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Re: Ability to schedule account updates [edited] (1 Merged Vote)

The ability to schedule account updates has been released to the Web App, and will be available on the Mobile App in January! See our announcement below!

https://community.simplifimoney.com/discussion/11001/new-feature-alert-ability-to-schedule-account-updates

Thank you!

Coach Natalie

5

Re: If I could tell everyone the inadequacies

I've resisted getting involved with this conversation due to the dead-end nature of the original post, "If I could tell everyone not to use this application I would." OK, thanks for your input.

I'm just the opposite, I do recommend Quicken Simplifi to family, friends and strangers quite often because I think it's a great product and a great tool.

Do I make these recommendations because I'm a "superuser" in this forum or am I a "superuser" because I have no problem making these recommendations. Something to ponder. But if you do ponder this, just keep in mind the whole "superuser" thing has nothing to do with the use of the product, it is strictly confined to this particular forum and one's activity level herein.

I personally don't care at all if you want to subscribe to QS or not. If you like the product and it works for you, great. If not… great, move on. But this forum exists to provide a support and is provided to you by QS as part of their customer support and Quicken employees actively monitor and provide support here. The rest of us are here by choice to also support each other in our use of QS.

DannyB

7

Re: It's nearly Halloween! Tell us your costume ideas and Halloween plans!

I really get into Halloween, decorating my house. I enjoy just hanging out & giving out candy. Gonna dress up as Indiana Jones this year.

Joe.Hoss

10

Re: Barclays url change?

Hello @rjg5060 and @wilcox17554,

Thanks for the replies. The URL seen in the Add Account screen is typically referred to as the Homepage URL and is not necessarily the one we use to download transactions from a financial institution. The reason we ask for the information I requested previously is because in order to escalate an issue, we need to gather enough information and examples to determine what specifically is occuring. Once that information is provided, we can begin the escalation process.

https://community.simplifimoney.com/discussion/comment/42320#Comment_42320

I hope this makes more sense,

Coach Jon

5

Re: Add back Interactive Brokers

Hey everyone, our engineering team added an Interactive Brokers bank option that was available through Plaid. You should all be able to use this new option moving forward!

Thanks!

-Coach Natalie

Coach Natalie

5

Re: Customizable Columns in the Spending Plan (edited)

The idea is added @EL1234 and @Coach Natalie. Thanks!

Option to Add Reviewed Column in Spending Plan — Simplifi (simplifimoney.com)

UrsulaA

5

Re: What features will make watchlists perfect for you?

Ahh, actually… I am mistaken when I was thinking that all income didn't work, but after messing with it I see that anything from a brokerage doesn't work in that all the metrics are zero such as "monthly average" "total", etc…

I could live with negative values, even though it would be nice to flip the orientation, but again a watchlist can't be created for something like dividends out of a brokerage, everything just shows up a zeros :(.

Maybe this is something that will happen as they improve the "Investments" section.