Best Of
Re: Foreign share market share price updates
Karl, you might be using Quicken Classic and not the online Quicken Simplifi. This community is for Simplifi.
If so, you might want to post this in the Quicken Classic Support Community:
SRC54
Lost connection to Bank of America Card
Simplifi tells me to reconnect but after login says I have the connection try another bank.
Never mind, I went to accounts and try again fixed it
N4KHQ
Re: "Notes" cannot be updated from Transactions page
Related: I noticed the same thing with payee name today, i could only edit it from the full transaction page. It let me change it from the transaction list, but it would not save it. I may or may not have an earlier access version of the transaction list, I am not certain.
RobWilk
Re: Transaction list not grouping by date correctly
Looks like you're seeing the same thing I am, and you've described the same thing I did in the text after my screenshot :)
Sorry for the wrong post type. My last post seemed pretty clearly a bug and people said the opposite on that one. But context is everything. I'll get the hang of this eventually.
Re: Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)
@SRC54 for me most reminders would be automatic, but there is the occasional one-off bill that I would use the manual option for. I have already voted for the other idea as well. I would be pretty happy with either.
egal
Re: Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)
@RobWilk This feature is an option in Quicken desktop and I would assume that if implemented here, it would also be an option per transaction reminder as to if it should be automatically entered. If true, you could disable this option as you do not wish to use it. I think for many, we want them automatically entered as the payment itself is set up to automatically withdraw from the account. If the payment is a manual payment then I would not select that option, as you mention, because I don't know the exact day I will pay it.
egal
Re: Convert Reminders to a Transaction on the day they occur [edited] (1 Merged Vote)
With time, I've come to realize I do not want this feature. While I do want the ability to convert a reminder to a transaction, I don't want anything entered automatically from reminders. I may schedule things that don't have definitive dates, and i'd rather have them move forward as a 'past due' reminder, than a transaction. Reminders are to remind me to make payments, and if it's auto entered, I will never remember. Also, what about the case where a reminder is income, and it gets auto-entered but is not actually in the account for some reason -it could cause me to spend money i don't have.
In short, I think I am now the first no vote for this idea.
RobWilk
Re: Can we link 2 separate people's accounts under the same Bank?
I do that with Chase and it works fine…
EL1234
Re: Ability to automatically contribute to Savings Goals [edited] (5 Merged Votes)
Agreed. When I realized this didn't happen automatically, I just deleted all the Savings Goals and just added the custom aggregate number to my Savings Plan. It's not helpful if I need to take on the manual reconciliation of all transactions. For now, I have the savings account named according to the goal, and can view the balance in my account list. But I'd really love to use Savings Goals, as there is something inspiring about seeing that goal out there, the total, and the progress bar.
To add, contributing automatically isn't just the "contribution" but also when the account earns in interest. That's also something to be reconciled manually today. For anyone with lots of savings accounts for a half dozen goals, not sustainable.
Re: Ability to run Reports by Subcategory (edited)
@Coach Natalie how many votes are necessary to consider the “idea” for development? I would merely call it “an idea” as this is clearly a lack of the feature on the mobile apps. This is such a trivia feature which is available in [removed] and was a basic feature of Mint. Lack of parity between desktop browser and mobile apps for this simple ask is truly baffling. I hope the Simplifi team can reconsider priority for this feature.