Best Of
Re: FDP-101 error with Fidelity (edited)
Send me a REFUND now i’m done waiting. This is absurd maybe the wait length wouldn’t be as much of a problem if you all communicated properly but it’s been very lackluster, I’m disappointed. Check my account I am within the 30 days and please refund me. Thanks @Coach Jon @Coach Natalie
Re: FDP-101 error with Fidelity (edited)
This is no longer a useful application. To take this long to fix a connection to a major finance player is unacceptable. I will stay with Quicken Classic, who can connect to Fidelity with no problem so maybe there is something to be learned here.
rdenove
Re: FDP-101 error with Fidelity (edited)
I just subscribed it last week lol and then I saw this… great…
Re: Watchlists: Update the Graph Data when filtering the Transaction Activity area (edited)
Agree, I will like this.
UrsulaA
Re: FDP-108 with Laurel Road (edited)
Success. I was able to reset the connection and the transactions downloaded.
Re: Citibank account - transaction just vanished in Quicken.
monitoring forum posts by email, feels like a lot of people have recently reported transactions that appeared and disappeared. I have not noticed this myself, though.
RobWilk
Re: Planned Spending Categories not showing correctly. (edited)
This issue is fixed for me. My parent categories show accurate transaction counts for all subcategories in the spending plan tiles.
UrsulaA
Re: Exporting transactions from reports no longer includes parent categories (edited)
Ursula - Thank you for confirming this. The spending report download used to include the parent categories, and this only recently changed. So I hope that it can be corrected on Simplifi's end of things. Otherwise the download from Spending/Reports isn't useful, since it doesn't include the appropriate categories.
lwyman
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Across multiple accounts, I can receive a transaction like "Online Payment Thank You". I would like to apply a different name to this transaction like "American Express - Payment" or "Citibank - Payment" depending on the account in which it arrives. I would like to suggest an enhancement to the matching rules so that they can apply to ALL accounts or to SELECTED accounts (such as one or more accounts).
wmanzer
Re: Planned Spending Rollover: Share your feedback here!
Hi @donnajean
An interesting idea. What I do instead of setting savings goals, whatever I have leftover at the end of the month, I consider savings. The more I have the more I win.
Also, I have a checking account that pays bonus interest so I set it as a savings account so my savings is reflected that way too.
I realize this won't work for most. BTW, I agree with you about rollover spending categories. I just adjust them each month. I don't do rollover.
SRC54