Best Of
Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
@EL1234 I see what you mean, and when I said it was by design, it was just my attempt to explain it. I had never actually attempted to do what @buttersh was attempting. So, of course, I could be wrong about its being a bug. (I realized upon re-reading my comment above that I was too certain and edited it.)
I have two dividend categories, a regular one and a non-taxable dividend. I have them both set up as subcategories under Yields. For a while, I had the non-taxable as a subcategory of Dividends. It made me think should I have Yields:Dividends:Taxable and Yields:Dividends:Untaxable. So I thought naw. Keep it simple.
Once in a while, when I am in a hurry with splits I might just categorize it in the parent category, but I go back later and move it. So I wouldn't want them to block us using the parent categories. It seems logical that the parent category is a catch-all while the subcategories are more specific.
I just had never thought about doing a report to get anything in the parent category and to choose just some subcategories but not all of them.
SRC54
Re: Has anyone moved from Quicken Classic to Simplifi?
As Danny says, it's a different kind of product. Just leave your old data behind. I still have Quicken Classic and I maintain both but they are so different.
I did import my 2021 data in November of 2021 using the CSV format, but it took a lot of work. Was it worth it? Yeah, for me, but I was retired. I wouldn't worry about it. After a couple of months, you will have the hang of it.
The Spending Plan makes it worth while. It's much better than old fashioned budgeting in Quicken. QS is improving all the time. QC is pretty much stagnated.
SRC54
Re: Has anyone moved from Quicken Classic to Simplifi?
I used QC for too many years to count, but when I discovered the Simplifi app it appealed to me enough to purchase a subscription last fall. It was initially quite painful and a tremendous amount of work because it never worked correctly for me. The issues I was having were known, and after several weeks it started working better and better. But, I still ran QC and QS simultaneously because I couldn't completely trust QS. After a few months, 3ish as I recall, it was working so well that I quit using QC and just recently turned off the auto-renewal for it. I'm quite happy that I converted even though there is an occasional glitch. The improvements they make are frequent, and it just gets better and better. I have everything set up how I want it, and I've been on full cruise control for several months.
Re: Has anyone moved from Quicken Classic to Simplifi?
I made the switch in January 2022 and haven't looked back. Quicken Simplifi (QS) is a completely different animal than Quicken Classic (QC) so much so that you can't even import a Quicken Classic data base as you have been informed. I didn't bother with trying to import data older than 90 days directly from my banks and financial institutions. You can import transaction data - follow this link to see how.
[added link to article]
DannyB
Web Release 4.70.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.70.0 Web Release, released August 6th:
- FIXED: Error when switching the column selection back to 'Time' in the Profit & Loss Report and the Income & Expense Report.
- FIXED: The Investment Dashboard cards still display data after the investment accounts are deleted.
- FIXED: Exclamation point (!) displayed for 'Planned Spending' in the main Spending Plan menu when a rollover-enabled expense is overspent.
- UPDATED: QBP: Minor visual enhancements.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
Re: TIAA Reporting Connection Issues
Coach @Natalie -
This issue was first raised on May 27th, coaches have given users the standard "we're working on this" on: June 3rd, 15th, and the issue was escalated on the 25th. We received another standard "we're working on this" on July 16th, and now we got another one today on August 11th. Can you understand that maybe that canned response just isn't good enough for users and that a more detailed response is required to let us know exactly what is (or isn't) being done. It makes the coaches sound like they just don't know what's happening - or maybe that's the case, but we need for the coaches to be more forthright and transparent about these synching issues.
lwyman
Re: Target Circle Card won't download new transactions
I have also been having issues with transactions syncing with my target circle card account. It seems that the transactions will only download once a month when the statement closes. The rest of the month, no new transactions appear, even though I am using the card and the transactions are showing up on the credit card website.
trewbux
Re: Savings Goals - Can't withdraw from "saved so far" amount (edited)
I think I can help with Issue #2. No idea on Issue #1.
You can't leave "Amount saved" as zero if you have selected an account for "Saved in." And you can't unselect the account and get the "Saved in" field back to blank.
But… Click on the "X" next to "Amount saved" and the "Saved in" field will become blank. Then you will be able to click on the "Continue" button and move to the next page in the process.
DryHeat