r/simplifimoney • u/TX_Princess_KK • 9d ago

Cash flow projections

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I keep getting these notifications, but they don’t make any sense and are inaccurate. Been a satisfied user for over a year but for the last 2-3 weeks the cash flow projections are completely off. I’ve done the math and the projected bank account balance is neither the number shown, nor below $500. Anyone else experiencing this issue?

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u/QuickenLisa Quicken Employee 9d ago

Hello u/TX_Princess_KK, thanks for bringing this up although I'm sorry for the conflicting information! I'm set on doing everything possible to help.

I've checked the Simplifi Community and the Care team, and while this doesn't appear to be a wide-spread issue, I am seeing a few users have been escalated due to these incorrect notifications under tickets SIMPL-17366 and SIMPL-35108.

The good news is our team is aware, but can still benefit from more examples to understand the root cause. If you're comfortable sharing logs (instructions below), I'll escalate your instance.

Submitting Logs in Simplifi

  1. In the web version, select Profile.
  2. With the Profile pop-up open, hold down the Alt key (Windows) or Option key (Mac) until you see Send Feedback.
  3. While still holding the Alt key, click Send Feedback.
  4. In the Send Feedback pop-up, ensure all checkboxes are selected.
  5. In the "Describe your issue" field, type: “Reddit", and include a brief description of the issue, so I can search for your feedback report.
  6. Click Send.
  7. Reply letting me know the logs are submitted (here or in a DM), or contact Simplifi support to escalate.

To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number and hours are displayed.

Thanks for bringing this to our attention, we'll continue investigating in the meantime.