Best Of
Re: Ability to Rearrange or Sort Savings Goals (edited)
I support allowing organization/prioritizing of savings goals! Let's get this change made!
Re: Ability to Rearrange or Sort Savings Goals (edited)
I can't believe that people have been asking for this incredibly basic feature for THREE YEARS! I just started using Savings Goals, but I hate how they're (not) organized or organizable.
Please - make the goals collapsable into a list for easy scrolling, and make them filterable or sortable, at least by date or name (alphabetically).
ajcrush
Re: Report export no longer showing parent category for subcategories (edited)
@mlhaynes02, thanks for reaching out to the Community!
I have merged your post here with the ongoing discussion for this issue. The issue has been escalated, so you can follow along here for updates moving forward.
I hope this helps!
Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
@buttersh, thanks for posting to the Community!
When filtering reports or transactions, I see the same behavior on both the Web and Mobile Apps; it is just presented differently. It appears that Quicken Simplifi does not allow the Parent Category to be selected when only some of the Subcategories are selected. We have an Idea post that covers this topic here:
Please be sure to add your vote and feedback!
Re: Spending Plan Redesign: Share your feedback here!
If I have rollover enabled and I spend $1500 on a planned spend of $1000, Spending Plan treats it as if I'm still on target and the totals reflect my plan not my actuals (2nd picture). Basically planned spending with rollover enabled ignores that I'm over budget and doesn't update my money left over.
If I disable rollover, then the totals are accurate (3rd Picture). Does that help?
Happened with Rollover coming in from the previous month but also when I redid my plan and specified $0 as my starting rollover balance. Yes I've removed and re-added the categories to my spending plan.
If you mean actual transactions, yes, I added and removed grocery transactions affecting my overspend and with rollover enabled they don't impact my target and money left
Me123456
Re: Fidelity Sync and Add Errors
I was able to add it today. Thanks! There is some 2-3 day delay before it works.
whyme
Re: Saved Reports [edited] (13 Merged Votes)
I am voicing my support for the ability of Quicken Simplifi to save report settings so that I don't have to manually adjust the categories or time frames I would like to see on demand.
Having a reporting feature baked in the software means that you are expecting the user to wish to run reports but our setups are often so different that cookie cutter reporting just doesn't apply for many. It is helpful to allow for on demand customization, and yet would it be that challenging to allow us to save that custom setting for repeated future use? This has been a feature request for a while based on this thread. I have been struggling with this for a while and only today discovered how to submit a feature request. I suspect this feature would appeal to many many more than just those on this thread.
Love the software overall! Thank you!
Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
Yes, the parent category is normally used as a catch all if desired. And it can be used that way in other PFMs including their own legacy product (Quicken Classic). Also, we normally report on the parent category and SOME of the child categories. This bug breaks our ability to do that. And the fact that it is inconsistent between the web app and the android and IOS apps tells us that it is a bug. Maybe fixed in the droid app and somehow dropped from being fixed in the web and IOS apps...
buttersh
Re: Spending Plan Redesign: Share your feedback here!
@Me123456 — That's pretty odd. I tried the same test with very different results. The first image is before adding a Transaction for a large Auto expense:
The second is after I add a $2000 Transaction for Auto expense. As you can see, the Auto Expenses are now overspent by $1,925.43, Planned Spend has increased by that same amount, and the "Left this month" figure has been reduced by the same amount and is now showing negative.
Can you provide similar images for your situation so folks can try to figure out what's wrong? (I say folks because I will be away from internet for a few days.)
DryHeat
Re: Subcategories are Grayed out When Parent Category is Checked in Reports (edited)
@EL1234 I see what you mean, and when I said it was by design, it was just my attempt to explain it. I had never actually attempted to do what @buttersh was attempting. So, of course, I could be wrong about its being a bug. (I realized upon re-reading my comment above that I was too certain and edited it.)
I have two dividend categories, a regular one and a non-taxable dividend. I have them both set up as subcategories under Yields. For a while, I had the non-taxable as a subcategory of Dividends. It made me think should I have Yields:Dividends:Taxable and Yields:Dividends:Untaxable. So I thought naw. Keep it simple.
Once in a while, when I am in a hurry with splits I might just categorize it in the parent category, but I go back later and move it. So I wouldn't want them to block us using the parent categories. It seems logical that the parent category is a catch-all while the subcategories are more specific.
I just had never thought about doing a report to get anything in the parent category and to choose just some subcategories but not all of them.
SRC54