Best Of
Re: Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?
Re: "forever remain a mystery"… that's a good point i rarely consider…. It would be virtually impossible to know 'when' the recurring series was corrupted, becauase I believe Quicken puts out a new version almost weekly now (it feels that way anyhow) - and any one of those intermittent versions could have caused the corruption, and it may or may not be fixed already. That's probably why the suggestions often are like this one, to recreate the series.
RobWilk
Re: Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?
I'm glad you got it fixed. It will forever remain a mystery.
As for the future Other Spend page… Yes, mine always looks exactly like that.
DryHeat
Re: Simplifi Needs Better Support for Real-World Budgeting & Cash Flow Forecasting
I agree about Reports, and they are getting better. But we do need saved reports, and this request is under review. We've been given to understand that enhancements are coming.
So tell us how your SoFi account works. It sounds like that as needed, money is moved from savings account to checking account. I know PNC Bank has something like that, which I had considered especially since it is actually here in town. Internet Banks are great but it is nice to be able to go to the branch if one needs to!
Luckily I get a very high interest rate in my Checking account with my local state bank (up to $30K), and though not quite as good st the 4.5% of a HYSA (I think it is 3.83), it has served my purpose. and it is here in town.
SRC54
Re: Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?
@DannyB, how strange!
I would recommend regenerating future reminders via an edit to the Recurring Series first before a full delete/re-create. The former will allow you to keep all of your history, but the latter may end up being required if the Recurring Series itself is the problem.
Let us know what ends up working for you!
Re: Use OAuth APIs everywhere they are available (Chase, Bank of America, etc.)
@Coach Natalie It does answer my question, thanks!
Re: Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph
@Coach Natalie There is no net income report anymore, so this may be obsolete.
RobWilk
Re: Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph
@RobWilk, ahh yes, excellent point!
I will get the ticket closed out as obsolete.
Re: Target Circle Card won't download new transactions
@Coach Natalie - May we get an update on this issue? Has this issue been scheduled to be worked on?
JJQB
Re: Watchlist monthly average should not include the current month (edited)
Also the idea post you mentioned is about spending plans, not reports.
Yeah, I linked the wrong one and didn't edit quickly enough to fix it before you started writing. Also, I thought it was an idea post but it wasn't (and it has been closed). So I took your advice and made a new one here:
And I get it that you really like the "5 months plus X days" style of reporting. I on the other hand prefer seeing full-month data so that I can compare apples to apples. Either is ok.
I was just responding to your "How else would I see current spending?" question. There are multiple ways, and actually either of us can modify the date in the date picker to see anything we want. It's just a matter of convenience and (for me) the idea that "6 months" should mean 6 months.
DryHeat
Re: Gobble Up Some Gratitude!
This year, I am thankful to Quicken and the hard working folks making updates and providing support. It really helps me manage my debt (mostly from june and august) by the way it helps me stay organized and decide how much i can reasonably use to pay down that debt each income period.
RobWilk