Some Questions for a recent switch from Mint + guidelines requested
Hello,
I switched over to SimpliFi as Mint is shutting down and I have some general questions that I am hoping for some guidance. I tried using the Call back feature; but I haven't yet heard back from SimpliFi; so I thought I'd reach out here. Here are my 6 questions where i would appreciate some guidance-
- I signed up when the switching over from mint was promoted and users were given 9 months free. How do I see if the offer was applied to my account? My sign up date was 12/17. I clicked the link- but I can't verify if it has been applied to my account
- I have since uploaded transaction CSVs from mint and updated all accounts using Mint import features
- I am having a difficult time importing fidelity accounts. It is my understanding that this is an active discussion here. The guidance by @Coach Natalie is that users should switch to nb.fidelity.com as an alternative to the regular fidelity site
- Is this a long term permanent fix or is this a temporary fix? As I understand; NB is NetBenefits and is different than Fidelity and does not encompass all accounts/functionality of a standard fidelity account.
- I am unable to connect to Freedom Mortgage (something that Mint could). I filed a request for the bank to be added. Could i expect an ETA on the connection or is that something that SimpliFi cannot comment on?
- I have followed step by step instructions to manage my recurring transfers from Bank A to Bank B. Unfortunately, there seems to be 1 Transfer from Bank A that cannot find its counterpart on Bank B. This means that 1 transfer is uncategorized and it is also resulting in some recursive/circular transfer references. How can i fix this?
- My wife and I participate in 401k where our employee deposits are typically invtested in 5 index funds. What is SimpliFi's guideline to categorizing the following transactions
- Employee match
- Employer deposit/normal distribution
- Index fund investment/Fund investment
- If i have transfers from my checking accounts that do not have a counterpart due to account being closed - basically funds from Bank A went to Bank B — that got invested — then transferred to Bank C and Bank B is now shut down. How do i reconcile transfer of funds from Bank A and connect to Bank C?
FWIW - I love the software and its features; I am just trying to get my questions solved and use this everyday. Thank you for building a good product and community.
-AK
Best Answer
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@akadenco, thanks for reaching out!
For your first item, it looks like your Quicken Simplifi Subscription is set to expire on 12/16/24, so it seems that the promo took effect. Were you charged for Quicken Simplifi?
For the issues with Fidelity, please see my comment here for more details:
At this time, that is all the info we have. Since the "Fidelity" option is not set up on the OAuth API, and Fidelity has discontinued screen scrape otherwise, you won't be able to use this option. To connect to Fidelity in Quicken Simplifi, you must use the OAuth API, which is the "Fidelity Inv & Retirement" option.
Please see this existing request for Freedom Mortgage:
For items four and six, I'd suggest taking a look at the following support articles to understand how Transfers and Recurring Transactions work:
For item number five, I don't personally have any suggestions for the items you mentioned. What I'd recommend doing is creating a separate post to ask your question to the Community so it can be properly addressed and hopefully answered by other users who can better assist you.
I'd suggest the same for items four and six — if you have any additional questions regarding these, your best bet is to create a separate post to outline each individual issue/question so it can be properly addressed. Our FAQ here has more details on how to post to the Community:
I hope this helps get you pointed in the right direction!
-Coach Natalie
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