Best Of
Re: Spending Plan Redesign: Share your feedback here!
I have a suggestion for tracking the "Spending Plan" more easily. Currently, I only see percentages for individual planned spending categories, but I would find it very helpful to have an option that shows the " Total Percentage spent from total planned spending
"This would make it easier to track overall spending instead of having to add up individual categories.
Thank you to the whole Quicken Simplifi team. I appreciate all your hard work and thank you for making it easier to save and manage my finances.
(Attached is an example of what it would look like)
Andrea G
Re: Move the "delete" button to the left when deleting transactions, and make it a trash can icon
Hi everyone, I agree with having the delete button always on the left with a trash can icon.
UrsulaA
Re: Move the "delete" button to the left when deleting transactions, and make it a trash can icon
Hello @Jenny T,
Thank you for sharing your experience. To clarify, are you asking for consistency of the user interface, where the delete button should be to the left all the time, rather than only when editing multiple transactions?
Thank you!
Re: Ability to add Attachments to each Split (edited)
I've had similar issues with Flags when creating a transfer from part of a split transaction. It used to work and stopped. There's a thread about it somewhere here.
Re: TIAA Reporting Connection Issues
you have been "investigating" this for a long time…meanwhile I am sure a lot of us are investigating switching to other financial/budgeting apps
Re: Allow Savings Goals to have full functionality of other accounts
I would like to see a register for each individual goal that appears when you click on the goal (much like what happens when you click on a planned expense in Spending Plan | Planned Spend).
The following columns would be enough for me to figure out what is going on with the Spending Goal, given that the tile for the Goal already shows Available, Spent, Left to save, Goal amount, and Target month.
Date | Contribution | Contribution Account | Withdraw-For Goal | Withdraw-For Other Purpose | Withdrawal Account |
|---|---|---|---|---|---|
1/1/25 | 1000 | Checking | |||
2/1/25 | 400 | Checking | |||
3/15/25 | 1000 | Savings | |||
4/2/25 | 300 | Checking | |||
With a listing of just that basic information, I could see when I contributed or withdrew (and what kind of withdrawal), as well as which account was involved.
This would not require QS to change the way these phantom transactions are entered by the user. The information in the table above is the same information required when we contribute or withdraw from a goal currently. It would require QS to store the individual transaction information, which I suspect it is not doing now.
DryHeat
Re: Bill Connect for Credit Cards: Share your feedback here!
Success with turning Bill Connect off and then on again.
After a second credit card began to show erratic payment Reminders with Bill Connect I turned Bill Connect off, waited a day, and turned it back on.
By the next day the Reminder based on the statement amount and the following Reminder (showing purchases that will be on the next statement) were both showing correct amounts.
I've been out of range of any internet for several days, but when I checked in today the payments had gone through and matched the Reminders. Also, the Reminder based on the next statement amount and the following Reminder were both showing correct amounts.
We'll see if this fix holds up, but so far it looks good.
DryHeat
Re: Fidelity Visa shows correct balance, but not showing transactions
The account is connected, yes, but it has only been about a week since I first connected it, as I just got this card recently. Today was 5 days since the first purchases since I linked accounts, and no transactions showed up here despite showing up and fully clearing on Fidelity/Elan's side. Balance updated on Simplifi as transactions cleared though.
I will try disconnecting and reconnecting to see if that helps or not though.
Re: Wealthsimple [connectivity] works again
Hello @seshwan,
Thank you for the update and letting us know that Wealthsimple is now able to be connected to within Quicken Simplifi! I am glad you were able to get connected. I will make sure that our support article is updated to remove Wealthsimple from the Unsupported Banks list.
-Coach Jon


