Best Of
Re: Allow users to classify an Investment Account as a non-investment account
Today I threw in the towel and moved my Fidelity Cash Management account back into Investments. I had to make some changes in both Classic and Simplifi, but I can live with them.
Frankly, I blame Fidelity for a lot of this but at least in Classic you can split transactions and have check numbers. If I were younger, I would dump Fidelity.
Simplifi needs to update investments to use the same (though modified) Register with Brokerage accounts. This means split transactions as well as recurring Transactions. We also need check numbers. We also need to be able also to make payment/deposit the default type in these accounts.
None of this is new; we've asked for it before. But it is worth emphasizing. Please vote this up.
SRC54
Re: Cannot sync Venmo FDP-102
@blaporte… Could not have said this better myself. This level of resolution is utterly disgrace to the software industry. Especially when we're talking about syncing an account, we're not talking about a filter on a transaction view or some other supplemental feature that wouldn't get prioritized for a resolution in what we'd expect as a timely manner. We're talking about the heart of what this software is for… syncing accounts. I also agree that this very vague response over and over again does nothing to help us understand what is taking so long.
auto enter recurring transactions in manual accounts
where is the existing feature request for this functionality? When I search I am finding several that say "merged" but I can't find one that I can actually vote on.
I want my recurring transactions in manual accounts to be automatically entered in the register on the transaction date. Having to enter them manually every month when they are already there in the upcoming transactions is ludacris and time consuming.
Re: No connection to multiple banks (edited)
My apologies - I didn't try Maurice's because I hadn't succeeded with Penney's or Talsma and I don't think I tried it because it's not connected in Classic.
Maurice's did connect, so I'm all set here.
Talsma - I've tried TD.Com>bank online, bank credit card. is the online site I use.
For JC Penney I'm using the synchronybank.com connection in QS. I don't see anything that looks appropriate under Carecredit Card. I entered username and pw manually - the same as I use to get into and didn't work. I did sign into this site with no problem. I'd rather not change password. Please confirm that's my only next step.
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
@Quicken Kirby We recognize that this is a big lift. Are there any general timelines that can be shared?
Re: Why is investment income excluded from reports? (edited)
Wow. What a mindset….to deny EVERYBODY an option rather than to allow ANYBODY to choose whether to exclude something.
Thank you so much for your detailed and considerate response to my query. I love everything else about Simplifi, but this situation will preclude my converting to it, as I am a retiree and have many retirement and brokerage accounts, whose dividends are the bulk of my income, which I must monitor closely.
Again, thank you.
tmucsu
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
Quicken Kirby - thanks for the update; I appreciate it.
Re: Balance Type Reset on all of my accounts
@SRC54 well that explains it. You are correct. But I still think this is a bug. It should be consistent no matter where you go to view the setting.
Re: QBP: Number Coding Categories (aka Chart of Accounts) [edited]
@DryHeat, it looks like one of the moderators merged/deleted my initial post about this topic. I got a notification that you commented on that one before they removed it, so tagging you here in case you'd like to repost your comment. Thanks!
Helomav