Best Of
Re: Running Balance Column
Copout answer. That would not take away from any flexibility…it worked fine in Quicken classic for decades!
Invoice Customizing Quicken Simplifi
Hey there,
It would be great if, related to the Invoices on the Quicken Simplifi BP we could have some degree of customizing.
For example, putting our logo or brand within it.
Another would be the ability to, say, add a check box. If we were able to add one with an option to make it mandatory or voluntary, I could get a client to click to agree to that they have read and understand our "terms".
In my years of retail, doing this kind of thing radically reduces chargebacks at the CC level. If a client acknowledges they have read our terms in almost all cases, the chargeback goes the direction of the provider, not the consumer.
I was told by Global Merchant Processing that as long as we a page on our site which outlines our "terms" and a client tries to "dispute" a charge for most reasons, the company will side with the retailer because the terms are available in a public forum such as a website.
Re: Allow a manual update of the balance on manual accounts (edited)
@RobWilk Thanks!
I've suspected for sometime that the manual accounts can get off when there is a linked transaction with a connected account. I also notice it with postdated transactions that I put in as reminders. And you may be right about the re-dating being the problem.
When one of my balances gets off, I double check by choosing all transactions and this will get me a total. (Hint: sort by payee or tag so that the register will show all past transactions.)
It just seems a no-brainer to me to add a button to allow us users to re-calibrate the balance.
SRC54
Re: "Uh Oh. Something isn't quite right here."
Same as DryHeat. I got it a couple of times the other morning. It was early and thought maybe they were doing maintenance on the server(s).
SRC54
Re: Allow a manual update of the balance on manual accounts (edited)
I added my vote - my manual credit card (I have one unsupported account) was off by $23 this morning, so i manually fixed it with a temporary transaction. It will correct in the future, and I'll have to delete that temporary fix.
I noticed on the broken transactions roughly equalling the total it was off, 3 transactions (or more?) totalling around $23 were re-dated after the other side cleared (the checking account side), and I suspect this is why it was off (in total two $8 payments and two $7 payments have today's date on them - $8+$8+$7 = $23, earlier 3 of those transactions had a different date. I suspect the re-dating of transfer transactions are what's breaking the manual account totals temporarily.
Edit: I'm going to take the above paragraph and find somewhere else to share it more appropriately (either a bug report or an existing bug report.
RobWilk
Re: "Uh Oh. Something isn't quite right here."
I've seen this a few times, but not recently. I assumed it was server overload.
DryHeat
Re: Ability to forward receipt emails to Simplifi for automatic receipt tracking
This is a feature I have been spoiled by in other platforms, and just naturally assumed that all platforms offered it. I really hope Quicken considers this, as it's a time saver.
JMWDBA
Re: Osaic and Equipt
Hello @phamby,
There is no update at this time for this request. We will be sure to update this post if we receive more information on the status or if it will be added in the future. Just remember that this does not necessarily mean that the bank will be added.
I hope this makes sense.
-Coach Jon
Re: Osaic and Equipt
Hello @jimsug,
Thanks for reaching out! Before we add this URL given as a financial institution request, I would suggest that you try connecting via one of the options provided within Quicken Simplifi to see if you can connect. Let us know how that goes!
-Coach Jon
Re: Osaic and Equipt
Thank you @JimY67 for showing me how to click the vote button. I have voted. @Coach Jon, I will need to cancel my Quicken Simplifi account if this cannot be resolved as linking this account is needed for me to use your software.
Chilly