Best Of
Re: Imprint - new credit card servicing Crate and Barrel (edited)
Okay, here's the deal. Listen closely. Imprint is not a bank or traditional credit card institution; it is a fintech platform with a whole new approach to co-branded retail store cards. They do not use a username and password to log in like banks do. One logs in using their phone number, followed by a verification code, followed by a custom PIN set up when you apply. This is the issue. The old C&B connection was for a traditional bank login. C&B has discontinued this card and replaced it with the Imprint card. The current Quicken setup will not ever work with an Imprint co-branded card unless Imprint changes to usernames and passwords for account access. Please ditch the old one from Simplifi that is causing confusion.
For now, the only option seems to be to set an Imprint account up manually, which is not ideal for a credit card. So it would be great if Simplifi would somehow implement compatibility with this new form of account login for credit cards. You can see more here: https://imprint.co/
Thanks for listening. I hope you can implement this without too much trouble.
turtle
Re: Not all fidelity accounts are able to be connected
Must have been the 90 days of activity works now. Apparently account opening doesn't count for account activity.
Thanks
CZC
Re: QBP: Ability to invoice expenses without needing a transaction (edited)
@PGLConsultant, thank you for posting your suggestion to the Community!
I went ahead and moved this out of Feature Requests for now, as you can create any billable expenses you need by using the Add Item feature. This feature doesn't require a transaction to make it a billable expense, and should have all the flexibility you need. Here is an example of how this looks in Quicken Business & Personal:
Let us know if this works for you! If it does not, please provide some insight on how your idea differs from what Quicken Business & Personal currently offers.
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