Best Of
Re: Simplifi Bill Connect - not working correctly for Consumers Energy
@Duke0486, thank you for the information!
We have resubmitted this to our aggregation partner and will follow up with you here when we receive another update. We may end up needing to escalate this internally as a product issue instead of to our aggregation partner, but we will see what they say.
Re: Recurring Transfer History does not display in the series details if the recurring amount is $0
Thank you for the update @Coach Natalie. Luckily using $0.01 recurring tran has solved my issues for now and is a low priority for me currently.
Jenny T
Re: Is QS supposed to automatically enter a recurring transaction/transfer as a pending transaction?
I went ahead and ended the existing recurring series which retired it and preserved the historical data for this series.
Then I created a brand spanking new recurring transfer from scratch.
After creating the new series this is what I now see in my Spending Plan under Bills > Excluded this month:
In addition, the misplaced reminder in Other Spend is gone, so this appears to be resolved.
Thanks for your suggestions and insights.
DannyB
Re: More detailed CSV Exports (original name and description, flags, reviewed, check number)
This is sorely needed and can't come any sooner, particularly on the "original description" front. Having migrated after the Mint shutdown, the lack of this makes me hesitant to continue with Simplifi.
Begrudgingly, I feel somewhat held hostage at the moment, unable to extract the data I'd need to migrate elsewhere. The irony, though, is having the ability to migrate elsewhere would make the feel safer sticking with Simplifi, and wouldn't evoke a feeling of helplessness.
The fact that this hasn't been addressed and remains in a "coming soon!" state increasingly makes me tempted to manually copy/paste data from each of my many transactions since the Mint shutdown and cut my losses before the problem worsens. Please make it so this isn't the case!
jak339
Re: Advanced Transaction Rules: Share your feedback here!
I really like the new changes and look forward to testing them now that they're general release. Thank you.
DavidB
Re: Refund Reminder Card Displays on All Accounts
I have eschewed the Refund feature. If I have a refund coming, I just make a future dated transaction for when I expect the refund. It works. I can always adjust the date. Frankly, I usually just use today's date as refunds don't usually take long. I do the same with credit card rewards.
You can always use a one-time reminder too especially if it is going to take a while.
Like everyone else, I am puzzled why fixing the Refund reminder (which is just a variation of a reminder) has taken so long to fix.
SRC54
Re: Refund Reminder Card Displays on All Accounts
It is maddening. Trying to use the Refund Tracking feature is like getting cursed.
JMQkn
Re: 'Recent X Months' Date Range Filters in Reports should not include the current month (edited)
I just checked and it doesn't. I was probably thinking about Spending Plan.
I still think though that perhaps the past 6 months should show 6 full months, so for example on July 15, show me transactions from Jan 15 - July 15. Especially if it's towards the beginning of the month and you want to get an idea of what spending you do in a specific category/ies over 6 months, to show the past 5 months plus a day or a few is misleading.
EL1234
Re: 'Recent X Months' Date Range Filters in Reports should not include the current month (edited)
One other argument against the "monthly" reports… Months can be 28, 29 (feb leap years), 30, or 31 days - that's about 10% potential difference in number of days - so when it's by month , it's never "apples to apples".
I get it that you don't like this idea ... But that's a bit of a stretch. Many expenses are monthly, not daily. And all the months but one have either 30 or 31 days.
There's a good reason why Simplifi has "Month" as one of the reporting intervals (and provides a Monthly Summary, and has a Monthly Spending Plan). And why all bookkeeping software provides monthly reports.
DryHeat
Re: 'Recent X Months' Date Range Filters in Reports should not include the current month (edited)
To clarify: Is this idea post to "Exclude" the current month, or have 5 solid months with 1-2 partial months? If the latter, i might change my vote.
The idea is to exclude the current month and, for example, to show the previous 6 whole months.
The "Jan-15 to Jul-15" idea is a different suggestion. It would cover 6 months, but I'm not sure what column breakdown is being suggested. Would there be 7 columns (5 full months and 2 half months)? Or would each column cover from one mid-month to the next mid-month?
Personally, I think in months (like the Spending Plan). So for me that would be less useful.
DryHeat