Best Of
Re: Osaic and Equipt
Hello @Chilly,
Thanks for the reply. As stated previously, this post is a financial institution request. Which means it can be voted for and followed for updates, but it does not guarantee that it will 100% be added. We of course will update this post if it will be/if we receive any information regarding this financial institution.
Thank you for your patience!
-Coach Jon
Re: Osaic and Equipt
How many folks need to upvote this for it to become a thing? My father is currently unable to connect due to this missing link, and between issues here and other different issues with connecting to nationwide its causing frustration.
debterr
Re: Osaic and Equipt
This process is taking way too long. I will not renew if this does not get resolved soon.
JimY67
Re: Cash Flow Forecast: Inconsistent balance +/- signs between mobile and web
@RobWilk, thanks for posting to the Community!
I believe this is a difference in design between the Web and Mobile Apps, and is not a bug. To vote to change the way credit card accounts are plotted in Projected Cash Flow on the Quicken Simplifi Web App, please see our existing request here:
I hope this helps!
Re: Loan Payment Category identified as 'other spending' when it was a recurring bill
@RobWilk, done!
Re: New Upgrade Connection Does Not Include Personal Loan Accounts
I actually paid this account off, so I am unable to test it further.
Thank you for following up.
jtb36
Re: Recurring Transfers, which side to use for setup?
@DryHeat not a problem… and thanks for the input. This is one of those very minor, "Huh, I wonder…" things that in the end make little or no difference. I was just wondering if there was a preference for one side or the other and if that made any difference for how QS tracks and matches the actual transfers when they occur.
Whether I have reminders set up or not, QS still tracks them in the Spending Plan currently under "Planned Spend > Excluded this month (#)" either matching them or adding them as the month unfolds.
One more thing to note FWIW: On the Series page we are given an annual total for each series based on the monthly amount set. For savings transfers, if I want to see the total annual saved, I will need to set up the series based on the receiving accounts side of the transaction. If I use the sending account side of the transaction, I will see the total debit which of course is mirrored in the receiving account but reported as a negative on the series page.
DannyB
Re: QBP: Attach Receipts to Client Invoices [Edited]
This is exciting to hear and see. I will give it a try with the invoice I need to produce today and see how it goes.
JMWDBA