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Re: Linking to Recurring Transaction Does Not Update Payee & Category
I think that Quicken Kirby and a couple of us discussed this issue a while back and mentioned that the Reminder Series name could be different from the payee for various reasons. I had forgotten about it.
At any rate, you can always change the payee afterwards as I have done on occasion.
SRC54
Re: How to manage unvested RSUs in Schwab
Hello @MarineMan72,
Thank you for reaching out! Unfortunately, RSU accounts are not supported for Charles Schwab in Quicken Simplifi.
You can track the account manually and add/edit Holdings in the account to keep accurate records, however: Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center
Additionally, investment transactions do not interact with your Investments Portfolio or Account Balances. These are designed to be a behind-the-scenes type of scenario without impacting your actual Portfolio Value. So if you wish to track the shares you put into the manual account without actually affecting the balance, you can always enter transactions manually.
I hope this helps!
Re: ExxonMobil Savings Plan "You have already added all your accounts"
That's actually a good answer. I appreciate it. At least I know it's not something I'm doing wrong, so I can quit beating my head against the wall trying to get it to work. lol
Since it's a retirement account, it's not a big deal that I can't connect it to Simplifi. It's one of those convenient, would be nice to have, things; but doesn't impact my day-to-day finances.
ClydeO
Re: Linking to Recurring Transaction Does Not Update Payee & Category
I agree. I wouldn't want the payee to change automatically, at least not all of the time! I could see situations where I'd want it (similar to if I had a rule set up to remove some extra gibberish from the end of a payee name) but I'm not sure how I'd want to define which should get updated. Same thing with category, especially if there's a chance that things will get auto-linked incorrectly.
EL1234
Re: Linking to Recurring Transaction Does Not Update Payee & Category
I think it's also because when you link from a transaction, you are linking to the series itself. Whereas linking from a reminder matches that specific reminder instance to the transaction. That seems to be what's in question when reviewing the latest comments on the ticket, at least.
It's good to hear some use cases here, though! Thank you for that!
Re: Linking to Recurring Transaction Does Not Update Payee & Category
I don't think so, so it will be interesting to see what their research results in.
Re: Golden 1 Credit Union - Connection Error (FDP-105)
This issue is or has been ongoing for approximately three weeks now. Here are the facts, Golden One maintains they are having maintenance issues with communicating not only with Quicken Simplifi but other links such as LifeLock. Manually inputting data from banks defeats the purpose of subscribing to SimpliFi. Tax Season is fast approaching, and business depends upon the integrity of relationship you have with the other party. The error code FDP-105 doesn't help me. Time is money, and after 20+ years both banking and financial record keeping methods require re-evaluation.
MdE
Re: Linking to Recurring Transaction Does Not Update Payee & Category
Hello everyone!
I am back with an update from our product team for this issue! They have implemented a fix that should release with Quicken Simplifi Web 6.11.0. Be on the lookout for when that version releases, and let us know if this issue is resolved for you once you are updated.
Thank you!
Re: Past due bills cannot link to transaction (edited)
I checked them using the alternative approach and it shows the transactions are actually linked correctly
The remaining issue is that the 3 past due items should not be listed as past due. They just never cleared from the list in the Bills and Income section. I manually deleted them but its rather confusing.
RobI