Best Of
Web Releases 4.78.0 & 4.78.1
Hello everyone!
Here are the issues and features we were able to tackle with the 4.78.0 and 4.78.1 Web Releases, released October 1st & 3rd:
- FIXED: Re-excluding a transaction in the Transaction Detail window after changing it from a Transfer Category does not save the exclusion settings.
- FIXED: Various errors and crashes.
- FIXED: QBP: When editing a transaction to apply it as an invoice payment, the "Edit Payment Assignment" option is presented.
- FIXED: QBP: Error when applying payments to invoices.
- UPDATED: QBP: Removed the Item Service Date field from Invoices.
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Thank you!
Re: Planned Spending Expense Series - Allow $0.00 Amount
Has there been any traction on this fix by the development team? Seems like a no brainer. Just allow a $0 category in your spending plan. I also have categories in my plan that I don't use each month, but like them to be there all the time as a reminder.
mluhring
Re: Add an HSA Investment account type (edited)
It's odd that there isn't an HSA option under investments. No surprise many people fail to leverage them effectively when even Quicken seems to not value this type of account.
Re: Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)
alternatively, being able to tag positions and get a report of balances of different tags would work. Similar to watchlist tagging — if we could tag different securities, and report on it, then we could make our own asset allocations based on that reporting
Re: Simplifi has the worst customer service
I think the support experience is very different for people whose financial institutions link successfully than it is for people whose financial institutions repeatedly fail to link properly.
Front line support has few tools to use to help with those connection failures. They can suggest you unlink, relink, create a fresh connection, check passwords, etc., but if the problem is with the aggregator or the bank there is nothing they can really do except report it and hope it gets fixed.
Unfortunately, fixing problems with an aggregator or a bank can often be a slow process and is not always successful. Because downloading transactions is one of the most important aspects of this kind of software, that failure has a huge impact on the user experience.
My financial institutions work well with Simplifi. If they didn't I would be pulling my hair out.
DryHeat
Re: Simplifi has the worst customer service
Has everyone at this point noticed that Quicken Simplifi has the worst customer service?
Nope, in the almost 4 years of being a QS customer, I haven't noticed that at all. I've always experienced top notch support from the Quicken Simplifi support team on the few occasions I've hit a bump. I don't experience consistent errors or issues that keep me from being able to use the app. Quite the opposite, I have had very few issues or problems with this platform let alone issues that have required assistance from customer care to address. So sorry your experience hasn't been the same.
DannyB