Best Of
Re: Issue exporting the Taxes Report to .txf
I purchased a Quicken subscription in late November, specifically for exporting and importing data into TurboTax. I've spent hours and hours since then, without the ability to export "any" files to TurboTax.
One Simplifi rep tried for over an hour via Chat to find a solution, but then said he would need to phone me at 10:30 a.m. Pacific time today, to continue troubleshooting over the phone. I confirmed that would be 12:30 p.m. for me in Central Time - but he called me at 10:18 Central, and I wasn't available. I've tried twice today to return the phone call, waiting on hold for a total of 90 minutes, before being disconnected both times.
The current issue is this: Simplifi insists that we can export a .txf file of our Tax Report from their Web version. However, even that hasn't worked. Every time I click on that download option in Simplifi, nothing happens.
My case number with Simplifi is 12144215. Is any other customer "currently" able to export .txf files of their Tax Report? If so, how are you making it work?
If the Simplifi web version isn't currently able to export any .txf files, that capability should be fixed - and removed from the website until then, so that customers like me don't continue to waste everyone's time. Thanks!
Stu123
Re: Ability to Split Investment Transactions (edited)
Yes, please. At least for the Payment/Deposit type transaction, which by definition is a cash-type transaction.
FWIW you can get this done manually by recharacterizing the investment account as a banking account, causing the split, and then recharacterizing the account back to an investment account. Generally seems to work except that sometimes it will cause the other side of transfers to become "Uncategorized", and you can't see the splits/categories in the investment account (but they will show up in reports or when using filters).
WJB
Re: [ONGOING] 5/15/25: Target Red Card - Missing Transactions
ONGOING 05/29/25
This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
[ONGOING] 5/15/25: Target Red Card - Missing Transactions
We are currently seeing an issue with Target Red Card not downloading transactions in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.
If you're experiencing this issue in Quicken Simplifi, we recommend manually entering the missing transactions while the issue is being worked on to keep an accurate and up-to-date register: https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99
If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-13069
Re: Ability to mark Investment Transactions as Recurring (edited)
Has any inroads been made on this? I also basically live out of my brokerage account in lieu of a traditional checking account, with my paycheck direct deposited to it and I pay all my bills from it, so being able to see my direct deposit into my brokerage account auto populate as income and not have to manually enter values would be nice.
User1727
Re: Issue connecting two logins with Vanguard (edited)
@Coach Jon Has the issue been escalated only now or 5-6 months ago?
Re: Allow a manual update of the balance on manual accounts (edited)
Hello @scottnliz,
Thanks for posting your suggestion to the Community!
In regards to keeping a manual account balance in sync with your bank balance, this is accomplished by manually entering the transactions that took place into the register so that the data would match what your bank has, including the balance.
I have, however, turned this into an Idea post requesting the ability to manually update the balance of a manual account so other users can vote on it and our Product Team can review it. Please be sure to add your vote as well!
-Coach Natalie
Re: Ability to auto-backup and restore data (edited)
The solution 'should' have been (if everything worked right) mark the existing apple wallet account as manual rather than deleting it, then relink (when re-connecting to apple wallet) the apple wallet account to the existing manual account.
However, I think you'll find an existing request for backups, probably with more votes. I'm looking for it now: [removed link to merged thread]
RobWilk
Re: Deleted Savings Goals still showing in accounts (edited)
I believe a fix for this was announced as 'coming soon':
RobWilk