Best Of
Colored coded tracking bar added to Watchlists [edited] (1 Merged Vote)
Those watch lists should have color coding tracking bar man
starts green, and yellow in the middle maybe and red when you reach or exceed the goal.
TGP
Add the 'Flag' filter option back to reports (edited)
The ability to filter by follow-up flag was removed from reports recently, I think it should be brought back.
I have been relying on this feature to conduct my regularly financial reviews and now there is no way to conduct the same review effectively. I can use the Reviewed/Not Reviewed filter (under Advanced filter options) but this does not address pending transactions, which I was able to leave un-flagged so they would remain filtered out. This means I need to mark pending transactions a s Reviewed temporarily, then mark them as Not Reviewed when I am done - a process which is error prone and cumbersome compared to the straightforward flag filtering feature.
I see that flag filtering was previously requested and subsequently implemented on the thread linked below. Even if this feature was underused by the majority of users since then, I don't understand how removing it makes any positive impact on the user experience.
Please add this feature back and make reports more useful for everyone.
Re: NY’s 529 College Savings Program FDP-103 (edited)
@Oogway I had this same problem and to get your aggregator user id/password you have to:
- Log in to your account at nysaves.org using your normal username and password.
- Navigate to the Profile & Documents section.
- Select Password & Security Features.
- Look for Manage Financial Aggregator Access and click Edit.
- Here, you will find a system-generated Aggregator User ID and a field to create a unique Aggregator Password.
Hope this helps. You will have to create a new password.
Re: Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)
Re: Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote)
Re: Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)
Add a year-over-year comparison to the Monthly Summary Report (edited)
My income & expenses can vary significantly month-to-month such that this month vs. prior month comparisons aren't all that helpful. Adding a Year-over-Year comparison would be very helpful (i.e. comparing to the same month in prior year.
Add Percentages to Reports [edited] (1 Merged Vote)
When looking at the Spending report, i think it would be good to see a percentage that category is taking up in the pie chart. following some budgeting rules, i like to generally say around 15% of my monthly income spend on food/groceries...i want to make sure im saving 15% of my income ....etc
Thanks!
[ONGOING] 4/8/26: Barclays - Missing Transactions
We are currently seeing an issue with Barclays where transactions are missing 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!
CTP-16893
Re: Support multiple currencies
Please add this… many digital nomads are earning money in USD and spending in EUR or other currencies. My account balances are always off (and so are my spending reports) because I have checking accounts in different currencies.
