Best Of
Re: Merrill Lynch LMA loan account downloads as a positive number (edited)
Hi Jon,
Yes it shows up as a positive number at ML. I don't know why ML does this but it seems incorrect. I never thought much of it since I never had to manage it with accounting SW.
All I can think to do to make my dashboard accurate is to create a manual account.
Thanks for looking at it. Next time I talk to my advisor, I'll ask him about it.
Regards,
Greg
Re: How to identify a subscription
@SRC54, that totally makes sense! Thanks for clarifying. 🙂
@N4KHQ, I think the bottom line is you have full control over how your Recurring Subscriptions display, as well as how the linked transactions display. Renaming these items to better clarify what they are is definitely the route I'd recommend!
Wealthsimple
I am unable to connect to wealthsimple. It’s asking for a mint token instead of a password
What is the eta to have this corrected
Jdmac45
Wealthsimple Integration
I’m attempting to add my financial institution (Wealthsimple) and Quicken asks for a mint token.
Your support states that this is being worked on, but I wanted to post here to make the desire to add this integration known.
I also contacted Wealthsimple support, they said the following:
“On November 1st, Intuit, Mint's parent company, announced that they will be shutting down Mint on January 1st, 2024. As a result, we are no longer able to support Mint integration with Wealthsimple. I apologize for the inconvenience and appreciate your understanding.
We no longer offer Mint tokens as that platform has been discontinued by its parent company.”
The onus is clearly on Quicken here to fix this - can someone please tell me if I should expect this feature at some point?
Re: How to identify a subscription
@N4KHQ, thanks for posting your inquiry to the Community!
To clarify, are you referring to showing the Tag that is assigned to a Recurring Subscription Series as a column on the All Recurring > Subscriptions page? If so, I don't see that this is available in Quicken Simplifi, so you're welcome to create an Idea post to request it:
Otherwise, assuming that you're referring to Recurring Subscription Series, I would personally recommend assigning each one a distinct name. I have a couple of Amazon subscriptions — Amazon Prime and Amazon Music — and I name each of my Recurring Series accordingly. Doing so tells me exactly what each subscription is for.
I hope this helps!
Re: Bills & Income: Show an "Attachments" icon for items with an attachment (edited)
@CoachNatalie
Thank you.
A warm welcome to our newest Superuser!
I'm sure you've all seen him around! Please welcome @DryHeat as our newest Superuser! Our Superusers are here to help answer questions, provide guidance on using Quicken Simplifi, and get you pointed in the right direction.
Thank you to all of our wonderful Members and Superusers for keeping the Quicken Simplifi Community active and thriving!
Web Release 4.63.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.63.0 Web Release, released June 11th:
- FIXED: Unable to scroll the Accounts List from a mobile web browser.
- FIXED: The header is not displaying the breakdown card title next to the month in Transaction Activity in Watchlists.
- FIXED: Visual issues in the Add Account flow in Dark Mode.
- FIXED: Users are able to create Savings Goals with a $0 amount.
- FIXED: Excluding transactions from Other Spending removes the transactions from the Other Spending Transaction Activity.
- FIXED: Deleted Recurring Series are returning or duplicating.
- FIXED: Browser-specific visual issue in the Add Asset Account flow.
- FIXED: The Bill Connect for Credit Cards option is displayed for non-connected credit card accounts.
- FIXED: QBP: Category set to 'Uncategorized' when a Client/Project is added to a transaction.
- FIXED: QBP: Other minor fixes.
- UPDATED: Settings page redesign.
- UPDATED: Settings > Accounts page redesign.
- UPDATED: Button styles throughout the app.
- UPDATED: Notification icon color.
- UPDATED: QBP: Minor enhancements.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!