Best Of
Re: All My Recurring Transaction Series Disappeared!!!
I have run in to the same issue in the past when re-linking (or resetting, or something, I don't recall exactly) my accounts. I assumed that since my series were already created, I didn't need to tell Simplifi that Yes, I would like it to create them again. Luckily it was just one account and wasn't too many so I recreated them manually as I noticed them (and tried not to rely too much on my cash flow projection for the next month or two until I had gotten them all back).
I really think that the message in that box needs to be updated to say that if you already have these series created and would like to keep them, click yes, and if you click no, the existing ones will be deleted.
I don't remember exactly what I did to trigger this issue or when this happened but I definitely discussed it here in the community at the time, since I was in the process of troubleshooting an issue (it might have been the Chase account balance issue that was resolved a few months ago). I'll see if I can find it.
Re: Credit Union of Colorado - FDP-106 error (edited)
@Slicery, thank you for giving those steps a try and posting back!
It looks like we got an Alert up for this issue a couple of days after this thread started, so this issue has been escalated from our end:
Anyone experiencing this error with Credit Union of Colorado can follow the Alert I just linked for updates. And in the meantime, you can track the account manually to keep your records up-to-date. Our support article here goes over adding manual transactions in Quicken Simplifi:
We appreciate your patience as we work to resolve this connection issue!
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.


