Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)
Comments
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Thanks! I just sent you some screenshots. Let me know if you need anything else!
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Hey, thanks for the feedback! Showing APR per card was something we definitely wanted to add from the outset, but we found that several FIs unfortunately don't pass us this information.
Several users above have mentioned being able to enter in data manually when an FI doesn't pass it to Simplifi - do you think APR is something you'd like to be able to manually add for display?1 -
Just sent you a DM - thanks!
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Plaid has been added as a supported aggregator for this feature!
-Coach Natalie
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Can you also arrange to pull the Apple Savings account information (account information and balance) for the Apple Card?
That’s the one account that is MISSING and would complete my financial profile.
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Are you asking for support for the "Apple Savings" account to be able to be added as an account that updates? If that is what you are asking, Simplifi currently can do this. I have been using it for a long time. Love it!
TiggerTrainer
Quicken Simplifi user since January 2025
Quicken Classic (Premier) user since 2004 - 2025 (21 years)
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The Apple Card can be connected through the iPhone, but currently the new feature that shows statement date and amount owed is not working for it in Simplifi. That will probably require an update to the connector.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Dollars & Sense (DOS) and MS Money (Windows) 1987-20090 -
I am asking about displaying the savings account associated with Apple Cash that goes to a Savings account.
Currently, Simplify doesn’t pull this savings account data.
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My Apple Card is connected to Simplifi, but it does NOT pull Apple Savings Account data (currently through Goldman Sachs but changing in the near future) when it connects.
For ALL other financial institution connections, Simplifi list all possible account connections from the institution tied to the user and allows you to choose which ones to connect to.
For the Apple Card, it doesn’t. Simplifi connects to the ‘credit card’ account ONLY and doesn’t even acknowledge the existence of the Savings Account associated with the credit card.
That means a piece of my financial puzzle is missing.
Can this ‘feature’ be fixed/corrected?
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Simplifi allows you to add both the Apple Credit Card and the Apple Savings account that are in your Apple Wallet.
TiggerTrainer
Quicken Simplifi user since January 2025
Quicken Classic (Premier) user since 2004 - 2025 (21 years)
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I just noticed a problem. I have three credit cards with Chase. One of them has lost connectivity for some reason (I'll get around to fixing it eventually, but I haven't used the card in over a year, so not an immediate concern). That account no longer shows the account summary info like all my other credit cards; instead that space is occupied by this error message and an orange warning triangle: "This financial institution needs your attention (Care code: 324) We have lost connectivity to one of your accounts. To restore connectivity, you must reconnect with your FI."
So problem 1: can you not cover up the financial summary with that error message? I'm fine with the message; there just isn't any reason why I would want the connectivity issue to block all other information about the credit card.
Problem 2: A bigger problem is that I'm getting the same error message, blocking all summary info, for my other two Chase cards that do NOT have connectivity problems! If you find it desirable to include the connectivity error on ALL cards with that particular bank, at least don't block the summary info with the warning.
I'll attach two screenshots, one for a Chase card that does NOT have a connectivity issue, yet has the warning, and another for a different company's credit card just for comparison.
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Opinion: Where there is no data, such as statement balance or credit limit, it should omit the information or section, rather than putting up incorrect information.
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Rob Wilkens
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Hey! This was a decision we made primarily out of the concern of not displaying incorrect data. While it's true that most users fix their connections rather quickly, we've seen some FIs have service disruptions for longer than a statement period (or potentially just as a new statement period begins), so there was a concern of putting out of date data and causing even more problems. But this is all good feedback as we continue to iterate on this feature!
In regards to your second problem, just so we're on the same page, it sounds like you have multiple Chase cards with different login credentials / connections, only one card has a connection issue, but we're displaying the orange reconnect banner for all of your Chase cards (even though some are still connected). Is that correct? If so, that definitely sounds like a bug. If you're open to it, could you dm me some screenshots showing this? That would be incredibly helpful in troubleshooting this issue!1 -
I'm assuming this has already been posted about, but since Simplifi is getting the information for the Apple Card directly from the Wallet App on the iPhone, that is not supported yet, correct?
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Hey! That's correct - the connection to Apple Card is slightly different than our other FIs, but we're investigating whether or not we can obtain this data from Apple to display in Simplifi. Stay tuned!
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This is a nice feature, but I've been running into issues where the calculated balance of the card throughout the statement period does not align with the actual balance. It's possible I'm missing something, but is there a way to manually set the statement period and for Quicken to retroactively total the balance based on it's activity?
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This is looking great. I'm not sure what data is available, but any chance of also showing APR in the popup alongside credit limit?
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Thanks for the info! Sent you a DM 👍️
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Thanks for the feedback! APR is something we definitely wanted to include, but we unfortunately found that many FIs aren't providing this info. One idea that other users have mentioned is adding the ability to manually enter your APR, since it doesn't change that often. Is that something you'd be interested in, in lieu of Simplifi getting it from your FI?
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@Coach Matthew I would love to see the aggregate of all credit card payments scheduled for each month at a highly prominent place. The options can include min payment or max payment at the bare minimum or the option to add a custom amount. I would assume Simplifi has access to all required information already and it is a matter of adding them up and displaying.
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Great feedback, and awesome idea! With these new credit card details, this is definitely something we're discussing. Some options could be summing all of these (and even the total usage, which is a separate indicator on your credit score from individual usage) to the page when you select the parent "Credit Cards" in the main account list. There's also some discussion of creating a separate section in the app where you can view all of your cards together as a sort of credit card dashboard.
But this is all super helpful feedback - keep it coming!0 -
I'm not Interested in card feedback, but now I can't get rid of this button; it's in the way of my page draw-down feature. Please remove this button if you can; I would truly appreciate it. It is very annoying, and it's in the way.
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It would be great to include 2 more ideas, what are my rewards available? And what does the card apply the most rewards for? Like Discover has rotating categories quarterly but the Costco visa is always 4% on Costco gas. This will help me use the right card to maximize reward benefits.
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The Reports section with a new credit card tab is a great place to see this aggregation. Alternative would be to show it at bills and income section. I prefer the first option and to have the ability to show it in the customizable dashboard.
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Great feedback! If I remember correctly, whether or not we get this information from the FIs varies greatly. Since this is generally something that doesn't change a lot, would this be something you'd be okay with entering manually for us to display?
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I'm a fan of seeing this in Simplifi.
The next thing I'd love to see relating to credit cards is to incorporate automatic payments into the Projected Cash Flow chart. I think since Simplifi knows the due date and the statement balance (and I have mine set to automatic payments of the statement balance on the due date), this information is available. I'd like for this to be incorporated into the Projected Cash Flow for both the credit card accounts and my checking account used to make the CC payments.
Currently, the Projected Cash Flow for my accounts is not telling the whole story since they are missing these variable monthly payments.
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I have feedback - Please move the "Leave Card Feedback" orange tab away from the scroll bar for the transactions list!!! PLEASE!! Move it up!!
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This feature is now available to all users, and we have removed the Feedback tab. Sorry about this!
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thank you!!
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Credit Card Details is now live for all users!
-Coach Natalie
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