r/simplifimoney

I would love a feature that shows all of my upcoming credit card statement balances and adds them up. I think Mint had a similar feature way back when

I just started using Simplifi. The app is really promising, and hypothetically provides many of the tools I'm looking for post-Mint. But after just a few days of use, it is almost completely broken for me. The primary issue is that transactions and reporting don't match at all. Across any category or timeframe, the total sum for transactions is wildly different from the totals in report. For example, my total July transactions and my spending summary for July, are off by about $3,000. For a category like groceries, the difference is about $700. I've screenshotted everything and sent to support, and they've confirmed that it is an engineering issue, but no timeline for a fix. Are these types of glitches normal for Simplifi? Is anyone else experiencing this issue? I spent a good deal of time linking accounts, creating and managing categories, building rules, etc. and the end result is completely useless for me.

I've used spreadsheets for years to handle budgeting and honestly they still work fine. The annoying part is maintaining the spreadsheet has basically turned into a job of its own.

I'm not looking for something that teaches budgeting. I already have a system that works. I just want a budgeting app that can save me some time and help me make better decisions without constantly updating everything.

What did you guys switch to after spreadsheets started getting too annoying?

After using Simplifi for a few months (along w some other budgeting programs) I of course have some observations about Simplifi:

What I really like:
I am very impressed with the syncing of simplifi. for example, credit card charges appear as a transaction fast! Plaid in other budgeting programs is no slouch and very usable but not as fast as Simplifi.

What I am struggling with:
seeing the screens in Transactions and Reports. So I have made the font size very small.

A lot of screen real estate is taken up by All accounts section and the Reminders section.

So in order to see a large section of my data as I scroll down, I have to scroll the right hand vertical bar all the way down AND the transactions bar.

With another budgeting program I am using, the transactions screen and budgeting screen for example, is like one page. Not a page that scrolls under a page or sections. I can make the Simplifi fonts larger and easier to read but real estate shrinks even more.

Maybe I am doing something wrong with this otherwise fine program?

I don't know if anybody from the site actually reads this, but I have a new alert at the top of my app screen on Android review transactions. I go there and the interface to actually review the transactions is one of the worst user experiences I've had. I have to try to click the button four or five times to review them and it's very slow. It makes me want to not use the feature, and worse. I can't remove the alert at the top of the screen.

Today on the Android app I got a big purple notification on the top of my dashboard to review my transactions. This is the first time I've seen this. At first it wanted me to review the last 7 days. Now it's asking me to review 1000s of my old transactions and there's no way to get rid of the notification. Am I missing something?

I don't need this notification ever and would like to remove it permanently. And also reviewing each transaction takes way too long since sometimes I have to click the button like 4 times for it to move on to the next one.

Has anyone else been receiving multiple emails and notifications for your "expected bills this month are x% of your expected income"?

I normally get one email and one notification per month for these but this month I've received an email and notification nearly daily.

UPDATE: Quicken Rep replied below that they have reported the issue.

Apple Savings account is showing a negative balance, but the account is not negative. This issue occurred before and it was fixed. It appears that the issue has come back.

Is anyone else seeing negative balances on savings accounts?

Venmo: We are unable to connect to Venmo at this time.
Care Code: not.found

Been like this for a few weeks. Anyone else?

Hi all, I made a post recently about the "in review" Android widget post in the Simplifi Community forum. One of the Quicken team was kind enough to explain the considerations that go into adding features. One of those considerations was votes on the feature requests.

So I'd like to ask anyone that's interested in more Android phone widget options (other than Investments, which is available now) go to the Simplifi Community forum and upvote this feature request. I would just like them to be able to gauge true interest to appropriately prioritize the widget feature.

https://community.simplifimoney.com/discussion/comment/72121

I was wondering if anyone else is having this issue. I reached out to support and nothing has changed, I just seem to have a dead open ticket because the last time the coach reached out was the end of June.

I have a manual account for this holding - XAUUSD -

**The account page itself is stuck on a June 4th value & balance based on that value. The refresh button does nothing. It never changes.

**My online dashboard "all accounts" balance for that account is correct as of the night before.

The coach had me create a new dummy manual account and the exact same thing happened. Stuck on June 4th.

Can the Mod/QuickenEmployees look into this? Is it a known issue?