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Re: Projected Cash Flow: One line that represents all selected accounts (edited)
I disagree, cash flow lets me forecast each balance into the future. I primarily use it to see, for example, how much will my primary checking account (I have 3-4 checking accounts) will be just prior to the next income on that account, so i know what's "really left" in that account after known bills come in.
I won't vote against your idea at this time, though, as this may still be interesting to have.
-Rob
RobWilk
Re: Projected Cash Flow: One line that represents all selected accounts (edited)
There is an existing similar idea though, with not-that-many votes:
[removed link to merged thread]
RobWilk
Re: Planned spending report and export
Planned Spending is not a "future transaction". Future transactions are :
- Future dated transactions entered in the register
- Recurring Series (Settings → Recurring)
There are no "dates" on planned spending, so it would be difficult to impossible to guess where to put them in a report like that. Planned spending is primarily for holding money aside for the spending plan, and outside of the spending plan 'planned spending' currently serves no other purpose.
RobWilk
Planned spending report and export
Reports and exports should be able to include future transactions from the planned spending. We should be able to run a report that includes both historical activity and future activity as well as be able to export anything we view whether past, present or future.
DCClark
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Hello - any update on this from the product team? This is the feature that in my view will make Simplifi complete.
Re: Credit Card Bill Statement Balance
Hello @ds824,
Thanks for reaching out! We converted your post into a discussion, as we already have a great feature called Bill Connect for Credit Cards that covers this topic. With Bill Connect for Credit Cards, Quicken Simplifi automatically updates your credit card reminders using real-time balance and due date information pulled from your connected account. Once set up, Quicken Simplifi uses your online banking connection to retrieve bill data—such as statement balances, total balances, and minimum dues—based on your selected preference.
For more detailed information on this feature and how to use it, you can view our support article here:
I hope this helps!
-Coach Jon
Re: Add "APCU | Center Parc" - Atlanta Postal Credit Union
It looks like the APCU recently renamed ("two names" they say on their site). This is good news, thank you.
-Rob
RobWilk
Re: Add "APCU | Center Parc" - Atlanta Postal Credit Union
@RobWilk, thanks for posting your bank request to the Community!
I have moved this out of Missing Financial Institution Requests for now, as I see an option listed as "Members Alliance FCUGA" in Quicken Simplifi that has the same URL you provided above.
Let us know if this bank option works for you!
Re: Unable to connect to First Texas Bank - FDP-103/Care code: not.found (edited)
Ok, this got me thinking a bit. I had to "reset connection" from the Settings > Accounts page. This was successful and I am now successfully downloading transactions again.
Thanks.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Have the ability to exclude from spending plan and or reporting on split transactions. Currently, it is all or nothing on the transaction. I'd like to ability to exclude part of the transaction that is a split.
For example, I have a $100 charge. I split the transaction between two different categories. I want $50 to be excluded from spending plan and the remaining $50 to be included in the spending plan