Best Of
Re: Add the 'Edit Series' option to the three dot menu of reminders (edited)
@DryHeat, thanks for posting your suggestion to the Community!
There is a more direct way to edit a recurring series from the Bills & Income section — select the All Series tab at the top, and then the three-dot menu options for the recurring series listed here will have an "Edit Series" option. With that, I did edit this request to be specific to the Bills & Income > Overview page.
I hope this helps!
Re: Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)
I think I just voted for this. It’s terrible that the company would remove such an important feature without asking its users if that is ok. It’s so hard to create rules without the title of the transaction in front of you like you used to be able to.
Saver89
Re: Dismissing Bill Reminder removes charge from Cash Flow
This does illustrate why i prefer the language “upcoming” rather than “reminders” because reminders sounds like they are there to remind you to pay them , but they are used for calculations as well beyond just reminding you.
RobWilk
Re: Dismissing Bill Reminder removes charge from Cash Flow
You may also like this alternate idea post :
this would create a transaction (which could be future dated) from a reminder, though this has fewer votes
RobWilk
Re: Dismissing Bill Reminder removes charge from Cash Flow
Wonderful — thanks Natalie and Rob! Your workarounds are helpful, and I will keep my fingers-crossed for a feature enhancement in the future to fully address this!
Re: Dismissing Bill Reminder removes charge from Cash Flow
@michaeljcampbell, thanks for posting to the Community!
We have an existing request for the ability to mark recurring reminders as "paid" that you can vote for and follow for updates here:
Otherwise, that is correct that dismissing a recurring reminder will remove it from future projections. Instead, with the way Quicken Simplifi is currently designed, you'll want to wait for the transaction to download and get linked to the recurring reminder. The reminder is essentially a placeholder until the actual transaction occurs.
You can also dismiss the reminder and manually enter the transaction with a future date, as Rob mentioned. A future-dated transaction is also considered a reminder, as it's a placeholder in future projections until the date of the transaction actually occurs, and then it becomes a transaction in your register. In this scenario, since the transaction is manual, it would then become linked to the downloaded version of the transaction once it downloads.
I hope this helps!
Re: Dismissing Bill Reminder removes charge from Cash Flow
@Coach Natalie We replied the same thing at the same time :-), I was seconds behind you.
RobWilk
Re: Dismissing Bill Reminder removes charge from Cash Flow
I think what you are looking for is what is being requested here — please vote on it if so — dismissing and deleting a reminder is the same thing —
As of this note, there are 143 votes and they are 'currently reviewing options for this request!' as it says in the voting area on the first page.
RobWilk
Re: Reports: Offer "Last X Days" Date Range options, similar to Quicken Classic (edited)
Ok, I don't need to delete it like I wanted to hide it, I was just noticing no votes/comments in the 3-4 days its been up - and figured it might save you future housekeeping. But it's an idea that may appeal to some people down the road.
RobWilk
Simplifi helped me justify taking a risk on Refinancing, and it looks like it worked
I was looking at my car payments, around $530/month, and with the cash flow forecast, it was looking like it would take me over a year to pay off basically 2 months worth of spending (credit card debt).
I refinanced online, which took some faith because it was with companies I hadn't heard of before, but they hooked me up with a loan at a credit union that looks legitimate. I verified today that they paid off the old auto loan so all looks to be legitimate.
Now, my payments are around $300/month, and after updating cash flow projections, just that little bit of extra money cut down my credit card payoff time to "about 6 months" or about half the time it was looking like before.
This is makes my financial situation look far less bad than it was.
Back in August I had $17,000+ in credit card debt, now I'm a bit below $7800 3 months later. Simplifi also helped me visualize my spending to see what I could cancel or return and recover some of that without having to pay it down myself. It also helped me identify monthly subscriptions i no longer needed or was even using.
In August, when I saw the $17,000 number (shortly after i recovered my dataset to normal, after previously letting it get into a state of disrepair) it was a big red flag that I absolutely needed to stop spending - - until I saw the amount I knew i was doing a "little extra spending" but had no picture how much.
In the last month, I closed a $4000 limit credit card BECAUSE it was incompatible with Quicken Simplifi —- and yesterday I opened a Capital One T-Mobile credit card (which is compatible) with the same limiit and similar rate.
RobWilk