Best Of
Re: PayPal - Missing Credit Account (edited)
Hello everyone!
I just wanted to let you all know that the escalation for this issue is still open and ongoing. We are awaiting a fix to be implemented by our service provider. We will continue to keep you all updated here!
Thank you all for your patience!
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
@TiggerTrainer
Are you familiar with the film "Tora! Tora! Tora!" by any chance? It's a dramatization of the events leading up to the attack on Pearl Harbor. As is also historically true, there are two men assigned to a mountaintop to operate a newly-installed radar system. When they get the first blips "on their radar" from the approaching Japanese aircraft, one of them calls it in to report it. The lieutenant tells him that what the two privates are seeing "on their radar" is probably just an incoming flight of B-17s from the mainland. So he tells the two men to disregard what they are seeing "on their radar". The private up on the mountain shrugs and hangs up, he tells his partner that they've been directed to disregard what's "on their radar", and they both leave to have breakfast.
Having something "on your radar" means only that you know that it's there — not what you intend to DO about it. Thus far, Quicken has said only that the feature has been "submitted for review". That doesn't mean that they are performing such a review. It doesn't mean they have a time frame for when that review might start, or how long the review might take once it begins. It doesn't even mean that they intend to perform such a review at all.
After six years, I would say that in all likelihood, we are now more likely to see competing applications implement AI-based features where you will be able to tell the application in plain English that you expect such-and-such a transaction once a month, and when it arrives, you want it to be split in a particular fashion — ChatGPT, for example, already has features that are similar.
Simplifi is becoming the Eudora of personal finance apps.
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
"no work has been done on this topic yet."
That's encouraging (not).
Given the various complexities people have pointed out, I think this issue is going to require a lot of work.
DryHeat
Re: Nested categories in Simplifi don't show up correctly in [planned spend]
I tried what you suggested, only I started deleting and recreating the categories from the lowest level up. That fixed the problem and it's working as intended now.
I have a guess as to what happened now. I think the 2nd-level categories in my sinking funds branch all happened to be default categories that I reorganized, not ones that I created myself. Not sure why that was causing issues but it seems like deleting them and creating my own categories fixed it and now the transactions are showing up properly in the spending plan.
jordanhb
Web Release 4.82.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.82.0 Web Release, released October 29th:
- FIXED: The year is missing from Reminders for the current year when viewing Recurring Series History.
- FIXED: Clicking "Edit Series" after creating a Recurring Series from a transaction opens the Transaction Detail modal instead of the Edit Series modal.
- FIXED: Various errors and crashes.
- UPDATED: Planned Spend 'Last 6 Months' chart to not include the current month.
- UPDATED: QBP: The Client list in the Create Project modal to be in alphabetical order.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
Citi Shop Your Way Migration Broken
The citi shop your way connection is no longer syncing correctly. The reason is probably that they have migrated their website and branding to the citi thank you mastercard: citithankyoucard.com
It previously was https://citiretailservices.citibankonline.com/RSauth/signon?pageName=signon&siteId=PLCN_SYW&langId=en_US
Re: Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)
Planned Spend has been updated to not include the current month in the 'Last 6 Months' chart! We hope this meets everyone's needs!
Re: New Feature Alert: Advanced Transaction Rules!
Advanced Transaction Rules are now live to all users!
Re: Issue connecting two logins with Vanguard (edited)
@Jeff C, thank you!
We have shared this information with our engineering team, and someone will be reaching out via email to nail down a specific date and time for the session. Please be sure to keep an eye on your email.
We appreciate you participating!
Re: How is Bill Connect supposed to handle the next (not current) credit card payment?
I agree with you that the description of "Total Balance" in the support doc (quoted below, emphasis mine) doesn't seem to make sense. It's hard to see how it would be different from the "Statement Balance"
Total Balance: Updates the reminder amount to the total balance when the statement period closes.
I don't use "Total Balance," but my best guess is that what it really does is continue to update from day to day even after the statement period has closed. That would perhaps make it useful for those who want to completely pay off the indebtedness on the card each time they make a payment.
Like @Coach Natalie, I suggest that you give it a try and see what it does. That's probably easier than going back and forth in a discussion. [ETA] And it will give you a definative answer.
DryHeat