Best Of
Re: Independence Day Trivia!
3 & 8 are pure guesses. I think 9 is right but wouldn't swear to it.
- Declaration of Independence
- 50 stars and 13 stripes
- Hot dogs — Probably not right, but it is very American
- France
- The Star Spangled Banner
- John Hancock
- John Adams and Thomas Jefferson 1826 but TJ went a few hours earlier
- 1876
- Fort Knox
- Philadelphia
SRC54
Re: Saving Reports with end date = Today
I don't think there is any way to save a report in Simplifi. You must be using Quicken Classic. If so, here is the correct community for you:
SRC54
Re: How to identify a subscription
I think what @Coach Natalie is suggesting is that you change the names in the 3 recurring series so that you can identify which subscription is which. So, for example, you might name them "Apple - Cat," "Apple - Dog," and "Apple - Fish" and give each one the proper amount for that particular subscription. Something like this:
I can't find anything in the support documents that explains how it works, but my experience has been that the Name on the recurring series does not have to exactly match the Payee information from the downloaded transaction. I don't know how close it has to be for the match to be detected, but I have renamed a number of my recurring subscriptions for clarity (only changing the name a little bit) and they have continued to match.
It would be nice if there were a bit more clarity on how the transaction-matching system works, but no one has come forward to explain so far.
DryHeat
Re: Understanding – Pending in Transaction Activity
Because others are describing how they use Quicken Simplifi, let me put in my two three cents:
(1) When I first started with Simplifi I was very hands-on. A number of things were different from software I had used previously and I wanted to make sure I understood how it worked.
(2) Now that I am more comfortable with it, I am very hands-off. I still look at it frequently to remain aware of upcoming manual payments, check categorizations, or make notes of things I need to remember. But I seldom interfere with its automatic functions.
(3) One thing that help me relax was the fact that the account balances are not based on the transactions in the registers. At first that perplexed me because it is so different from my other software, but now I see it as a kind of "failsafe." Even if you muck up the transaction list, you will still be able to know the actual balances in your accounts.
DryHeat
Re: Missing Utah Educational Savings Plan (aka my529)
Any update from Simplifi? This is a major account for many of us.
Re: payee names cut off in the register when hovering and editing (edited)
I'm seeing the same thing on any Payee name that is too long for the column width.
DryHeat