Best Of
Re: TreasuryDirect One-Time Passcode - FDP-103 (edited)
Never mind. I just deleted the account and readded it and the One-time passcode request showed up. Added it and it is now updated.
BTW: While checking around I also found that my HSA account had not been updated since Feb also. It also used a One-time passcode. I deleted it, readded it and it started working as well.
MSS997
Re: List of changes for 4.70.0 web version? (edited)
@Dick_Davis, thanks for posting your inquiry to the Community!
All Release Notes are published here:
As soon as the 4.70.0 Web Release Notes are published, you will be able to view them there. We will publish notes for every release. You can follow the category so you are automatically notified each time!
I hope this helps!
Re: Transaction Attachments – Storage and Too Many
Hello @Dick_Davis,
Per our support article, "as long as the transaction with the attached receipt remains in your Quicken Simplifi account, Quicken Simplifi will keep the attachment indefinitely." So no need to worry about losing your attachments over time!
I hope this helps! Thanks for reaching out!
-Coach Jon
Re: Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative
@Coach Jon Thank you!
Re: Ability to Track Employee Pension Plans (edited)
You could enter it as a Keogh (old-school self-employed pension). That way it categorizes as a retirement account and you can manually enter the value once a year when the company updates the valuation.
bw808
Re: Ability to Track Employee Pension Plans (edited)
Agree! Would love a good way to track my pension and my savings bonds.
Melaney
Re: What will deleting a full month's transactions do? (edited)
You're welcome. Also, I meant to say that if and when you discover an error down the line, you can just fix it. I sometimes find one when doing reports; usually that isn't categorized right, and I fix it. As long as the amount and the account are correct, how you categorize or split is up to you.
SRC54
Re: Transfer bills and income transactions show up twice in the reminder
@Amar_K, thanks for posting your inquiries to the Community!
It sounds like you are using a Linked Transfer, which means there is a sending side and a receiving side in Quicken Simplifi. To accurately track the anticipated transactions that will occur in each account, Quicken Simplifi will also create Reminders for each account.
If you don't want this type of setup, you'd need to "unlink" the Recurring Transfer by using a non-Linked Transfer Category. For example, if the Recurring Transfer is for a credit card payment, you can use the 'Credit Card Payment' Category rather than using the other account for the Category.
Here is our article on how Transfers work in Quicken Simplifi, in case it is helpful at all:
As for the Bills & Income Dashboard tile, it looks like this shows the Category used for the Series, versus the Account used. This information is presented in the same way in the Bills & Income section. This causes the same type of confusion in the Spending Plan, as discussed by other users here:
There is also this request, also for the Spending Plan:
I'm not finding any existing requests for the Bills & Income section specifically, so feel free to create one!
I hope this helps!
Re: What will deleting a full month's transactions do? (edited)
Well, the short answer is that it won't affect your balances unless it's a manual account. I assume June is the first month for which you have transactions. If that's the case, then you can start where you wish.
But why would you want to delete them? If you have errors, and really what errors you have don't matter much right now since you are in the August spending plan. The more data you have going back, the more the reports mean and the more you can compare spending patterns.
So I wouldn't delete anything. Just keep marching forward.
SRC54
Re: Submitting scheduled transaction early
If a recurring expense is paid "early" or "late" it will still be connected to the recurring reminder in the Spending Plan once it is downloaded from your bank. Unless there is some compelling reason to manually enter the transaction, I .et the QS process do it's thing.
DannyB