts would need to be in the Apple Wallet App on your iPhone since that's where Quicken Simplifi gets the data from. It also sounds like this isn't something that's supported by the Apple Wallet App, so it wouldn't be possible in Quicken Simplifi. However, our product team will investigate how we can accomplish this, if possible!
-Coach Natalie
Re: Apple Wallet Integration: Share your feedback here!
@Bgz , I'm inquiring on whether more than 1 set of credentials is allowed for Apple Wallet and will let you know what I find out. I think @SRC54 is referring to a new feature with Apple Card where you can combine your and your wife's accounts. This might be something to consider if Quicken Simplifi only allows one set of credentials!
-Coach Natalie
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
@MCStraight, we updated the status of this Idea post earlier to "Planned"; you can see it on the very first comment in this thread (page 1). 😀
-Coach Natalie
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Hi Rob - how did you find out this change was in the works? So glad to hear it btw!
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!