Best Of
Re: Persistent Filters & Views in Reports: Share your feedback here!
I agree with @SRC54, it really would make sense if there was a way to at least toggle the ability to only include full months in the recent 3, 6, 12 months filters.
If this gets added (plus a way to show a live average income/expense over the time period/category selected) it would be a nice win!
brad08
Transaction Download - Transaction Detail Not Descriptive Enough
Is there any way to ensure that the transaction description is near-identical to what transaction descriptions would be on the bank statement?
I've noticed that ever since I've imported my transactions from Mint and started using Quicken Simplifi going forward, the transactions aren't as descriptive as they used to be, heck, the transactions now seem to be very generic descriptions of its counterparts when pulling it up against the bank statement. Mint transaction downloads had a lot of details, almost near-identical to what shows up on the bank statement, but now, the transaction details aren't very helpful at all.
Not sure if it's the way I've linked my accounts or if there's a setting somewhere but without this visibility, it sort of defeats the purpose of the tool in my opinion.
Spoopie
Re: Transaction Download - Transaction Detail Not Descriptive Enough
I fully agree with this. I disagree with the assertion that Simplifi is "simplifying" the payee info. What is the goal of simplification? To me the goal is to save time and make it less confusing. When I have a dozen Venmo transactions to different businesses or individuals, they ALL show up with a payee of "Venmo" - no futher detail. I have to click into each transaction, look at the detail header at the top, and make a note of who this is for.
How is this designed to simplify anything? If the full detail were there, I just look at my transaction screen and I'm done. However with the way this is designed I have to click each transaction, then make a note for each transaction, then show the Notes column on my transaction screen. This is but one example. I am on my second day of using this service and finding this to be a problem all over the place with how payees are simplified.
This needs to change, or perhaps Simplifi isn't for me.
chris-tx
Re: Certain transactions always come auto flagged as "exclude from spending plan" (edited)
Hello everyone! @UrsulaA @nrp06 @DannyB,
We did verify with our product team, and they confirmed this was a recent, intentional change, and that all non-recurring income will automatically be set to exclude from the Spending Plan by default. We are working on a redesign for the Spending Plan, and this new design will have a setting so users can decide the default exclusion settings for non-recurring income.
-Coach Jon
Re: Reports: Add "All Time" range and "By Year" display option for annual comparison in all reports
QS team, Thanks for recently adding the Recent 12 months. It's helpful to see 12 months worth of spending.
I would like to see "All Time" added here as well. Here's an example:
- I want to see what my car is costing over the course of time, per year or a large interval.
- I want to see how my insurance costs have increased on an annual basis
- I want to see how how much I spend on vacation each year
But here is a problem that will need to be addressed at the same time when viewing long periods of time. I selected about 3 years worth of time via Custom, then selected "Over Time".
Quicken continues to show each month vs showing a larger range, like quarters or years. The SW will need to adjust the view based on duration and available screen width.
For me, adding All Time AND to see the spend Over Time would be a complete solution. Of course the normal All Time pie chart should be part of the report.
Max1223
Re: Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)
Yes. A Scan Document option would be appreciated.
trguy71
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
This would save a lot of time for paycheck splits, and mortgage payments with PI&T. Quicken Classic for Mac does a good job at this. Would love to have it here.
benjah
Re: Account to Account Transfers (A2A): Share your feedback here!
@RobWilk, I have merged your post here with the official feedback thread for A2A so your suggestion can be reviewed by the product manager working on this feature.
I hope this helps!
Re: Double-subtracting pending transactions for balance -- USAA Bank
I will wait to see if the problem recurs the next time I have a downloaded pending transaction.
If it does I will try the "change/change back" procedure on the bank "Balance type." I suppose the idea there is that Simplifi has started ignoring the way it is set, but will pay attention again if I flip the switch back and forth.
I am reluctant to go the "make all the accounts manual, etc." route in the absence of any suggestion that the problem could be on the bank's side. After all, Simplifi seems to be downloading balances correctly. It's the way Simplifi is handling the pending transactions that is a problem.
DryHeat