Best Of
Re: How long should a bank connection to be down? FirstBank of Colorado is now near 4wks.
@lwagner, if you'd like to discuss anything to do with your Quicken Simplifi subscription, you can contact our Chat or Phone Support Team directly for a private interaction:
They have the tools and resources needed to further assist you with these types of matters.
I hope this helps get you pointed in the right direction!
Re: Investment Transaction Will Not Update Manually on Mobile (edited)
Thanks! It was a good catch by @Forteleza. I'm still interested in what kind of transaction and investment account you were editing.
Changing the date or amount of a downloaded transaction is not something I would usually do. and anything involved like that, I usually do with the web app.
SRC54
Re: Transaction List Update: Share your feedback here!
@KDC1996, I've been using the new register for some time and haven't noticed the "uh oh" message pop up at all. I would recommend trying from a different browser or in incognito/private mode to see if the issue is perhaps being caused by something in your primary browser. If it works in a different location, you can try clearing the cache/cookies of the Quicken Simplifi site in your primary browser to see if that clears things up for you there.
@RobWilk, I have let Quicken Kirby know that you no longer have the new register. I don't think she's in yet, but I did get it on her radar.
Thanks!
Re: Why are Zelle payments automatically classified as Transfers when they are payments?
@RobWilk Interesting idea! I just went to check my transaction rules and the only ones that contain Zelle are completely unrelated to this situation (and they just change the category, not the payee). I also use Chase. It seems that the matching last name tripped the system.
EL1234
Re: Regions Bank - Pending transactions download twice (edited)
Its interesting as on online banking there is only one pending but on simplify it will have the same pending charge with two separate days. Say I made the charge on the 3rd and its still pending on the 4th so on the 4th it redownloads that same transaction as well. Will have to pay attention to the pending date on the online banking next time it happens.
Fradojr
Re: Investment Transaction Will Not Update Manually on Mobile (edited)
@Forteleza and @SRC54, thank you for bringing this to the attention of the Community!
I was able to reproduce this issue on the Quicken Simplifi Mobile App, and I got it reported as a bug. I will post back here with updates!
SIMPL-30718
Re: Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)
This would be amazing, but I recognize that this is complex. Really it is just an Amazon account reconciliation that would reconcile all Amazon transactions on their website to the transactions in Simplifi. Allowing easy identification and splits for activity.
Re: Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)
Please implement this feature. I often want to exclude tags, categories, or transaction types from a sum. Right now there is no way to exclude, so I have to select only that tag, then subtract that sum from the overall sum. Very tedious when looking at a lot of different combinations of tags and categories.
Re: Request: link U.S. Bank retirement accounts
Gotcha, I'll be sure to bookmark that post for any updates. Thank you!
Re: Break down the Personal Taxes Report by Form > Line Item (edited)
I would add to this, for W-2 Salary, we also need it to aggregate and summarize the data for both income and expenses together. For example, the W-2 Income amount is going to be Salary Income - Pre-Tax Deductions. If these categories are assigned to the same Salary Income W-2 line item to signify pre-tax deductions there should be an easy way for the tax form to show the net amount so that you can compare to W-2's received to ensure accuracy.
I would summarize by line item based on the categories assigned.