Best Of
Re: Missing aidvantage or haven't updated them.
@abernaki, definitely understandable!
Our support article here goes over how Quicken Simplifi connects to banks:
We also have a section here about how we secure your data:
I hope this helps to provide some assurances!
Re: Do we get Lifehub free with Simplifi? (edited)
Just to confirm, I see that too on that page.
RobWilk
Re: Business Categories unavailable within Quicken Business & Personal (edited)
In case the product team is reading these comments…
This is yet another issue that would be helped by a more comprehensive export-import capability.
—For example, the ability to export and import categories themselves would allow the coaches (or whoever) to simply provide the business category file for the user to import.
—Alternatively, the ability to export all user data and then import it into a fresh database would allow this user to take a reset QPB database (business categories intact) and pull their existing data in without loss.
(During my working year, when computers ran on steam power, I built such a system for a moderately complex database with numerous relations between the tables. An added benefit was that I was able to import a standard testing dataset into an empty database to create a known start state for automated testing.)
DryHeat
Re: Trick or Treat for Your Wallet
Treat: Income is steady for past 5 months while expenses have consistently declined!
DannyB
Re: Persistent apple card 'payment' (transfer) matching issues
@RobWilk, thanks for the update!
Since the escalation was specific to your dataset, I went ahead and got the ticket closed out. Let us know if this pops up again for you in the future!
Re: Trick or Treat for Your Wallet
Trick: A subscription renewed before I remembered to cancel — This "normally" wouldn't have happened while using Quicken Simplifi. Still, something happened last May (my fault, sort of) that caused me to lose my history on Quicken Simplifi. A simple example was YouTube Premium on an account I no longer knew how to log in to (which is particularly hard to cancel). As a result, I didn't have my recurring reminders to pre-warn me that I had a subscription (annual) that was about to renew. Good news: In at least one case, I managed to get a refund on that renewal.
Treat: I got many refunds this year I wasn't expecting. I tried hard to get them, but i wasn't counting on them. In short, I must've gotten about $3000-5000 in refunds between mid-August and mid-September (in that time, my debt dropped by more than $7000 even though I had no money in checking/savings to start and just around $2000-2500 in monthly income. Also, A prepaid online newspaper subscription I canceled refunded me $0.14 or something like that (unexpected).
Treat 2: More than one bill came in lower than expected. Two examples included: (1) T-Mobile, where I cancelled a line, and wasn't expecting an adjustment until the following month because I thought they billed a month behind. (2) The first billing of a $12/month subscription came in at only about $8.
RobWilk
Re: Auto-release planned spend did not auto-release
Manual release works. I'll follow up Nov 1st.
MishaM
Re: Morgan Stanley Line of Credit Always Shows Zero Balance
Hi @Coach Jon thank you for the update. I currently see the line of credit balance. Fingers crossed there are no further issues.
Have a great day
Re: Chase Bank: Child account no longer syncing
After 20 minutes and talking to 5 different people at Chase, the answer was that First Banking accounts should never have been available to be linked to external services since it's an account for a minor and apparently there are legal blocks to doing it. Disappointing, but there you go.
zmaniacz
Re: Persistent apple card 'payment' (transfer) matching issues
I temporarily no longer have an Apple card, i likely will not apply for new credit cards until i am able to try to refinance my auto loan which is about 25% APR. My point is I will not be able to verify if it is fixed when it is.
RobWilk