Best Of
Re: Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)
Even Quicken's Chatbot AI correctly summarized that this state of affairs is "insane" — see attached! Please fix!
Re: Welcome Mint Users!
Going back to the lack of a way to import and reflect total Networth History coming from Mint. This is still a big gap for me and many users. It still does not seem to have a solution or work around either.
- Mint allows networth history to be exported, so why not offer a way to import that as a work around? Perhaps just color coding or denoting the data points that were purely imported history (vs the new/detailed consolidate networth data points since starting in Simplifi)? That would seem like an easy and elegant solution.
- I've imported the history of all my individual accounts into Simplifi, so why can't Simplifi reflect that in the networth history going back as far as the history in each imported account goes?
Personally, I'd be happy with either solution as a vast improvement to the "zero solution" state for networth history we face at this time.
This is a big one. Networth History was probably the top report I visited on Mint(perhaps a bit obsessively!) and it provided the number one incentive and motivation to me daily, in a balanced financial way. While Simplifi is very nice and I've adapted to the other features well to meet my needs, I will always feel a bit lost at sea without a way to see a meaningful networth history at a glance, to see the trend and trajectory over many many past years (prior to joining Simplifi).
Thank you, I really hope a solution or work around is coming soon.
Eric
Tax refund should not be included in spending report
Currently spending reports show tax refund from IRS as negative spending in other category, lowering the total spend. This makes spending report useless on such months.
Re: In your opinion, what is the most boring movie ever made?
Yesterday I found a new one to add to the list: Dune 2021. Suffered through 45 minutes before turning it off.
Re: Cannot connect to Morgan Stanley stock plan connect (error FDP-196)
Also FYI to others, I'm using a Manual Account as a hopefully-very-temporary workaround. You just need to enter the # of shares you own and the ticker symbol of your company stock. The account value is then auto-updated with the market.
It isn't perfect, and you'll need to manually change the share balance when new shares vest, but it's better than nothing.
Re: In your opinion, what is the most boring movie ever made?
@DannyB ,
Discernment is an admirable character trait. Good for you and you’re probably better off because of it.
Re: Forum bug with voting on Ideas (edited)
And another bug? I somehow ended up in the lead, that’s a first…gotta be a mistake.
Re: In your opinion, what is the most boring movie ever made?
Definitely the Wizard of Oz. I cannot physcially bring myself to stay awake through it, no matter how much of a classic it is.
Re: system dropping transactions.
I have completed all the above steps.
Missing transactions occur in both CC and DDA accounts. I have transactions from the same payor that do show up both before and after the missing trans. This is in the CC account. No transactions are showing up after 12/11 and one of these seems to be stuck in Pending Status.
On the DDA side one transaction from 11/27 is missing and another from 12/18 is missing.