Best Of
Re: Issue connecting two logins with Vanguard (edited)
Why are these comments about lack of customer service being deleted? I saw them in my email, and they are hardly "disruptive"
Re: Issue connecting two logins with Vanguard (edited)
The message from Coach Natalie above looks like a template response.
I just hope they remember we are paying customers and that long-lasting bugs in production are unacceptable.
dnknitro
Re: Issue connecting two logins with Vanguard (edited)
Not to be disruptive by Quicken guidelines, but there is a message from May 13th by Coach Jon about the matter being investigated. Do you really want us to believe that 3 months later the engineers still do not understand the root cause? That is neither truthful not helpful for the customers. If this is an issue that Quicken does not care to fix, just let us know.
rahul
Re: Deleted Savings Goals still showing in accounts (edited)
Hello everyone!
Thank you for reporting this issue! We did get this issue reported to our product team, and we do have an alert up that you can follow for updates on this issue going forward here:
-Coach Jon
Re: Fidelity Visa shows correct balance, but not showing transactions
Hello @Curanthir,
Thank you for the update. Be sure to let us know if those steps fixed the problem you were seeing with transactions!
-Cocah Jon
Re: Ability to see a Total for all Planned Spending Items (Original & Current) [edited]
Thank you for taking the time to share your feedback with us!
I have gone ahead and turned this into an Idea post so that other Users can vote on it, and our Product Team can review it. Please be sure to add your vote as well!
Thank you,
Coach Natalie
Re: Spending Plan Redesign: Share your feedback here!
I like your idea of a "Total Planned Spending" bar at the top of the Planned Spend page.
I'm assuming (maybe wrongly) that the amount spent in that bar graph would include any overspending from the various planned expenses. That would help a lot, as the individual category bars tell you if you are overspent in a particular category but nothing gives a clear picture of how you are doing overall. Your idea would do that.
DryHeat
Re: Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)
This has always bothered me too. I would like to be able to look back and see how I did with my Planned Spending amounts — Was I over or under?
As an alternative, I could just choose not to release the funds. But if I do that, it would be nice if I could turn off the alert or warning or whatever it is that nags me to do the release, as @UrsulaA suggested here:
DryHeat
Re: Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)
Spent so far and left to spend summary was available for Planned Spending for a short time in early 2024. But for some reason this feature was incompatible with the Planned Spending rollover feature and when the rollover feature was launched, the spent so far and left to spend was disabled/deleted.
Hopefully, this remains on the roadmap for future deployment.
DannyB