Best Of
Re: Better Connection Stability
With the addition of OAuth APIs, and Finicity and Plaid as backup aggregators, we are marking this Idea as completed.
If you'd like to follow along with the OAuth APIs being added, you may do so here:
Thank you!
Re: Allow users to specify the order in which Transaction Rules are applied (edited)
I wasn't sure when I started this thread, but more recently I've seen it (more or less) confirmed that (1) the rules are applied in the order they are listed, and (2) once a rule is applied all others are ignored.
Right now, the only way to control the order is to edit a rule, which moves it to the top of the list. That doesn't really help a whole lot.
DryHeat
Re: QBP: Ability to delete ALL business categories (edited)
I upvoted this even though I don't use QBP because I think the user should be able to arrange his categories as he pleases and to change the names of same and delete same.
I hadn't seen this until Coach Jon mentioned it.
SRC54
Re: Cannot get rid of all business categories after downgrading to basic Simplifi (edited)
Hello @Truthsayer and everyone,
Thank you for reaching out and providing your valuable feedback! We have confirmed with our product team that this behavior is currently intended. However, they appreciate your input and are working on making improvements.
Additionally, we have a related idea post where you can vote and share more feedback. You can find it here:
-Coach Jon
Re: Nationwide Retirement Login giving error FDP 102
@danielp_, thanks for reaching out!
There is no news to share on the escalation from this thread as of yet. However, I see that we have since had an Alert go up for this issue. You can follow it for updates moving forward, as any news will be posted there:
In the meantime, you can track the account manually to keep your records up-to-date. Since it seems this would be an investment account in Quicken Simplifi, you would first need to make the account manual, so you're able to add/edit holdings:
And then our help article here has the steps for both adding and editing holdings in manual investment accounts:
Thank you for your patience as we work to resolve this matter!
Re: Cannot get rid of all business categories after downgrading to basic Simplifi (edited)
The best I was able to achieve was reducing the business categories to those that are required.
RickS
Re: Cannot get rid of all business categories after downgrading to basic Simplifi (edited)
This is also a problem if you have one Space where you do personal stuff and another Space where you do business stuff.
Both sets of Categories show up in both Spaces, leading to a lot of scrolling, conflict, and confusion of names.
DryHeat
Re: Add OneFinance/OnePay to Supported Banks (edited)
Yea I just switched to [removed] as this card has been working there with a workaround.
Re: Running Balance Column in Account Registers
Simplifi will total up all the transactions (or any group of selected transactions) in the register for you. It's not the same as a running balance, but I find it helpful.
The way to do this is set out in this post in another thread. It applies to both manual and connected accounts:
DryHeat