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Re: Reports tied to Spending Plan
Hello @SethW,
Thanks for reaching out! I converted your idea post into a discussion, as the ability to exclude transactions from the Spending Plan without excluding them from Reports already exists within Quicken Simplifi. This support article goes over how to exclude transactions from Reports, or the Spending plan, whichever applies.
I hope this helps!
-Coach Jon
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
@DannyB - "I tried deleting all three entries and re-entering the transaction manually. I ended up with the phantom transaction also reappearing."
It sounds like you are able to delete all the transactions, which is a good start.
Which side did you enter manually? (In the bank account or credit card account?) Have you tried doing it the other way around?
Another approach would be to enter one side as a non-transfer transaction, then enter the other one as a transfer and see if it will match up with the existing one (instead of offering to create a new one).
I remember trying several permutations of this before I finally got rid of the extra transaction, but I'm sorry to say I can't remember what it was that finally worked.
DryHeat
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
Hello @DannyB,
Thanks for the information! I would see if the program allows you to delete all of the transactions mentioned here, the downloaded ones, and the duplicates, and then recreate just the original transfer manually to see if that resolves the issue here.
-Coach Jon
Re: Add a setting to allow the Category field to show it's full path on transactions (edited)
I use a lot of subcategories and in the transaction dashboard when I hover over a category, I'd like to see the full category>subcategory listing. For example, I have created a subcategory "work expense" under several different categories (e.g., entertainment > work expense; travel > work expense; food > work expense) so I'd like to see which category the subcategory is part of. Thank you.
amackles
Axos Bank Connection
Has there been an update since July 2024 on the issues with Axos bank? This is the ongoing thread:
Re: Reports tied to Spending Plan
@SethW - "I cannot find a way to view a report with items excluded from Spending Plan"
Is this what you are looking for?
DryHeat
Savings Goal Changes for History
When I update my savings goal monthly contribution it changes it for all past history. It makes your past budgets look way over budget. When that is changed it should only after current and new months to retain past months budget integrity.
Re: Is there a way to stop advertising within the app?
@cloudquick - ""I just want an option to turn it off so I never see it again.
I remember seeing this some time ago.
I'm not sure, but I believe I rejected the offer and never saw the ad again.
So maybe you already have turned it off so you will never see it again.
DryHeat
Re: Florida Prepaid College Plan no longer connecting (FDP-101)
Hello @rp343,
We appreciate the quick response! I let the service provider know once again, and will be sure to report any updates here once we hear back.
Thank you for your patience!
-Coach Jon
Re: Target Circle Card won't download new transactions
@Coach Natalie , thank you for your response and recognition of this ongoing issue. You stated "Speculating on the attention given to issues or things of that nature can also be removed by Moderators." I'm not seeing that in the community guidelines, particularly "speculation". Does this just fall under the umbrella "We reserve the right to remove any content for any reason we deem fit"?
Thank you. I look forward to the updates on the May 2025 alert. It would serve all those affected to see more activity on that. It is beginning to look like a dead post.