Best Of
Re: T. Rowe Price Retirement Plans - FDP-102 Error
This is ridiculous. It's been about a month and a half now since it last synced. This problem can NOT be that hard to figure out. It was working before…. just look into what changed, and revert the change that broke it. I paid for Simplifi so I could see ALL my accounts under a 'single pane of glass'. Quicken's apathy to this situation is leading me to find another company to provide financial monitoring services.
Re: Can I run a spending report for a specific business within Business & Personal?
Hello @IB1542,
Thank you for reaching out to the Community with this question. While there isn't specifically a filter by business, there are a few things you can do.
If you have business categories assigned to all the transactions for that business, you can filter by the specific business categories.
If your business clients are unique to each business, it may be easier to filter by Client/Project instead.
Another option, if neither of the above filter options will work for you, is to create and assign tags for business transactions (unique to each business you track). Then, you could filter by tag to get a spending report just for that one business.
I hope this helps!
Re: Potential new user questions
This is my personal take and is not a recommendation one way or another.
Q Classic offers a more traditional and robust accounting platform that includes a budgeting feature.
Q Simplifi offers a unique take on monthly planning and tracking with a more streamlined personal finance management process that is to me much less cumbersome than many other personal finance apps.
Personally, I have found that keeping track of investment accounts in either product (Quicken Classic or Quicken Simplifi) to NOT be worth the effort. My personal finance/investment advisor's website is far more capable of taking care of all things related to my retirement and investment accounts and I don't really need the nitty gritty details of an active investment account in my personal day-to-day money dance. I do take a monthly draw from my retirement accounts but that set up in QS as recurring monthly income that arrives in my bank account just like my paychecks used to and just like my pension and SSA payments.
DannyB
Re: Reports tied to Spending Plan
Hello @SethW,
Thanks for reaching out! I converted your idea post into a discussion, as the ability to exclude transactions from the Spending Plan without excluding them from Reports already exists within Quicken Simplifi. This support article goes over how to exclude transactions from Reports, or the Spending plan, whichever applies.
I hope this helps!
-Coach Jon
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
@DannyB - "I tried deleting all three entries and re-entering the transaction manually. I ended up with the phantom transaction also reappearing."
It sounds like you are able to delete all the transactions, which is a good start.
Which side did you enter manually? (In the bank account or credit card account?) Have you tried doing it the other way around?
Another approach would be to enter one side as a non-transfer transaction, then enter the other one as a transfer and see if it will match up with the existing one (instead of offering to create a new one).
I remember trying several permutations of this before I finally got rid of the extra transaction, but I'm sorry to say I can't remember what it was that finally worked.
DryHeat
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
Hello @DannyB,
Thanks for the information! I would see if the program allows you to delete all of the transactions mentioned here, the downloaded ones, and the duplicates, and then recreate just the original transfer manually to see if that resolves the issue here.
-Coach Jon
Re: Add a setting to allow the Category field to show it's full path on transactions (edited)
I use a lot of subcategories and in the transaction dashboard when I hover over a category, I'd like to see the full category>subcategory listing. For example, I have created a subcategory "work expense" under several different categories (e.g., entertainment > work expense; travel > work expense; food > work expense) so I'd like to see which category the subcategory is part of. Thank you.
amackles
Axos Bank Connection
Has there been an update since July 2024 on the issues with Axos bank? This is the ongoing thread:
Re: Reports tied to Spending Plan
@SethW - "I cannot find a way to view a report with items excluded from Spending Plan"
Is this what you are looking for?
DryHeat
Savings Goal Changes for History
When I update my savings goal monthly contribution it changes it for all past history. It makes your past budgets look way over budget. When that is changed it should only after current and new months to retain past months budget integrity.