Best Of
Re: Is deleting transaction history permanent? (edited)
Hello @lynchbro,
Thank you for reaching out! To clarify, what method are you using to fill in these transactions? Are you downloading from the financial institution, importing a CSV file, or using some other method? If you are importing using a CSV file, you may need to slightly change the CSV file name, so that Quicken Simplifi will let you import it again.
I look forward to your response!
Re: Is deleting transaction history permanent? (edited)
It's important to note that your current account balance and the projected balance chart at the top of your check register is not affected by the presence of any particular past transaction. Yes, Simplifi relies on future transactions to keep an accurate future balance chart. However, if one or two past transactions get deleted by accident, it's not the end of the world; unlike with Quicken Classic.
Personally, I love this about Simplifi!
Flopbot
Re: Add support for Investor360
I also would like investor360 added to the list of financial institutions to connect to. If we don’t add back the investor360 connection (which was previously supported) I’ll have no option but to go with another service
Need the ability to print reports (edited)
Need the ability to print reports and especially taxes. would be thrilled to see this feature available
Re: PayPal - Missing Credit Account (edited)
Hello @Jrunner01,
Thanks for reaching out! Not seeing the account as an option to add is the issue described in CTP-8002. That ticket is an internal ticket, so there isn't any way for you to view/follow the ticket directly. However, you can bookmark this post, since any updates will be posted here.
I hope this helps!
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
Re: Transaction list not grouping by date correctly
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.
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?
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
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:
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:
Thank you!