Best Of
Re: Problem connecting to AAA Dollars MasterCard account (FDP-102)
Thanks Natalie. I’ll give that a try next time (hopefully ther won’t BE a next time, though!).
Re: "You have already added all your accounts" message with Amex
I think the AMEX HYSA is downloading again. It stopped on me and I spent a frustrating month being told my AMEX that they were no longer going to support Quicken, so I closed the account and moved it to Capital One. It was a goodly sum.
Then I think they started downloading again. My wife uses AMEX credit card, but if it continues to give trouble, bye bye.
There's a bank on every corner.
Edit: But none of these connections work the way they did 20 years ago when you had a problem once in a while on weekends when they were doing maintenance, and you usually got an email warning you. I don't really know what happened. I guess they cut the number of technicians.
SRC54
Re: "You have already added all your accounts" message with Amex
I get this Amex warning all the time. Usually works the next time. I hope it will be the same for you. I get it more in Quicken Classic than Simplifi for some reason.
SRC54
Re: Simple vs Complete Investment Tracking
I vote for simple. PLEASE???????
Please just get the balance and maybe transactions. But in no case should Simplifi be attempting to calculate anything with investment accounts. The brokerage already does that.
I like to track my weekly/monthly contributions to ensure I'm on track. The transactions that show the receiving transaction is nice to have, but those are all ignored anyway.
And stop with the total cost adjustment every single day - nobody is going to do more than twice.
MikeZ
Re: FDP-103 Error still exists with Tangerine
It is extremely frustrating that this issue is STILL unresolved! How hard is it for Simplifi to change login credentials from a PIN to password for its customers. Please make this a HIGH priority for your customers.
Re: Unable to delete Items and Projects in Invoices
@cyberstackn, thanks for posting your feedback to the Community!
I'm also not finding a way to delete an Item or a Project in Quicken Business & Personal. With that, the best way to get your suggestions in front of our product team would be to create QBP-specific Idea posts here in the Community. You'd want to create an individual Idea post for each request (one for the ability to delete Items and one for the ability to delete Projects), and other users will be able to vote for each one.
Here is our FAQ with more details on Idea posts:
I hope this helps!
Re: Unable to delete Items and Projects in Invoices
When using a product like Simplifi — where there are help articles on various topics but no real user manual — it's pretty common to just try things out to see how they work. Unfortunately, that turns into something of a trap as there are a number of things that can't be deleted once created.
For example, your issue is similar to a known problem — namely, you can't delete a Business in QBP. There is a pending request for allowing deletion that is marked "This ability should be available this year!" But so far it is still impossible.
DryHeat
Re: QBP: Option to hide unused categories in the Schedule C, E, F View in Taxes Report (edited)
Added my vote…. While being able to Show those categories may inspire recategorization, hiding them is cleaner for viewing quickly.
RobWilk
Re: QBP: Option to hide unused categories in the Schedule C, E, F View in Taxes Report (edited)
@cyberstackn, thanks for posting your feedback on the Taxes Report to the Community!
I have gone ahead and turned this into an Idea post requesting the ability to hide unused Expense Categories from the Taxes Report so other users can vote on it and our product team can review it. For any additional requests, such as showing Income at the top of the Taxes Report, you will want to create a separate Idea post.
Here is our FAQ on creating and voting for Idea posts here in the Community:
Thanks again for the great suggestion!
Re: How to set up Hospital Bill to show remaining balance (edited)
You can set up a manual account for it and use an Opening Balance transaction to set the balance. Then set up a recurring reminder for the payment transaction, as a transfer from your bank account to this manual account. This way each payment towards the debt should lower the balance of the account, keeping track of the debt remaining.
EL1234