Best Of

Re: Understanding – Pending in Transaction Activity

Thank you for the information and the reference.

Dick_Davis

1

Re: Understanding – Pending in Transaction Activity

Not all "Pending" transactions are manually created. Some banks accounts and credit cards download Pending transactions and some don't. For example, my Amazon-Chase credit card downloads Pending transactions to Simplifi. If I look on the Chase website, I see that the same transactions are listed as Pending there. In Simplifi they look like manually entered transactions:

If you open the detail view for one of these you can see that they were downloaded because they show the original statement payee name:

Such pending transactions are later converted to cleared transactions both on the credit card website and in Simplifi — if all the downloading and matching goes well.

DryHeat

2

Re: Manage Credit Cards

@countrycloudboy just to be clear, are you inquiring about credit card management in Quicken Simplifi (QS) or Quicken Classic (QC)? These are two different apps that with two different ways of functioning. If you are asking about QC, you will need to go to the Quicke Classic forum for accurate input.

If you are referring to Quicken Simplifi, is this the support article you read?

https://support.simplifi.quicken.com/en/articles/5142302-how-credit-card-payments-and-transfers-are-handled-in-the-spending-plan

DannyB

1

Re: Support multiple currencies

As a user, I'd like the ability to handle both Canadian and US accounts, representing both in whichever base currency I choose like in Quicken for Mac.

Background: I'm currently paying for both Simplifi and Quicken subscriptions. I was hoping Simplifi could be, well, a simpler Quicken for me (not because Quicken is too complicated - I love the features - but because I don't have time to spend managing it). It's not too far off, but there are some pain points, this being of the more painful sort.

mdhgarcia

2

Re: Support multiple currencies

Trial user here. The Getting Started article about currency support mentions only being to connect to US banks as the reason for only supporting USD. However, some US banks allow accounts with foreign currencies (including one of my connected accounts). I also have manually-entered Euro accounts so the connection issue is moot for those.

steverino

2

Re: Support multiple currencies

If account is manually updated (i.e. via CSV file) I can understand the logic of having to update the currency figures manually as well, but for any account that is integrated with Simplifi (e.g. Paypal, Amex, Citi Foreign Credit Cards etc) AND has potential to display foreign currencies, Simplify should definitely be able to support the Forex so that consolidated reporting is correct and useful.

Heros K2

2

Re: Support multiple currencies

Please add foreign currency accounts feature.

JayCzzzYa

2

Re: Support multiple currencies

Yes pls add multiple currency support including Indian Rupee.

karan

2

Re: "Service is currently unavailable" icon next to accounts (edited)

I don't know if you need for these occurrences to be reported, but…

… the cloud icon is back for my Costco Citi credit card account.

DryHeat

1

Re: Target Circle Card won't download new transactions

ok, I think I’ve observed a pattern. I have my transactions for target show but only when they are pending, they then disappear once the transactions clear. I also, like others, see my transactions flood in as cleared and here’s the pattern - I think they are only showing back up as cleared once my bill finalizes for the month (I.e. the statement period ends). This has happened the last two months now.

MoneyManStan

2