Best Of
Re: Persistent 324 error with Fidelity (edited)
I've been adding non Fidelity accounts to the Fidelity site … it provides a lot of the same functionality as Quicken. Seems to function without issue.
mikeSC
Re: Persistent 324 error with Fidelity (edited)
Are referring to the intuit connection as the original Fidelity Retirement & Investments? So essentially, i'd put all my accounts to manual then reconnect and change the frequency of refresh?
mumu24
Re: Persistent 324 error with Fidelity (edited)
Hi there - same issues experienced with the finicity integration - while the account balances sync correctly, some transactions do not. There are also issues with syncing share counts of investments.
I see most of the issues with transactions appear to be with cash management account.
Any next step? Do we know we know when all of this will get resolved?
mumu24
Re: Personal Loan is a bill and a liability, right?
Hi @Roadog51,
I don't know if Quicken provides a screen-share help service, but it would probably make things go much faster. Hopefully one of the coaches will weigh in on what help is available. I know that I helped my sister get set up by sharing her screen (she's 85) and it made the whole process much easier.
But, of course, be careful who you share your screen and info with. I would stick with recommendations from one of the coaches, whose identities are known to Quicken and could be held accountable. (For example, you wouldn't want to hire me. For all anyone here knows, I could be an identity thief. I'm also lazy.)
DryHeat
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
OK, gang, here is what I have done to resolve this.
- In the sending account where the duplicates exist, I opened the transaction detail for the apparent bank entry and changed it to "Uncategorized."
- When I clicked to save this change, I received the warning about the transaction in the receiving account will be deleted I selected to proceed.
- I checked the receiving account, and the other side transaction was gone.
- I returned to the sending account and deleted the second apparent QS transaction entry - since the other side transaction was already deleted, I didn't receive any warning and the transaction was deleted.
- I recategorized the apparent and only remaining transaction in this trifecta as a transfer to the credit card account.
- I received a warning message that there was no matching transaction in the receiving account and that a transaction would be created. I selected to proceed.
- I switched over to the receiving credit card account and the newly created and linked transaction was present as a manually entered transaction.
- To confirm that this fix stuck I closed QS and reopened it and I now have only one transaction in both the sending and receiving account.
- Finally, I checked the Transfers & Credit Card Payments section of the Spending Plan and once again only one sent and one received transaction appear.
Problem resolved. Thanks all for your input.
DannyB
Re: T. Rowe Price Retirement Plans - FDP-102 Error
This is ridiculous. It's been about a month and a half now since it last synced. This problem can NOT be that hard to figure out. It was working before…. just look into what changed, and revert the change that broke it. I paid for Simplifi so I could see ALL my accounts under a 'single pane of glass'. Quicken's apathy to this situation is leading me to find another company to provide financial monitoring services.
Re: Can I run a spending report for a specific business within Business & Personal?
Hello @IB1542,
Thank you for reaching out to the Community with this question. While there isn't specifically a filter by business, there are a few things you can do.
If you have business categories assigned to all the transactions for that business, you can filter by the specific business categories.
If your business clients are unique to each business, it may be easier to filter by Client/Project instead.
Another option, if neither of the above filter options will work for you, is to create and assign tags for business transactions (unique to each business you track). Then, you could filter by tag to get a spending report just for that one business.
I hope this helps!
Re: Potential new user questions
This is my personal take and is not a recommendation one way or another.
Q Classic offers a more traditional and robust accounting platform that includes a budgeting feature.
Q Simplifi offers a unique take on monthly planning and tracking with a more streamlined personal finance management process that is to me much less cumbersome than many other personal finance apps.
Personally, I have found that keeping track of investment accounts in either product (Quicken Classic or Quicken Simplifi) to NOT be worth the effort. My personal finance/investment advisor's website is far more capable of taking care of all things related to my retirement and investment accounts and I don't really need the nitty gritty details of an active investment account in my personal day-to-day money dance. I do take a monthly draw from my retirement accounts but that set up in QS as recurring monthly income that arrives in my bank account just like my paychecks used to and just like my pension and SSA payments.
DannyB
Re: Reports tied to Spending Plan
Hello @SethW,
Thanks for reaching out! I converted your idea post into a discussion, as the ability to exclude transactions from the Spending Plan without excluding them from Reports already exists within Quicken Simplifi. This support article goes over how to exclude transactions from Reports, or the Spending plan, whichever applies.
I hope this helps!
-Coach Jon
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
@DannyB - "I tried deleting all three entries and re-entering the transaction manually. I ended up with the phantom transaction also reappearing."
It sounds like you are able to delete all the transactions, which is a good start.
Which side did you enter manually? (In the bank account or credit card account?) Have you tried doing it the other way around?
Another approach would be to enter one side as a non-transfer transaction, then enter the other one as a transfer and see if it will match up with the existing one (instead of offering to create a new one).
I remember trying several permutations of this before I finally got rid of the extra transaction, but I'm sorry to say I can't remember what it was that finally worked.
DryHeat