Best Of
[ONGOING] 1/22/24: Wealthsimple returns a 105 error
We are currently seeing an issue with Wealthsimple and Canadian ShareOwner (Now WealthSimple) returning a 105 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.
If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)
Let me categorize and group my accounts however I like. I've got 60+ linked now. Some of my 'checking' accounts are really used for savings. One of my investment accounts is used as a cash/checking account. Maybe I want to separate my accounts from my spouses. Pretax vs. Post tax, etc. I would like to add one of my checking accounts to my credit cards list so I can keep that group of accounts with a positive balance. Some accounts are important, others not so much, etc.
Bill Connect: Chase Credit Cards (edited)
Would it be possible to add the Chase Marriott Credit Card to the BIll Connect database?
Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)
Re: Update next reminder amount for credit cards automatically using the account balance (edited)
+1
I use several credit cards for everything. Being able to automatically update the amount I need to pay for my credit cards is very important so I can mazimize the amount of money in my high yield savings account for as long as I can. I automate as much as possible because life is busy.
If necessary due to a lack of Bill Connect capability, add sections for credit card bills to have the card account, statement date, and due date. Then it would just be able to roll the total of all expenses during the statement range.
Re: Ability to hide Net Worth
Projected Cash Flow: One line that represents all selected accounts (edited)
The feature request is to provide a total account line in the cash flow chart. A chart that looks like the one below, adding all the accounts selected by the user or all the existing accounts.
Also, to have the ability to aggregate accounts by account type (example cash or credit cards)
Show one aggregated line for ALL available cash and one aggregated line for all credit cards. Thanks @pltc for the suggestion.
Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Use Case: Money sending tools such as Venmo is used to pay monthly bills, I would like to setup rules where the amount of the payment (in addition to keyword) are used to rename the pay. For example, If keyword is Venmo and Amount = $140 Then set payee to Cleaning Service, vs. Venmo + $150 = Music Lesson.
Savings Goals should add back to the Spending Plan when used (2 Merged Votes)
Currently I can create a savings goal that will allow me to reduce the amount available in my spending plan based on an expected contribution. That is good because I can make sure I set the money aside, but the problem comes I "use" the funds. Logically if to contribute reduces the money in my spending plan, then it should add back to the spending plan when used. So whether this is for a big expenditure or some goal, I would think it best to:
- Add those expenses to the spending plan (e.g., vacation or yearly property tax)
- Match those with the funds pulled out of savings.
Right now even if I release the funds in an account, unless I put those funds in an external account not in the spending plan there is no way to recognize their use. A way to do this would be to have a savings goal register that reflects in the spending plan based on month in which the adjustment occurs.