Best Of
Re: Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)
@missyrae7, thanks for posting your suggestion to the Community!
Since you want to only request one item per Idea post per our guidelines here, I have edited this request to just cover the ability to close or minimize the 'Totals' panel in the Spending Plan on the Web App, as this ability is not currently available in Quicken Simplifi.
As for the column selections sticking for the Transaction Activity areas of the Spending Plan, we have an existing request for this here:
Our product team has confirmed that this ability will be added in a future release of Quicken Simplifi! You can follow along with the request for updates.
I hope this helps!
Re: When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?
Hello @Oogway,
Thanks for the reply! Our product team does have a fix rolling out for the double "Uncategorized" category filter with the 4.72.0 web release of Quicken Simplifi. I would definitely suggest waiting until that version comes around to see if that fix ends up resolving the issue you are seeing here.
-Coach Jon
Re: Can I Export Investment Transactions? (edited)
@Sauerbrunndaa, thanks for posting your inquiry to the Community!
According to our support article here:
The ability to Export Investment Transactions is currently not available. However, we plan to add this ability!
We do also have an existing request for this ability that you can vote for and follow for updates!
For more details on Idea posts here in the Community, please see our FAQ here:
Sorry for not having better news, but I hope this helps!
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Agreed. I see your customers have been asking for this feature for a couple of years now and still not able to do this. With the amount of money we pay each year, would be nice to have a program and a company that listens to their customers.
Are there plans to add this feature any time soon?
Re: TIAA Reporting Connection Issues
Any update on this guys? It's disheartening to have to create a community account solely out of motivation for asking when the product will work as advertised.
I came over here from Mint, hoping to find a new long-term home. . .
Also, I'd consider an institution such as TIAA as a top-tier b2b partner; it shouldn't be this difficult to maintain the integration with them.
An update other than "investigating" would be greatly appreciated!
Re: TIAA Reporting Connection Issues
It has been nearly another month without any resolution. Please provide what specific steps are being taken to address this issue.
mglev1n
Re: TIAA Reporting Connection Issues
Coach @Natalie
I am experiencing this as well. When is this going to be fixed? When can we start expecting monetary refunds on our fees we pay for this service which has been down? [removed - speculation]
carbonj
Re: Ability to create a transaction from a Reminder (edited)
Please please move this up in the execution queue. It's necessary and a constant weeky frustration on my end as well.
Kseniya
Re: Taxes Report Export/Print Display Suggestions (edited)
@Coach Natalie Wow! I didn't realize PDF had been added to the Taxes report. And it's there for the Income and Expense Report as well. That's a great addition!
Hope it gets added for all reports. Now we can share those two with family members more easily.
Thanks!
PS My wife has access to the Simplifi file, but she never uses it. LOL
PPS I hope it's not a mistake, but even if it is, please let us keep it. 😀
SRC54
Re: Ability to create a transaction from a Reminder (edited)
I agree. I posted another idea of just being able to change the color of a transaction so I can signify the reminder has been scheduled, but the transaction hasn't cleared yet. Either way we need the ability to mark a reminder as paid so I know its been paid/scheduled.
derekd40