Trouble adding accounts after moving from mint
Looking for an alternative to Mint, this is the first one I have tried. So far cannot add Vanguard Roth IRA, which appears to be a known ongoing issue. Can’t add Kohl’s Credit Card which again appears to be a known issue. Had to manually add home. Mint links with Zillow for this, looks like people have been requesting this (and KBB) for years with no action. Citibank has intermittent problems updating. Also, when I bring up transactions it only shows 4-5 characters for the payee so for most I have to expand it to see who it is. Is there a way to change the view? The link I clicked on said it was supposed to be a 30 day free trial but it charged me right away. Mint was free, so far this seems to be a step back. Any reason to think any of these issues will be addressed any time soon?
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@kneessij, thanks for sharing your feedback, and welcome to Quicken Simplifi!
Unfortunately, we don't have an ETA to provide on most of the subjects you mentioned. The best I can offer is to have you follow the applicable Community posts so you're automatically notified of any updates when they do become available.
For the issue with Payees, are you perhaps using Quicken Simplifi on a smaller screen? If so, since the column widths can't be adjusted on the Web App, you can always click on the transaction to pull up the Transaction Detail window so you can see the full Payee. Otherwise, I'd suggest adding your vote and feedback here:
As for the free trial, Quicken Simplifi no longer offers a standard trial, which is why you were charged right away (we offer a 30-day money-back guarantee instead). However, we do have an offer for Mint users that you can still take advantage of:
I hope this helps!
-Coach Natalie
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YIKES …. Not looking good - since all of these financial institutions appear to work fine with other vendors and even with Quicken desktop products …
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Hopefully, this recent rush of Mint users checking out Simplifi has Simplifi management in emergency mode accelerating resolution of long known weaknesses, such as the ability to connect to far more (all) financial institutions. It seems there may be many new customers up for grabs!
In Progress ·
Last Updated October 2022"Simplifi is currently migrating to a new aggregation platform, in hopes that we can provide a better connectivity experience! We are also looking into using services such as "Plaid" and "Finicity" to provide more connectivity options."
Says "In Progress"…. Been a year, any progress on providing more connectivity options?
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hah … getting right on that - a year ago
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I'm kinda curious if they're past the "looking into" phase... were there prohibitive costs involved? Is the api/interface compatible or can it be made to be? When one bank is supported by multiple services, how will it choose? Are there contracts with intuit (*i.e. exclusivity) that prevent this? Any kind of update would be helpful.
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Rob Wilkens0
