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Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

Can we please get an update or a time-frame on when MFA will be implemented into Simplifi? The fact that anything tied to financial data and does NOT have MFA is astonishing. Considering this thread started in 2019 and it is now 2024 with no ETA on a core security function to protect customer data does not make me feel comfortable.

darkknight01

3

Re: Split Transactions in Reports, Watchlists, and the Spending Plan: Share your feedback here!

@Teniola regarding hiding part of a split transaction and adding notes to splits - The ideas have a planned status, so they are next to be worked on.

Feature Requests — Simplifi (simplifimoney.com)

UrsulaA

1

Re: Deja vu - I'm Like a New User Again

https://community.simplifimoney.com/discussion/comment/38988#Comment_38988

I've done that with Simplifi and it works great.

In Chrome, click Settings (the 3 vertical dots) > Save and Share > Install Page as App

EL1234

1

Re: Northwestern Mutual Life Insurance

Dealbreaker for me. Half of my net worth is tracked in NW Mutual IRA

Junkfish

1

Re: Northwestern Mutual Life Insurance

Update on Northwestern Mutual connection addition status?!?

ogl

1

Re: Add the Reviewed Checkmark to Investment Transactions (edited)

Hello @SeattleGuy,

Thanks for reaching out! We went ahead and turned this post into an idea post, as we believe it is a great topic for a feature request. Having the ability to mark a transaction as Reviewed for investment accounts is a great idea! This way other users may also vote for the idea!

Thanks,

Coach Jon

1

Re: All Recurring Yearly totals when using Every Month is multiplied by 13 instead of 12 (edited)

Hey again, I already heard back on this and it sounds like 'Yearly' totals are not derived by a simple multiplication. This is what our product team said: "For the yearly calculation, we do it slightly differently than multiplying the recurring amount by 12 months. We calculate the amount based on how many posted transactions exist for the recurrence + the amount of future scheduled transactions for the rest of the calendar year multiplied by the amount."

@RobWilk, this is most likely what you're seeing with that one Recurring Transaction that shows a $0 total.

Let me know if anyone has any questions on this intended design!

-Coach Natalie

Coach Natalie

1

Re: CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

In CSV downloaded transactions, the line items for the split transactions do not show the account name. There is a "master" line item with $0 that includes the account name, followed by line items for each split that do not include the account name. This prevents me from running account reports using the CSV, because the line items for split amounts are not associated with an account.