Best Of
Re: HSA Bank Investment Account Not Showing Up To Add
Hello @subiemat and @maalamaal,
Thanks for the quick replies and update. I will let our product team know and we will be sure to keep everyone updated on this issue. In the meantime please continue to follow the alert.
-Coach Jon
Re: Is it possible to rearrange the order of accounts within an institution? (edited)
If you're less creative, like me, I like to use a 2-digit number in front of -all- account names
I have
01-Cap1 Spark
02-Chase Visa
03-Comenity MC
04-CitiVisa
etc
It sorts alphabetically, so putting the 0 in front if you have more than 10 accounts keeps it working for the larger number of accounts.
Technically, I have less than 10 right now, but i had more than 10 when I set it up.
-Rob
RobWilk
Re: Is it possible to rearrange the order of accounts within an institution? (edited)
The workaround is to rename them so that Simplifi rearranges them. I like mine arranged by balance.
So First US Checking becomes 1st Checking.
Capital One Savings becomes 360 Savings.
It helps to be creative. 😉
SRC54
Re: New Feature Alert: Advanced Transaction Rules!
Advanced Transaction Rules are now live to all of Early Access!
Re: QBP: Estimated Quarterly Tax Calculator (edited)
This ability is now available with our Tax Planner feature!
Re: Human Interest FDP-103 (edited)
@T Dub see if this new alert is related.. the new one is a 105 error, the old was 103
RobWilk
Re: Download Spending Plan to .XLS or .CSV
This report is vital for being able to have a conversation with my family about spending.
Thursday
Re: Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)
I usually sit down on a Sunday evening and schedule payment of bills online. I can be inconsistent as to how far out in the future I am scheduling payments. Therefore, I need a way of seeing which bills (Reminders) have already been scheduled and which might still neet my attention. I believe the use of a flag would be adequate but have observed that flags only apply to Transactions that have made it into the Register. There are currently no flags that apply to a Reminder. Please add this feature in the near future so I don't start getting late fees as well! Thank you.
PJH
Re: All My Recurring Transaction Series Disappeared!!!
if it is mobile app, you might want to try uninstalling snd reinstalling the app. It could be app data corruption. I primarily use the web app, where the other common fix is to try incognito mode which if successful means you might need to clear cache/cookies.
RobWilk
Re: All My Recurring Transaction Series Disappeared!!!
@anold — "And I don't recall closing or deleting anything."
I would guess that your recurring series were probably linked to various different accounts. (Let me know if I'm wrong about that.) To lose all recurring series because of account deletion, you would have to have deleted every single account that had a linked recurring series. That seems unlikely.
DryHeat