Best Of
Re: Bill Connect: AT&T
I definitely agree with you. Like you, it is perplexing. There were complaints about the reliability of the old provider but this one is pretty much useless.
SRC54
Re: I am frustrated with this product
That's what I noticed about manual account balances as well, specifically with transfers from linked accounts. For some bizarre reason, After I make a change, I think the manual balance 'went wrong' with one bank sync, and recovered in the next bank sync. Bank sync's tend to happen at most once every "4-6 hours", presuming you logged in or resynced after that much time.
As per turning on Account to Account transfers, I have had that feature for a while, and you specifically need to turn it on for each account you want to have it on (it does verification deposits into those account, and you have to confirm that amount deposited - of course, anyone with access to your simplifi data could see the amounts). I have almost no reason to use account to account transfers, because chase (my bank) does "real time" transfers to external accounts, and will transfer back within 2 business days— Whereas with Quicken's account to account feature, there is always at least a 2 business day process (there is a period the money is unavailable to you).
RobWilk
Re: Where is (or is) credit score on QBP?
Nevermind, found it under "Planning tools". It's moved, apparently, and I missed the alert.
RobWilk
Re: Bill Connect: AT&T
Thanks. I just wanted to add them as @Coach Jon suggested in his post. I am surprised that we switched to a vender that does not have the catalog of billers that the previous had. Hopefully this is addressed soon, but as of right now I feel that this is a downgrade.
Re: Add a Mileage Tracker for Basic (non-QBP) Users (edited)
I would suggest taking this to larger idea of tracking not only the mileage but the donations and the associated milage.
Re: Health Equity Passkey/FDP-101 (edited)
I’m following the thread below but can’t figure out how to comment on it. FWIW I reached out to HealthEquity this morning and the agent I chatted with said “I see your inquiry above about connection with quicken. It is not because of passkey, we do have a known issue with quicken and our accounts team is currently working on to have it fixed with quicken. Once it is fixed, our accounts team will send a notification about it.”
Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)
please bring back the ability to create a rule from the transaction on the mobile app. Removing the check box and this functionality is extremely inconvenient and should be part of Simplifi
Re: How to withdraw from savings goal?
You should exclude the actual transaction paying the registration from your spending plan.
Why? Because you paid the registration with funds set that you set aside in the Savings Goal. And the contributions setting those funds aside were already charged against earlier months' spending plans.
So you have already booked this expense against your spending plan (in monthly increments) and including it now would be double counting.
DryHeat
Re: Price increase on subscription
i will add, in the last two years, the price of gold has doubled, which means the value of the dollar has halved. Even s 50% increase is still a discount, when you consider that.
RobWilk
Re: New User
Look into Savings goals, they are virtual hold money aside with monthly contributions kind of thing..
RobWilk

