Best Of
Re: How to get loan payment transactions in both checking and loan accounts?
To get the payment to show up in both the checking and loan account, create (or edit) the payment in the checking account and set the Category to the transfer category that corresponds to your loan account. (It will be a subcategy under Transfer with the name of the loan account).
If you want the loan amount to be accurate, you will have to split the checking account transaction so that the proper amount goes to an interest Expense category and the rest goes to the loan account.
If you loan account is connected and automatically downloads transactions, you will have to link the checking account transactions to those downloaded loan transactions. (Which may happen automatically if the amounts match).
DryHeat
Re: QBP: Ability to invoice expenses without needing a transaction (edited)
While probably applicable in theory, in my view, that workaround would be nightmarish for accounting purposes. I need to be able to bill it to a specific project and keep everything linked together through the projects window. I'm a prior user of Quickbooks and LawPay/MyCase billing. Each of those programs had this feature. I can see where it may be more useful to someone in my line of work - and that may make it more boutique-ish - but it should would help me tremendously instead of setting up multiple categories under my "Items" to bill these costs.
Re: Chase Bank (Amazon credit card) failing to re-authenticate connection FDP-350 (edited)
Re: QBP: Recurring Invoice Payment Reminders (edited)
Added my vote, I don't currently use the invoices feature (my business type is different - I'm an app developer and an app store sells my app for me), but it makes sense for this to be there (my business might change with time, and i'd expect this).
-Rob
RobWilk
Re: QBP: Recurring Invoices with Reminders (edited)
Another vote! I have a set item that I bill monthly on the first. Sometimes I have added expenses. It would be helpful if Simplifi would create a draft X days before the next send so I can add expenses or other one-time items if desired. I tag billable expenses, so the draft should contain the billable expenses for review. SO, I'd like an automatic monthly send option but also a box that says Auto create draft for human review.
Re: Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)
That's really helpful! Thanks @Coach Natalie for letting us know!
EL1234
Re: Can't Connect Banco Popular Puerto Rico EWC (FDP-155)
I kept clicking "try again" on the app multiple times per week, to no avail. Just now I tried a different approach and attempted to add the same accounts again as new accounts. That seemed to solve the problem.
AlbFer
Re: Why isn't my new rule being applied?
Update: My Walmart downloaded correctly today as well. As I mentioned previously or perhaps in another thread, I have two. One for gasoline and one for food. I made the gasoline one $25 or less and the food one $25 or more. Of course, the food one has to be split with sales tax, supplies, sundries, coffee pods, wine and beer. Food is actually not that big a part on some trips.
Edit: I updated this rule to "uncategorized".
SRC54
Re: Tags list in a transaction in the Spending Plan not in alphabetical order
Yahoo… this is so much better having an alphabetically sorted list of tags!!!
DannyB
Re: Tags list in a transaction in the Spending Plan not in alphabetical order
Hello everyone,
With the release of Quicken Simplifi Web version 4.81.0, this issue should now be fixed. Be sure to let us know if you still see this issue once you have updated to that version.
-Coach Jon