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Re: Savings Goal - Add New Types

This is another of many user requests regarding Savings Goals and the communities desire to see expanded functionality for this core feature.

DannyB

1

Re: Finding Missing Linked Transactions (Web App)

Coach Jon, thank you for the concurrence message.

Dick_Davis

1

Re: Finding Missing Linked Transactions (Web App)

Hello @Dick_Davis,

Thanks for reaching out. For the most part, this will indeed be a manual process, as searching for specific transactions you are looking for is only known to you. However, if you know the two months that there were missing linked transactions, I would personally try combing through the account registers individually for that time frame.

-Coach Jon

Coach Jon

1

Re: PayPal - Missing Credit Account (edited)

@slpeeler, I have merged you and @RobWilk here so you both can follow along for updates.

I also hope the issue is resolved soon! It has been going on for quite some time.

Coach Natalie

1

Re: "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

Hello @simplira and @SRC54,

Thanks for the information. I was able to reproduce this from my side and did get this reported to our product team. I will be sure to follow up here with any status updates!

-Coach Jon

SIMPL-28554

Coach Jon

1

Gemini account not linking credit card

Hi Quicken Team - I was anxiously awaiting the functionality to link my Gemini credit card account to Simplifi so I could start tracking the balance. (This is my main credit card) - I saw that the Gemini connection is now available (June/July 2025) and just attempted to link my account.

I was able connect but Simplifi is only picking up my crypto investment account balance, I am unable to see anything related to my Gemini credit card or its balance. I was hoping someone from the Simplifi team would be able to look into this and troubleshoot.

Many thanks!

GF-2025

6

Re: "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)

I am attaching the sequence of operations as below:

On the side menu go to reports→spending by month
In the spending by month menu select any month that has investment buy/sell transactions. I went to July.
In the list of transaction pick an investment transaction which uncategorised or for that matter pick any buy/sell transaction. I am selecting a Crowdstrike sell transaction for 467.05 on July 28th.
In the transaction screen there is no “Type” section.
Last photo is when I traverse to same transaction by going to Accounts→Investments→Equitable LPL and selecting the transaction. There you see the “Type” section where I can change it to a buy/sell type. I put an arrow there to help you locate.

Thanks

[edited images to reduce size]

simplira

1