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Re: Include checking account balance in Spending Plan (3 Merged Votes)

Personally, I find the simple solution is to "live update" all preceding months' available funds based on what is happening in the current month. Basically, a specialized cash flow system.

I currently running into this issue because I will be paid at the end of the month, but my rent will be at the 1st of the next month.

jonandkiley

1

Re: Include checking account balance in Spending Plan (3 Merged Votes)

Yup, Mint had a Monthly Rollover feature. Would be great to have it here

JTubb

1

Re: Include checking account balance in Spending Plan (3 Merged Votes)

Yeah you just have to do it manually as of now but I agree, it should be automatic

mrzoops

1

Re: Include checking account balance in Spending Plan (3 Merged Votes)

How about an option to add your end of month checking or spending balance to your spending plan as income?

chouser10

1

Re: Include checking account balance in Spending Plan (3 Merged Votes)

I posted a comment and voted already on the link you provided, however, for me, if you just added the option to manually add the remaining balance from checking without overriding any incoming income for that month (which is what the current “custom income” option does), it would work for me. I don’t have income some months and other months have large amounts coming in (which is not set amounts), so, I really need to be able to have both.

MoppyForever

1

Re: Include checking account balance in Spending Plan (3 Merged Votes)

Where do I add a vote for this or similar request?

HQ2

1

Re: Ohio University Credit Union - can't connect credit card (edited)

Hello @olwhatshisname,

Thanks for the confirmation! I did get this issue escalated and will be sure to follow up here when we have a status update from our service provider on this issue.

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

-Coach Jon

EWC - 11910683

Coach Jon

1

Re: Fidelity Visa shows correct balance, but not showing transactions

Hello @Curanthir,

Thanks for the update! To clarify, are you stating that the transactions do eventually show up within Quicken Simplifi? Is it just pending transactions that are not showing up? Please let us know! If you can provide a screenshot of the account register so we may have a better understanding, this would be helpful as well.

-Coach Jon

Coach Jon

1

Re: Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative

@Coach Jon This is extremely disappointing to hear, especially since a financial planning software that doesn't add balances correctly is far from useful.

nmcmahon1215

1

Re: Summer is almost over! Share your stories!

No fun stuff this summer. Surviving the humidity is a full-time job when playing tennis 3x per week in it. My wife went to New Orleans this month (in August!!) and to Pigeon Forge, TN in June, so she did the traveling. She wants us to go somewhere in October, and we might, but she already spent the money.

Sorry I am so boring, but I need an excuse to travel, usually a tennis tournament. If we go, it may be to the Gulf, but only IF it is cooler and there is no hurricane brewing.

I did get a new refrigerator installed; that was ordeal enough.

SRC54

2