Best Of

Re: Editing Transactions for Previous Months is Insanely Frustrating

i have access to the new register they are building and can confirm that:

If i edit a transaction and save it, the collapsed/expanded months do not change, you stay where you were.
When i click a transaction category (single click, not double click) the entire category text is selected.

You may be able to ask a coach (admin) for early access to the new register. It’s not perfect yet, but is usable.

RobWilk

1

Re: Transaction list not grouping by date correctly

Hi @Coach Natalie

This isn't something I run into very often. I just thought it would be helpful to bring it up. Waiting to see if the new register addresses it would be fine with me.

I don't follow why you don't think transactions from October 2023 being displayed outside the "October 2023" grouping is correct, but I'm OK with living with it for now.

I'll be interested to see the new register and what problems it is trying to solve.

strwrsdbz

1

Cannot Delete Tags

Hello, I've found that there are tags I cannot delete. I receive an alert that says the tags I wish to delete are associated with active savings goals. But this is not true. I have removed all saving goals, in an effort to clean up the tags that are automatically created, but which I am not using.

I recently received notice this issue had been resolved. But I am still experiencing this issue.

Help?

BASimpson

1

Re: considering migrating to Quicken Business & Personal, how to migrate data

I believe there is not yet a direct way to transfer from Classic to Simplifi. There may be a way to export snd import transactions, but at least some of simplifi’s reports currently ignore all transactions prior to account creation date in Simplifi.

RobWilk

1

Re: Expanding "Everything Else" by including more categories in first view for Spending Report graphs

Hello @tom_casey,

Thank you for coming to the Community to provide your feedback! There is a similar idea you may find interesting:

https://community.simplifimoney.com/discussion/1702/get-rid-of-everything-else-and-show-all-categories-on-the-spending-report-graph-edited

If it's something you'd like to see in the future, please add your vote and a comment.

If the idea above isn't quite what you're looking for, then you can also create a new Idea post. For information on how to create an Idea post, please see below:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Thank you!

Coach Kristina

1

Re: Ability to adjust column widths in account registers [edited] (11 Merged Votes)

+1 here. Any news on this one?

moneymoneymoney111

1

Re: FDP-106 Space Coast Credit Union

I tried twice and it fails to add the accounts following these steps. The MFA appears to be working, since I receive text messages after entering my information.

Travis B.

1

Re: Nicor Gas - Unable to add biller with new system (edited)

IMG_1711.jpeg

last 4 1424

Time/date - see photo

No MFA

No problem signing in directly - and bill connect worked previously under you old system - nothing has changed with my Nicor account

I am enrolled in bill pay

Ekspain

1

Re: Implement Passkeys (edited)

@rmquick25 At the top of this idea post, back up on the first message (on page 1 if there's more than one page) is a yellow-area with a vote count. The vote count has two arrows, up (vote up) and down (vote down), make your choice.

RobWilk

1

Re: Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

Yeah, I need this. It doesn't make sense to include transactions like investment purchases as spending or income. The reports are worthless. Mint was far better at this. Please add this basic function to exclude certain categories from reports.

whyme

1