Best Of
Re: USAA accounts constantly asks to re-authenticate
I followed your suggestion and it seems to work! Thanks! Along the way I think I know what happened so I put this out there for anyone else who might be seeing a similar issue.
There was a savings account attached to this connection that had been idle for a year and when that happens USAA flags it as inactive and causes problems in other Quicken products as noted in this thread. The one year mark happened about the time I started having problems. When I reset the whole connection the inactive account now appears as "disconnected" in Simplifi and no longer appears in the link dialog—this seems correct given whatever USAA does to it. So I believe the old connection kept trying to access the idle account but could not, therefore triggering the re-authorization each time.
With the reset, the idle account is is no longer part of the link, and the active accounts are working as expected. Thanks again!
Re: USAA accounts constantly asks to re-authenticate
Hello @SierraQ,
Thanks for reaching out! This sounds like a new token may need to be generated for the OAuth connection to your bank.
- Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
- Navigate back to Quicken Simplifi and reset the connection for the bank by following the steps here.
- Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know if this works for you!
-Coach Jon
Re: Edward Jones Canada investment accounts do not record transactions correctly
Thanks. I have contacted support directly and they are escalating the issue.
Regards,
Hugh
Re: Apple Wallet Integration: Share your feedback here!
It worked perfectly for me! I'm thrilled to have this integration added.
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.
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.
Re: Deja vu - I'm Like a New User Again
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
Re: Northwestern Mutual Life Insurance
Dealbreaker for me. Half of my net worth is tracked in NW Mutual IRA
Re: Northwestern Mutual Life Insurance
Update on Northwestern Mutual connection addition status?!?
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