Best Of
Re: Seeing Month to Month spending for a particular category
Select the category you want to see the report for, select YTD and when the report is generated select "Over Time" in dropdown menu at the upper right of the report next to the type of chart you want.
Good luck.
DannyB
Re: PayPal - Missing Credit Account (edited)
This has been going on for quite a while. I would think that when you pay for an app / software with a yearly subscription, an issue with connecting to a credit account, should not be that complicated to resolve, at least from the customer perspective. Perhaps if this wasn't a paid app or was a small company, not as big as Quicken I could understand. So why should it take this long to get resolved? I am speaking from experience having worked in the software engineering industry for the last 35 years. Our company's paid customers would not put up for this situation, especially for something so basic as connecting a credit account to the software or app, which is the most core process of the app itself.
Re: Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)
Ah, and that's what I thought you were referring to! I just checked the Bills & Income section again in the sidebar and I do see the transactions there (of course I have to tell it which accounts to use, vs the transaction list which I can easily filter by choosing my account in the list).
I still stand by my request since over here you can't edit inline or see as many at once, nor can you see them in the same list as the current transactions and select multiple ones to edit them at once or to pull up a quick total. But it's still somewhat helpful. Thank you!
EL1234
Re: Charles Schwab brokerage account no longer updating
@Coach Kristina The accounts are brokerage accounts associated with Lively HSA accounts. Dividend transactions from 11/18/2025 did not update to Simplifi and the account balances in Simplifi remained static. Simplifi did not report any connection or update problems. Even after deleting the accounts and institution from Simplifi and removing the Quicken access in Charles Schwab, when I try to make a new connection, there is a very brief screen that says problems encountered and then a screen that says all accounts have already been added - screenshot attached.
RickS
Re: Charles Schwab brokerage account no longer updating
@Coach Kristina Typed transaction date above that should be 11/28/2025 instead of 11/18/2025.
RickS
Re: Charles Schwab brokerage account no longer updating
@Coach Kristina @SRC54 I also just tried to make the connection using iPhone and still get the message that all accounts have already been added - see attached.
RickS
Re: PayPal - Missing Credit Account (edited)
agreed 100%. This is not even the only account I have this issue with! My Target red card will only pull pending transactions daily. The actual finalized transactions only sync monthly, when my statement comes out. Crazy.
Re: Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)
Yup, I mentioned that in my original post. But it gets very tedious and painful when you want to look at a whole bunch of them at once and possibly make some changes.
EL1234
Re: Display future-dated transactions/reminders in account registers [edited] (1 Merged Vote)
In the meantime, while you are waiting for this to happen, you can see and edit an upcoming list of reminders under the bills & income section. Not like what you want, but better than the carousel.
DryHeat