Best Of
Re: Recent 12 Months - Make this a full 365 days (edited)
There is a discussion of this same problem in another thread.
For me, it would be better if Recent 12 months would show the last 12 completed months (like August 1, 2024 to July 31, 2025), making a 12 column report. But some others agree with you (August 6 2024 to August 5 2025) and I guess are ok with the report showing 13 columns.
DryHeat
Re: Changed default pending/cleared behavior for manual transactions?
no, it is connected. I added a few transactions manually and the behavior was inconsistent.., if i spot a pattern, i will get back to you
RobWilk
Re: Florida Prepaid College Plan no longer connecting (FDP-101)
Hello @rp343,
Our team is still working on this issue. Generally, these sessions can take some time to schedule. Usually, within a few weeks, in cases like this. There is no update to provide at this time, but a member of our support team will reach out once they are available to schedule.
Thank you for your patience!
-Coach Jon
Re: TreasuryDirect One-Time Passcode - FDP-103 (edited)
Never mind. I just deleted the account and readded it and the One-time passcode request showed up. Added it and it is now updated.
BTW: While checking around I also found that my HSA account had not been updated since Feb also. It also used a One-time passcode. I deleted it, readded it and it started working as well.
MSS997
Re: List of changes for 4.70.0 web version? (edited)
@Dick_Davis, thanks for posting your inquiry to the Community!
All Release Notes are published here:
As soon as the 4.70.0 Web Release Notes are published, you will be able to view them there. We will publish notes for every release. You can follow the category so you are automatically notified each time!
I hope this helps!
Re: Transaction Attachments – Storage and Too Many
Hello @Dick_Davis,
Per our support article, "as long as the transaction with the attached receipt remains in your Quicken Simplifi account, Quicken Simplifi will keep the attachment indefinitely." So no need to worry about losing your attachments over time!
I hope this helps! Thanks for reaching out!
-Coach Jon
Re: Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative
@Coach Jon Thank you!
Re: Ability to Track Employee Pension Plans (edited)
You could enter it as a Keogh (old-school self-employed pension). That way it categorizes as a retirement account and you can manually enter the value once a year when the company updates the valuation.
bw808
Re: Ability to Track Employee Pension Plans (edited)
Agree! Would love a good way to track my pension and my savings bonds.
Melaney
Re: What will deleting a full month's transactions do? (edited)
You're welcome. Also, I meant to say that if and when you discover an error down the line, you can just fix it. I sometimes find one when doing reports; usually that isn't categorized right, and I fix it. As long as the amount and the account are correct, how you categorize or split is up to you.
SRC54