Best Of
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!
Re: FDP-101 error with SEI Client Connect (edited)
I got an email that this resolved, but once the connection goes through, it’s asking me to validate either via text message or a voicemail which I never get a code to verify.
Re: Built-in Calculator when Splitting Transactions/in Amount fields [edited] (1 Merged Vote)
You might consider voting for this Idea Post…
Flopbot
Re: Add “Split by Percentage” Option to splits. (edited)
Thanks for the clarification @SRC54,
I have gone ahead and converted this post back to an idea post for others to vote for and follow for updates!
-Coach Jon
Re: Target Circle Card won't download new transactions
FYI, I see Simplifi today (6/18) added a bunch of Target Circle Card transactions. This issue may be resolved now. First time I have seen in awhile Target Circle Card transactions appear in Simplifi.
How to identify a subscription
I would like subscriptions to show the tag in the subscription list. I have several subscriptions with Apple and the payee is either Apple or Apple Services. The subscription list seems to be working because I can assign an exact amount. It also appears I can assign a tag to the subscription form the Settings/All Recurring/Edit window but the only way to see the tag is to edit the subscription. In addition the payee for other subscriptions do not identify the subscription. I guess I could rename the payee but that would not solve the multiple subscriptions form Apple. I see no way to use categories either. I think just adding Tags to the subscription list would solve the problem.. Is there a different setup to fix my problem?
N4KHQ
Re: 'Release Available for Spending' option resets one of Planned Spending to 0
After deleting and recreating the series, the issue has been gone.
Thank you, Jon!
lsgc123