Best Of
Re: T. Rowe Price Retirement Plans - FDP-102 Error
i have been waiting 25 days. I am about to cancel my subscription soon.
yac22
Re: When editing transactions, don't automatically mark them as 'Reviewed' (edited)
I came across this issue today and went looking for an idea post. Of course I wasn't alone in my preference to manually change the Reviewed status. I would propose a setting that could be selected per user, to either allow it to automatically update when edited or leave it a manual selection. Since many users use this Reviewed check to conduct pseudo reconciliations, this feature change is really needed.
egal
Re: FDP-103 for Human Interest 401k
sure!
- no recent changes to bank website
- https://app.humaninterest.com/login/
- Investment. 401(k)
- see below
- xx#xX#xx$XXX
FDP-103 for Human Interest 401k
Quicken hasn't been able to connect to Human Interest for almost a month. I've confirmed the credentials and attempted to reconnect several times to no avail.
danz740
Re: The "Other Spending" amount bar on the mobile app floats above the bottom of the screen (edited)
Hello @housetr,
Our product team did come back with a fix that they implemented, which should take effect with the Quicken Simplifi Mobile 5.36.0 version release. Be sure to let us know if the problem is resolved for you when that version rolls out!
-Coach Jon
Re: Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)
So sad to see this idea has not made any progress in the last four years since it has been suggested. Support for sinking funds is crucial to any budgeting app, and the with no ability to link transactions to goals, but also no ability to automatically reserve funds from planned spending rollover, the only option is to manually kludge the two features together. Would be nice to see some renewed developer interest in fixing this rather than trying to turn Simplifi into a stock tracker.
Me000000
Re: Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)
@Coach Natalie Could you please provide an update on this feature request? I'm experiencing the same issue as members above have expressed: the inability to link/deduct a transaction from a Savings Goal. Thank you!
Re: Persistent Filters & Views in Reports: Share your feedback here!
@DavidB @virshu Good ideas. At least, this is a step in the right direction. I like that some, not all, reports let you export to Excel, but would still like to see support for PDF.
I would like to see last 3, 6, 12 months support just full months because a partial month really doesn't tell you anything.
SRC54
Re: Transfer transactions not included in account total (edited)
—If the transaction shows up in the register and it is only the account total that is wrong, that is likely a function of how Simplifi determines the total. It does not add up the transactions in the register. Instead, it displays the most recently downloaded total from your bank.
To display the correct total, you have to wait until the bank posts the transaction and changes it's total, and then that total is downloaded by Simplifi. (I'm assuming the CD is connected. If not, Simplifi does in fact add up the transactions. So this explanation wouldn't apply.)
—If the transaction is not showing up in the register, the most common problem would be that the Category used for the checking transaction is not actually the transfer Category for the CD account.
To rule that out, could you post an image of the transaction (redacted to protect personal information)?
DryHeat
Re: Persistent Filters & Views in Reports: Share your feedback here!
One other thing, the view that you save with the new feature does not remember changes to any fields you added to the display. IOW, I bring up a report, add filters and such, but want to also see Notes in the detail list. So I click on the 3 dots in the header field (see link below re this feature) and add Notes to the display, and that works.
But, when I close the report and go back in, it remembers all my settings EXCEPT the change to include the Notes field, although that was supposed to be part of this new feature (see screenshot below, which is the last post in the thread I link to here:
DavidB