Account to Account Transfers (A2A): Share your feedback here!
Comments
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A2A Transfers are in early access, so it's good you are vocal about it now. Not that many users have reported using it yet.
I think I mentioned, for this topic, that making an account manual and reconnecting it to the bank disconnects A2A transfers if you need to do that (there may be another way, too).
My iron levels on the blood test were well within normal range, so "if" I have it, it's not because of iron deficiency, but I think if it were, that's where spinach would help more. My doctor will probably call me on the blood test sometime next week.
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Rob Wilkens0 -
Please hide this feature, or allow us to be able to hide it. Sick of seeing the giant banner that I will never use. Way to big of a risk. Honestly am shocked that people actually want to use this. Especially considering Quicken STILL DOES NOT USE BASIC MFA!!!
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I can see the feature now. I closed the banner by clicking no thanks and my screen does not show such anymore.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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That's great. It appears that if you do set it up then decide not to use the service and disconnect or disable the feature in your A2A enabled accounts, the banner returns at the top of each cash account, checking and savings, with no option to decline or dismiss.
I'm wondering if Quicken receives a fee from the A2A service provider for each completed transfer.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
same here. i dismissed on the main screen yet every account has the banner up top. once we dismiss it should be hidden everywhere except in settings.
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Please tell me that the "Transfer Money" banner advertisement is not a permanent fixture. I can live with it in the accounts/settings area, but not on one of the main screens to review transactions.
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Like you, I hope it will go away at some point. Takes a lot of space, and worse, it won't work for me yet anyhow.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20090 -
Hey everyone, great news! Our product team is working on the banner in accounts so it can be dismissed.
Thanks!
-Coach Natalie
-Coach Natalie
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Thanks @Coach Natalie - hope this gets resolved soon
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Hi @Humanleg86, I agree that we should have an option to hide the banner. I've created a feature request. Please upvote if you agree:
Give option to remove "Transfer Money" banner on transaction pages — Simplifi
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Started using this as a test, so far, I like it.
One suggestion - when creating a transfer, it reflects in the balances as though it has already happened. In reality, it will be a day or two before the actual transfer is completed. I suggest a reminder transaction is created and dated the expected arrival date of the transfer.
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I’ve given up on this solution and company. I’m on my way to [removed].
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@Coach Natalie Any word on why Simplifi is still saying it cannot send test deposits to FUSB? I figure that FUSB doesn't want to support it, but they tell me they aren't blocking it. I may ask the guy who is working on the other problem for us at FUSB.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20090 -
I have 6 accounts at First Tech Federal CU (4 checking & 2 savings) that I am wanting to transfer between. I was able to successfully set up 5 of the 6 accounts (4 checking & 1 saving), but the one savings account gives the following error message when I try to set it up. I used the same process to setup the accounts so I am sure the account number is correct.
Account verification failed
We’re sorry, but verification deposits could not be delivered to this account. Please go to the Help Center, and initiate a chat with one of our support agents.
I did as suggested and contacted a support agent, but they could not figure out what was wrong and suggested I post here to see if anyone could help. Anyone have a suggestion on what to do?
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@DaveRus, thanks for posting!
The steps for you to follow can be found in this earlier comment:
Let us know how it goes!
-Coach Natalie
-Coach Natalie
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@Coach Natalie I'll be interested if anyone has had success with disabling and starting over, because I've done it over and over without success. It just goes back to the same error message.
Don't bother with support agents; they send you here. I've double and triple checked account numbers and routing numbers.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20090 -
Have the user try again and make sure it is the correct routing and account number.
I have tried numerous times and always the same error message, also I am sure it is the correct routing / account # since I can cut and copy the numbers from the account web page.
Try disabling the account and starting over. There should be a three-dot menu with an option to "disable account for transfers". I'm not sure if this is under Settings > Accounts or Settings > Transfer Activity, but I'm guessing it's definitely in one of those locations.
Let us know how it goes!The option to "disable account for transfers" only shows up on the accounts that worked, the account that is having trouble does not have that option.
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@DaveRus, thanks for the reply!
If you navigate to Settings > Accounts, you should see the failed account, as it will have a 'verification failed' chip. Click the three dots for that account, and then select "Disable account transfers". This should completely disable the account so you can start over again. I would also suggest contacting your bank to make sure the account and routing number being used are correct. It is my understanding that sometimes the account number on checks or in your online banking account may not be the same one used for ACH transfers.
Let us know how it goes!
-Coach Natalie
-Coach Natalie
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I tried again today and it worked. Not sure why as I did nothing different this time. Oh well.
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Hi there,
I recently wanted to use Simplifi's new feature allowing me to transfer between accounts within the app. When I went to register, however, I could not put in my address because it does not allow me to input the District of Columbia in the state field of the form (screenshot below). Now, I know we're not a state, but I do have to put something down, and no other option would make sense.
Can this be fixed?
Xander
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@xnn7, thanks for posting to the Community!
I have gone ahead and merged your post with our feedback thread for A2A. I think the official option to choose for DC residents would be Maryland. Please give that a try and let us know how it goes!
-Coach Natalie
-Coach Natalie
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Interesting! I could certainly try that, though I suppose it goes without saying that D.C. is a different jurisdiction from Maryland and so that would technically just be me putting in the wrong address haha. But I can use that as a workaround to try out the feature I suppose!
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It looks like I'm seeing a plot point for the transfer in the cash flow chart, but at the same time, the balance seems to reflect the transfer — so hovering over the plot point gives a balance that day that is twice the effect of the transfer.
-Rob
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Rob Wilkens0 -
I am trying to add accounts and have been able to add some successfully. However, now I get an error when trying to add additional accounts. Can someone please assist?
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@sparkman2011, thanks for posting to the Community!
The steps for you to follow can be found in this earlier comment:
Let us know how it goes!
-Coach Natalie
-Coach Natalie
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I'm excited about the new A2A feature in early access! It's a great addition for those who don't have direct transfer capabilities built into their bank accounts.
However, I'm curious about the limitations of this feature. The documentation doesn't seem to specify any limits on transfer amounts or frequency (Account to Account Transfers (A2A) | Quicken Simplifi Help Center)
Does anyone know:
- What are the maximum transfer amounts per transaction?
- Is there a limit on the number of transfers we can make per day, week, or month?
Understanding these limitations will help us assess the full potential of this feature and plan our financial strategies accordingly.
It's important to note that if the limitations on transfers match the limitations imposed by the bank accounts themselves, then this feature doesn't necessarily offer any additional benefits over directly transferring funds through our bank accounts.
Thanks in advance for any insights you can share!
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Not sure how to troubleshoot this.
I have one Personal account with Farmers & Merchants…
And two Business accounts with Farmers & Merchants…
All of them are synced successfully. Also, I was able to set up bank transfers for all of them, EXCEPT for the highlighted one. For that one, I'm getting an error about an invalid account number. I've triple checked my data entry and checked with the bank. They said they don't have a separate number related to ACH transfers.
Any ideas what I should try next?
[Edited - Removed Personal Information]
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.0 -
Hello @Flopbot,
To troubleshoot this issue, when you go to Settings>Accounts and look at the account that's giving you the error, does it show as enrolled? If it does, click on the three dot menu, select Disable account transfers, and try setting it up again.
If the issue persists, or the account doesn't yet show as enrolled, please send us a logs so we can look into this further. To send logs, please follow these steps:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
Please let me know how it goes!
-Coach Kristina
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I know I meant to report this, but I cannot find where I reported it, so I must have forgotten.
Earlier I reported that the Cash Flow chart lacked the upcoming transaction on the chart, that was half-fixed. Now, it reflects both in the current balance AND in the cash flow forecast. So if I transfer $100 into an account, the account balance reflects the $100 transfer, and additionally the cash flow forecast reflects an additional $100 coming even though it's already factored into the balance.
There must be a decision made whether to 'pre-include' the transfer transaction in the current balance, or to only show it as an upcoming cash flow credit - it shouldn't be both. What I suggest is factoring it into the balance, and leaving it on cash flow chart but don't have it affect the balance.
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Rob Wilkens0
