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Re: Raymond James Invest CA - unable to connect, Care code: FDP-155 (edited)

Thank you

Paradon

1

Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

https://community.simplifimoney.com/discussion/comment/62336#Comment_62336

Thanks for the suggestion. That would work in the interim. If the lack of this feature starts bugging me too much, I’ll definitely go this route. Thanks!

kg4ysy

1

Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)

I actually like it a lot! I do this with a relative (who I shop for online and they zelle me the balance once a month), and I finally have a good way to reconcile and make sure all the charges are covered and nothing is forgotten.

EL1234

1

Re: Valon Mortgage, Inc - valon.com

Any updates on Valon mortgage integration?

fatnoah

1

Re: Fidelity Retirement and Investment - Not updating

I checked again, and it seems to be updating now. Thanks for following up.

jrussell271

2

Re: Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

@DryHeat - Future-dating manually entered transactions does work.

However, I have found no workaround for Simplifi-initiated A2A transfers.

bob303727

1

Re: Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

It's there! Posted it last week.

bob303727

2

Re: Add OneFinance/OnePay to Supported Banks (edited)

Add me to all the above, please. Truly, this is an unmitigated disaster for me. Wow. Wow.😳

Amethyst64

3

Re: OnePay CashRewards Card Support (edited)

Questions was not actually answered and the URL responded with is incorrect. That combined with the fact the coach responded with a comment for a request dated back to 2021, and the OnePay Walmart Rewards Mastercard didn't even exist until its launch in the Fall of 2025.

The correct URL is: https://web.onepay.com/

This information referenced is from a very old post and it just seems like someone answered quickly to close the topic, but using the link in the comment is not going to work.

Lots of people use Walmart+ and that card is becoming the default for all new members, there will be a large number of people who won't have this as an option in their list if this isn't added soon.

Please revisit this topic and correct any errors in existing inquiries for this financial institution request.

rob2k88

1

Re: Investment Transaction Will Not Update Manually on Mobile (edited)

@SRC54 It was an IRA account where I changed the Transaction type from Income Dividend to Payment/Deposit, changed the Transaction Category, unchecked the Exclude from Reports box, and then tapped Update for income reporting. This has been the standard workaround I discovered in the forums when I joined Simplifi 18 months ago. The bug I discovered last month, then waited to report to see if it would go away.

@Coach Natalie Thank you for looking into it and replicating the problem.

Forteleza

2