Best Of
Re: Bill Connect for Credit Cards: Share your feedback here!
"Success with turning Bill Connect off and then on again."
I spoke too soon (sigh)… Here's what's happening now:
- The upcoming September payment (for the period that closed 10 days ago) shows this:
- The October payment (for the current period) is missing altogether.
- The November payment (for a period that won't start until September 12) shows this:
The amounts are also messed up.
- The Sept 8 payment shows the entire amount now owing on the card, not the payment amount from the statement.
- The Nov 8 payment shows an amount that doesn't correspond to anything.
I am turning off Bill Connect on this account. I will leave it on for other accounts where it is working, but if an error occurs I will turn it off.
It takes much less time to enter the statement amount each month than it does to deal with these issues.
DryHeat
Re: Deleted Savings Goals still showing in accounts (edited)
It's been a week since this was captured as a known issue. If a goal is deleted, the Savings Goal functionality stops working as it should. This is a key product feature. In the 8/14 post, there was no ETA. Please provide an update - and potential short-term solution as a workaround while a longer-term solution is being developed. Thanks
htown
Re: Simplifi User Interface and Capabilities questions
@NivaR
For #1, Simplifi doesn’t offer a CD account type and I haven’t found a built in notification for, well notifying you. With that said, once you’ve added the CD as an account, you can create a transaction with a future date of the expiration and that will serve as your reminder. Until needed, it just hangs out as a box in the future “Reminders” area for the account. For the Payee, call it something like “CD - Expiration Date” and set the amount to $0. When the date arrives, just delete it since there is no real world transaction to match it too and the reminder has served its purpose.
Flopbot
Re: FDP-103 for Human Interest 401k Persisting
Hello @silalus,
Thanks for reaching out! We can certainly understand the frustration you may be experiencing while waiting for a resolution on this issue. We currently have no ETA to provide on when a resolution can be expected, but our product team is still working on a resolution, I can assure you.
We appreciate your patience in the meantime!
-Coach Jon
Re: Target Circle Card won't download new transactions
@Coach Natalie and @Coach Kristina - I bookmarked
However, I do not see any updates since 5/29. Can you please provide an updated status?
Re: Simplifi User Interface and Capabilities questions
- All possible notifications are found under Settings>Notifications. Offhand I don't see what you are looking for.
- There is no way to delete or turn off the Dashboard cards, but you can simply click on "Transactions" in the left-hand menu (or click on "Banking" in the Accounts list for a full screen view of account data.
- I'm not aware of any way to download a complete data set of ALL accounts data in one file. I'm not sure you can even do that in Quicken Classic, but since the QC data file is saved to your personal hard drive, maybe there is a way to get that data in one file. Since a csv file is useful for importing to a spreadsheet, there are ways to connect your spreadsheet to your financial institutions for direct download of account data. Seems you might want to check into that rather than trying to "untangle" the data from another app like QS or QC.
You will certainly hear from other users who can perhaps help you more adequately.
Good luck.
DannyB
Re: Investment Transactions should not categorize "Fees" as an expense (edited)
@SRC54 — I think the answer is even simpler. I didn't realize that you were talking about a category that is only available for investment transactions. I was looking at the general category list. I see it now.
DryHeat
Re: No Tag Filter (edited)
@ronlm, thanks for posting your feedback to the Community!
It sounds like you are looking for this ability:
If so, please be sure to add your vote and feedback to the Idea post, and follow it for updates! For more details on Idea posts here in the Community, please see our FAQ here:
I hope this helps!
Re: Handle Linking and Categorizing Transfer Transactions Better (edited)
I agree with everything in the original post with one exception: it's fine if transfers from the source side are automatically linked to transfers on the target side where the date differs. Often time, a transfer shows up on one side as cleared one business day before it registers on the other side. Sometimes it may take few calendar days for one side to show up due to holidays or weekends.
So, it's fine if transfers from the source side are automatically linked to transfers on the target side where the posted date differs provided Simplifi applies the proper rules and fixes (if these aren't in place currently, please add):
- The transactions are dated within 3 business days or less of one another.
- The transaction dollar amounts are exactly the same.
- Like the original poster requests, there needs to be a way to link a transfer on the source side with a specific transfer on the target side. (i.e. Link *this* one with *that* one), so the user can quickly fix any transfers that were incorrectly linked by Simplifi. Currently, it's a nightmare to unlink paired transactions because Simplifi wants to delete one of the transactions in the process.
Duke0486