Best Of
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!
Help to choose the right program
I have used Quicken Deluxe 2014 for a long time. I need to upgrade my computer and therefore my programs. Which Quicken product is the most similar and compatible to what I have? I just use the basics - record keeping and tax preparation.
oldpro
Re: Releasing planned spend doesn't change the total in the Spending Plan (edited)
I've had some weirdness today with my Spending Plan as well. I was able to work around it using 4.71.0. July Planned Categories got reset to 0.00. I'll keep an eye on it. Glad you got it resolved. @johnnydr4
SRC54
New Feature Alert: Print or Export Reports!
We’re excited to roll out a new enhancement for Early Access QBP and Basic users on the Web App — you can now print or export some of your Reports!
What’s New?
You now have the ability to print or export the following Reports in Quicken Simplifi/Quicken Business & Personal:
- Profit & Loss
- Balance Sheet
- Income & Expense
- Taxes
Just open any of these reports and click the new three-dot menu in the upper-right corner. From there, you can:
- Print the report (with preview, page selection, and other customization options)
- Export to CSV, Excel, or PDF
Whether you’re organizing your finances, sharing with your accountant, or keeping hard copies for your records, this update makes it easier than ever.
Let us know what you think of this enhancement by clicking the link below!
Re: Public API (edited)
+1 - would be much more useful and justify continued subscription fee.
Woods
Re: Public API (edited)
+1 — my use cases:
- updating cost basis on fidelity accounts
- updating manual accounts used for loans
- updating crypto holding values since that has been broken for a while
Re: Income & Expense Report: Share your feedback here!
The Income and Expense Report is laid out very nicely, is easy to read and really easy to work with. Hopefully, these report standards will be in all the various current and forth coming reports. Very Nice Simplifi Developers and Program Manager(s). Very nice.
