Best Of
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
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
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.
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
Re: Summer is almost over! Share your stories!
@Coach Jon, This summer my spouse and I traveled Europe to see Iceland, Belgium, Germany, Czech Republick, Monaco, and Portgual. This was to celebrated a wedding anniversary, my forth coming birthday in October, and my retirement. We were gone for three weeks. Also, we were traveling with friends and seeing friends in these countries. The temperatures in Europe were nice as compared to here in the States. In Czech Republic we were to the hot water springs and Pilsen for beer - which got a sample of the Czech beer.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
It would be helpful if, when you split a transaction, you could adjust whether each category split shows up in spending plan. For instance, I don't like to see work expenses in my spending plan (since I know they will be reimbursed). But my reimbursement comes with my paycheck. I want to see my paycheck in my spending plan, but I don't want to see the portion that is a business reimbursement.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
People pay for expenses on behalf of themselves and others (getting reimbursed for a portion of the total cost). Similarly, people receive funds where some of the money represents a reimbursement and some is true income (e.g., Venmo cashouts). Users cannot currently hide (from the Spending Plan or Reports) individual splits in a split transaction. It is currently all-or-nothing (either all splits are hidden or no splits are hidden). Please add the ability to hide individual splits in a split transaction.
Re: Move the "delete" button to the left when deleting transactions, and make it a trash can icon
I am assuming @Dick_Davis is referring to the location of the "Delete" button when editing a transaction. Currently, the Delete & Update buttons are side by side. I believe the suggestion is to move the Delete button to the left-hand side.
For example, this is how the buttons look when editing multiple transactions.
I do think it would be helpful to have the button locations in the same location throughout the system and labeled the same way. With the Delete & Cancel buttons in the same place on different menus, it would be easy for a user to click Delete instead of Cancel either by habit or just by accidental clicks or incorrect clicks due to lag, etc. I do like the Delete separated from the other buttons for these reasons. However, I prefer the words spelled out if screen size allows the space rather than the trash can icon.
Re: Issue connecting two logins with Vanguard (edited)
Checking back in after multiple months, problem still persists. Unfortunate to see no update in over a month since "appreciating" our patience. Perhaps this kind of dual-accounts household is not the target market for this product. Discussion threads on a couple social networking sites report continued frustration here.
This will be an easy non-renewal decision.
Re: how do I get a projected budget to generate?
Hi @SweeTea
I'm not sure what exactly you are trying to get at, but the Spending Plan gives you a monthly projection of your available income after deducting your fixed expenses (Bills), your flexible expenses (Planned Spend) and any contributions to Savings Goals (Goals). Also, any expenses that fall outside you budgeted fixed and flexible expenses (Other Sped) will be deducted from the available, so you have a running tally of what is left as the month unfolds.
DannyB




