Best Of
Re: Barclays FDP-101
I have attempted this workaround as well and it was not successful. It's been over a week since both of my Barclays accounts have refreshed.
I have submitted feedback via the desktop site by holding alt with the profile up. I hope this gets resolved quickly. Barclays accounts are the only ones I have issues with.
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
So far this month I have not seen this issue arise.
DannyB
Re: Request- Indicate bank balance with total rollover amount deducted from it
The Home Maintenance category you used, did you have a "rollover" in your planned spending in that category? If not, you can change the planned spending for that category to a "rollover" category and you can then edit the "rollover" amount to start with. This should correct your spending plan and you should not have the overage.
Re: Why doesn't Simplifi re-authenticate my credit card account?
Try hitting 'reset account' under 'settings→accounts' and it should prompt you for a password again.
Otherwise, you can make your accounts for that bank manual, and then remove the bank connection, then add back the bank connection and relink it to those accounts.
Sometimes there are outages, it might be something you can't do anything about other than provide details like error messages here or in chat support.
RobWilk
Re: Add OneFinance/OnePay to Supported Banks (edited)
Unfortunately without support for this bank, I will not be getting a Quicken subscription, because this is my main bank. I really hope they eventually support it, but for now I'll have to go elsewhere.
thatamy
Re: Add OneFinance/OnePay to Supported Banks (edited)
Is there ANY update on this? One Finance is becoming an every bigger bank as Walmart grows it. It seems wild to me you still can't connect One Finance.
Re: Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)
- I like this.
Re: Spending Plan Redesign: Share your feedback here!
@DannyB
following up on my comments from above in this thread regarding the income categories behaving like expense categories. I tried to respond to the specific thread but it appears to have been closed and merged, so sorry for having it posted here instead.
I know I can create subcategories within income, and I have done that. I have 12 different categories under income to further subdivide my income into different sources. What I'd like is instead of just seeing a list of each income and the category its in, I want a category view where Simplifi aggregates all the transactions in that income category and shows me the total rather than me having to add up all the income under each category.
Similarly to expense tracking, I would like to have a target total for that income category for each month and ensure that I'm tracking towards that total. The reason for this request is I have a lot of different 'types' of income and many transactions in each type, would just be easier if simplifi aggregated them for me.
So rather than this view:
I want a view that looks like this but with income categories.
Thanks for the quick response before! hope this makes sense.
Re: Taxes Report Export/Print Display Suggestions (edited)
I have confirmed that the Income & Expense and Taxes Reports can be printed/exported on the basic version of Quicken Simplifi. I have turned this back into an Idea post accordingly!
