Best Of
Re: More detailed CSV Exports (original name and description, flags, reviewed, check number)
Why is check number missing from the CSV?? That seems so basic. Is Quicken listening? Is there an official change request for this that I can vote on?
Re: More detailed CSV Exports (original name and description, flags, reviewed, check number)
Yeah, I'm trying to lean into Quicken's features a bit. I marked a bunch of things as reviewed over the past week, hoping that when I downloaded the CSV this could kickstart my weekly review. But…flags and reviews don't work, so I apparently don't have a way to do this without resorting to trickery in one of the columns that does export.
Please let us download our data!
Re: More detailed CSV Exports (original name and description, flags, reviewed, check number)
I wish this request was complete, will love this capability which seems basic.
UrsulaA
Re: More detailed CSV Exports (original name and description, flags, reviewed, check number)
This would be an extremely easy fix for them. I'm pretty sure they're intentionally not including fields.
Re: Persistent Filters & Views in Reports: Share your feedback here!
I just tried it and it's of limited use because I cannot save the report under a custom name (I.e., "Save report as…). This would let me create a collection of named reports (eg, Total Spend 2023, Total Spend 2024, etc). FWIW, I'm pretty sure that when I added my voice to the new feature request I mentioned it, though I have no idea if anyone else thought to mention it.
Re: Don't reset the Filter selections in Reports when navigating away (edited)
This feature is now available to all users on both the Web and Mobile Apps! Please see our announcement for more details:
Re: Don't change target amounts in Planned Spending when releasing funds (edited)
Your earlier post is very much like what I am proposing. Different graphics but essentially the same idea.
But I don't think the two feature requests should be merged. The other discussion was primarily about adding a date-driven progress bar to the current month's Planned Spending items, not handling the release of funds so as not to lose the spending target information.
It's true that the earlier discussion later branched out to include a number of suggestions, such as:
- your idea of a better way to display released funds
- having totals for spent/planned at the top of the Planned Spending page
- adding bar graphs or spent/unspent totals to Bill & Subscriptions
- using Watchlists to augment the Spending Plan.
But I think adding various different suggestions to an existing feature request targeting a specific change — as was done in that thread — creates the risk that those other suggestions will get lost in the shuffle.
DryHeat
Re: Persistent 324 error with Fidelity (edited)
I'm glad you are connected. It's a mystery to me why my connection works just fine while others have trouble. It is some sort of software problem or corruption so clearing things out, removing permissions, trying other connections and just keep trying seems to be all one can do.
SRC54
Re: Persistent 324 error with Fidelity (edited)
Yesterday (Friday 7/11) I made many attempts to connect my Fidelity account to Simplifi, then tried again a few times this morning. I found your post while searching for any known reasons why I couldn't connect. I tried the Finicity connection you mentioned and bingo, it worked and I am now connected.
I found this info on their website where they state they are making security changes to 3rd party apps, but I don't know if it's old news or not. https://www.fidelity.com/security/third-party-app-protection
Re: Kraken sync's the initial time, and then fails
Kraken was added April.. but isn't working correctly (sync's initial time, and then fails)

