Best Of
Re: Memorized Transactions
Hello @morens,
Thanks for reaching out! I think we need some more information regarding your situation here. Did you create a rule for this payee/category? Does the older car category still apply, or can it be deleted? Let us know! Screenshots may also assist here.
-Coach Jon
Re: Running Balance Column
Hello @MoreCoffee,
Thanks for reaching out! Quicken Simplifi is designed to always stay in sync with your bank's balance, allowing Users the flexibility to enter missing transactions, delete transactions, add transactions further back than the original download provided, etc. Therefore, having a running balance column would take away from that flexibility, and may also provide an inaccurate representation of the balance caused by any of the above-mentioned scenarios.
This was the general consensus when discussed amongst our Product Team; I do apologize for any inconvenience or frustration this decision may cause.
-Coach Jon
Re: Running Balance Column
Hello @MoreCoffee,
We can understand your frustration; however, you must remember that Quicken Classic and Quicken Simplifi are two completely different programs, with different features. Including how they calculate data.
-Coach Jon
Re: Running Balance Column [edited] (3 Merged Votes)
This request was already considered by the product team and declined. See reasons on the last comment of this thread.
UrsulaA
Re: Certain transactions always come auto flagged as "exclude from spending plan" (edited)
As I mentioned above, I have a vague memory of this happening at least once before but didn't think much about it and made the correction.
The only commonality I can see is that these transactions are deposits.
I'll keep an eye out for any other incidences and pass them along.
DannyB
Re: TIAA Reporting Connection Issues
I've been getting the same issue for over three weeks. Status? Without this data, Simplifi is useless to me.
Gaboose
Web Releases 4.66.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.66.0 Web Release, released July 10th:
- FIXED: Incorrect signage assigned when creating a manual credit account.
- FIXED: Payee names cut off in the account register when hovering/editing.
- FIXED: QBP: Uncategorized business transactions are not displayed in the Link Expense dialog until categorized.
- FIXED: QBP: Investment Transactions are presented in the list when creating a Recurring Subscription.
- UPDATED: Moved Retirement Planner to Planning Tools.
- UPDATED: Moved Credit Score to Planning Tools.
- UPDATED: Moved Refund Tracker to Bills & Income.
- UPDATED: Renamed Refund Tracker to "Refunds".
- UPDATED: 'All Recurring' under Bills & Income has been renamed to "All Series."
- UPDATED: Unified the Reports Date Pickers between QBP and Basic.
- ADDED: A Planning Tools menu option.
- ADDED: Persistent Filters & Views in Reports.
- ADDED: Historical estimates for Investments: Balances.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
Re: Suitable category for Investment account transactions
You should be able to give them different payees, e.g., Target and Target Fund. I have Amazon for one category, Amazon Prime for another and Amazon Kindle for yet another.
I think the payee is the way to go. Try it out.
SRC54
Re: Persistent Filters & Views in Reports: Share your feedback here!
Hello @markv,
Thanks for the reply! I went ahead and merged your thread here, as it deals with persistent filters in reports within Quicken Simplifi. I am glad you were able to navigate to the report view you wanted!
-Coach Jon
Re: Transactions in liability accounts not included in reports (edited)
Hello @wck_austin,
Thank you for the reply. I was able to reproduce this behavior and can confirm we are aware of this issue. It appears that transactions recorded in Liability accounts are not being included in reports. I merged your thread with the existing thread here, where this issue was originally reported. We will be sure to follow up here when we have an update!
-Coach Jon