Transactions

ZZPSP
ZZPSP Member
edited May 10 in Feedback
I have a few recurring transaction that is tied to a manual account. I click "Link to Transaction" and I get this from Simplifi: "We couldn't find any transactions. You might have searched for something too specific. Try resetting the search if so Click here to reset the search." The system cannot find the transaction I just entered five minutes ago?

Another issue: You cannot transfer funds to/from an Annuity or Brokerage Account which is done Hundreds of Thousands of times a day in the real world. Simplifi has so many rules instead of allowing a person to control their own budget or spending plan. Simplifi is not regulated by the Federal Reserve or any type Banking Act so what's with all the rules?

Changes need to be made.

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