Best Of
Re: Refund Request.
Hello @Ladybug,
Thanks for reaching out to the community! I am sorry you have been having trouble with Quicken Simplifi. I can certainly cancel your subscription and process a refund for you if you would like, but I wanted to make sure you did not want assistance with troubleshooting first. Please let us know!
Thanks,
Coach Jon
Re: Unable to connect to Navy Federal Credit Union (edited)
I am having the same error as well, and No the suggested work around is not working.
Is anything being done to look into and fix this issue. I have not been able to update my transactions from my NFCU accounts since trying to refresh the account per Simplifi's instructions for the updated way of connecting to navy fed.
Re: Expand Reports Features/Stats
Some of the features you are requesting have existing idea posts. Please vote for them below. With more votes, the chances for consideration improve.
- Add cumulative spending via line chart - create a new feature request
- Expand feature above to lay cumulative spending, net worth or debts etc. totals this month's over same period last month (Mint app feature)
- Add "total" and "average" pop out boxes for spending - use case when you want to see what your monthly average spend within a category is
Watchlists have 12-month averages.
Report feature requests
- Add more quick select options to time frame - 1 year, all time etc.
- When expanding time-frame to a period of more than a year, allow for an option to view by month rather than being grouped by year.
- In spending, when showing stats "over time" and by category - when you select one category it would be nice to see the stacked bar charts by sub-category.
Feature request
Related post
Per community guidelines, each idea post must have one feature. Users can then vote on the posts.
Re: We would like progress updates on Apple Card (edited)
FYI, tweet from Apple Card https://x.com/s4m/status/1765118397329952895?s=20
Tweet from Quicken https://x.com/Quicken/status/1767261781695807935?s=20
Re: We would like progress updates on Apple Card (edited)
I saw an announcement from Quicken Lee regarding Apple Card. Check it out.
https://www.reddit.com/r/simplifimoney/comments/1b97rjs/yes_apple_card_support_is_coming/
Yes, Apple Card support is coming!
Announcement!
I can officially confirm it's coming and VERY soon. I'll share more when I have those details.
Re: Rollover unused Spending Plan money [edited] (10 Merged Votes)
Hey everyone, we are hoping to see rollover enabled for Planned Spending in the next couple of weeks!
-Coach Natalie
Re: Link to existing bill or subscription should add category/tags from the recurring expense
Regarding tags, I had tags applied to the recurring series and those tags get applied to the linked transaction once the transaction is linked to the series.
Tag example in recurring series
Linked transaction
Re: Missing Alight Solutions (3 Merged Votes)
Alight has been officially requested from our side, but we cannot guarantee we will be able to support the request. We do understand your concerns, and I would suggest contacting your bank directly and sharing this OFX connection link with them and we will be sure to let you guys know when we have any news in the meantime.
Thanks,
Coach Jon
Re: Customizable Columns in the Spending Plan (edited)
Thanks for posting your request, @EL1234!
As mentioned by @RobWilk, the gear icon shouldn't be in the Spending Plan. We had originally reported the column selections not changing anything as a bug (see here), but our Product Team determined that the Spending Plan shouldn't have customizable columns, so they're removing the gear icon to avoid confusion.
With that said, I love that we now have an Idea post requesting customizable columns in the Spending Plan so users can vote on this ability! I went ahead and edited the title to cover customizable columns in general so we can get a thorough idea of what users would like to see as far as this functionality goes.
For anyone interested in customizable columns in Reports or Watchlists, we have existing requests for these as well! 😀
-Coach Natalie
Re: Customizable Columns in Watchlists [edited]
@prat0088 I just checked, and you're absolutely right! Some of the display options that are available on the "Transactions" page - like showing or hiding columns, or choosing how "compact" the display is -- are not available on other lists. One solution would be to make those options universal for all Simplifi lists. Thanks for the suggestion!