Best Of
Re: Understanding – Pending in Transaction Activity
Because others are describing how they use Quicken Simplifi, let me put in my two three cents:
(1) When I first started with Simplifi I was very hands-on. A number of things were different from software I had used previously and I wanted to make sure I understood how it worked.
(2) Now that I am more comfortable with it, I am very hands-off. I still look at it frequently to remain aware of upcoming manual payments, check categorizations, or make notes of things I need to remember. But I seldom interfere with its automatic functions.
(3) One thing that help me relax was the fact that the account balances are not based on the transactions in the registers. At first that perplexed me because it is so different from my other software, but now I see it as a kind of "failsafe." Even if you muck up the transaction list, you will still be able to know the actual balances in your accounts.
DryHeat
Re: Missing Utah Educational Savings Plan (aka my529)
Any update from Simplifi? This is a major account for many of us.
Re: payee names cut off in the register when hovering and editing (edited)
I'm seeing the same thing on any Payee name that is too long for the column width.
DryHeat
Re: Understanding – Pending in Transaction Activity
@DryHeat @SRC54 @Coach Kristina @DannyB - thank you all for the information provided and how you use the pending transactions. As I slowly get more and more integrated with Simplifi and leaving Quicken Classic. One of the practices that I started with Quicken was to attached file to the transactions such as receipts, depository and credit card emails, etc. I have found, not frequently that this practice has cut the "search time" drastically when a receipt, a message, a statement is needed. So, hopefully I have provided the larger portrait of my question with a different aspect.
Thank you again.
Re: TIAA Reporting Connection Issues
My TIAA account synced just now. It still says it's unavailable and I got the warning when I entered my 2FA, but the balance is correct as of today.
meoge
Re: Ability to see a Total for all Planned Spending Items (Original & Current) [edited]
@RobWilk - I don’t think everyone lives in a perfect world. Plans are rarely executed as planned. I think what the person is asking is a simple way to measure progress against the plan. The absolute worst thing to say to someone is what you said - which I interpreted is ‘tough luck because you should have planned better’. How on earth can anyone plan their groceries, gas, and other items down to the penny. It may be called a Spending Plan but it’s effectively a budget by definition and functionality. Some companies are moving away from the word budget as a concept to help people understand how to budget.
Simplifi does a ton of things right. But any financial software should tell someone how they are spending relative to their plan/budget. It’s unbelievable why that information isn’t being provided. If you don’t want to know and would rather wait for an emergency and not see it coming then just don’t look and your progress.
I don’t mean to be harsh but I just don’t understand why it’s so hard to ask for a number that states - here’s what’s remaining from your plan.
BenB