SOFI vault

Shia

Hi,

Can we get Simplify to show Sofi vault balances?

Thanks!

Coach Natalie

@Shia, thanks for posting your inquiry to the Community!

I found this in an older, archived post, where this exact question was researched a couple of years ago:

If SoFi's vaults are still set up the same way, it doesn't sound like Quicken Simplifi is able to add them as accounts. With that said, however, are you experiencing balance issues because of this or anything along those lines?

Please let us know so we can best assist!

-Coach Natalie

quirkymarilyn

I have a savings account through SoFi which allows me to create multiple vaults or buckets for goals. Is Simplifi working on adding this feature? Mint currently allows me to view my individual vaults and tag them to individual goals. Below is an example of my savings account and some of the vaults I’ve created and are recognized by Mint

[edited image to reduce size]

Coach Natalie

@quirkymarilyn, if this ability was available in Mint, feel free to create an Idea post to outline how it worked and request it for Quicken Simplifi.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

-Coach Natalie