Best Of
Re: Add Zillow to Track Property Value (2 Merged Votes)
The requests above are already planned (auto) or in progress (real estate). Check them out.
[removed link to merged thread]
Re: Add Zillow to Track Property Value (2 Merged Votes)
Mint made it easy to edit real estate values, and also connected to estimated market values. It would be great if Simplifi could do this.
Re: Transfers to investment account come out as 2 transactions, but come in as 1
Hello @DannyB,
The reason the Spending Plan makes transfers appear backwards is because without column headers to tell you what you're looking at, the category is easy to mistake for an account name. If there were column headers, from left to right, they would be Payee, Category, Amount. Since transfers use the category column to link the transactions, the category shows the account on the other side of the transfer.
The sample image below shows how a transfer of $150 from Manual Chase Account to Single-1 looks in the Spending Plan.
There's an Idea post asking for the way it displays to be changed, because it is confusing. Here's the link to the Idea, if you'd like to take a look and add your vote:
That said, if I'm understanding the @birbyb's issue correctly, what they're running into is their Checking account is documenting 2 withdrawals of $150 and the Investment account is reporting a deposit of $300. Based on their description, it doesn't sound like any of the transactions are being recognized as transfers in Quicken Simplifi.
Since Quicken Simplifi does not currently support having split transactions in investment accounts (there is an Idea requesting this be added), perhaps the simplest way to get things to reflect the way they want is to delete the $300 transaction that downloaded into the investment account and convert the two $150 transactions in the Checking account into transfers to the Investment account (you can do this by clicking the Category column, going to Transfer, then picking the name of the account you're transferring to). When you edit a transaction to make it a transfer, Quicken Simplifi should automatically create the other side of the transfer in the destination account (assuming a matching transaction doesn't already exist).
I hope this helps!
Re: How do I add an account using the url?
thanks for the quick response. I was able to add the credit card using the fidelity account from the pick list. It then Prompted me to add the accounts I wanted to link, and the credit card was on the list. I didn’t want to link any of my investment accounts right now, so this worked fine. Using the elan link probably would have worked as well, but I would have needed additional login credentials for that.
Thanks for your help.
Re: Missing Alight Solutions (3 Merged Votes)
@Coach Natalie who does have the answers? What steps are you taking to get answers? There is no way that no progress has been made in over 4 years unless this has never been escalated.
What is the process for adding new financial institutions? What step of that process are you currently on with this request?
Re: Missing Alight Solutions (3 Merged Votes)
I will likely cancel my Quicken account if I can't get my alight.com account linked to Simplifi.
Re: CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)
Could not agree more. I was very surprised to see how this comes through in the CSV file.
Re: Split Transactions in CSV Output have blanks
Consider how you might use the data in this example to create a table summarizing "Charity & Donations" by month. The record for "Charity and donations" has no date.
Split Transactions in CSV Output have blanks
The constituent parts of split transactions are exported with several fields blank.
The fields for account, state, postedOn, and payee should be exported for each portion of the of the split transaction.
Re: Show trend lines on Spending and Income dashboard widgets
I am in the same boat. My income and spending are also lumpy, which makes the current spending and income graphs in Simplifi pretty useless. They just tell me what I already know - that my monthly income, spending, and net income (or net savings) are all over the place every month. The addition of trend lines would at least allow me to understand if on average I am doing better or worse over longer periods of time, like 6 months or longer. I got that understanding from Mint (before it shutdown) and am disappointed I can't get it from Simplifi.