Best Of
Re: Add OneFinance/OnePay to Supported Banks (edited)
Has this been resolved? If not, I will have to cancel in my 30-day grace period. This bank has been around for quite some time and linkable via Plaid and multiple other solutions so I'm curious what is so difficult about this request?
wdydttm
Web Release 4.67.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.67.0 Web Release, released July 16th:
- FIXED: Incorrect banner displayed when future-dated income transactions exist in the Spending Plan Income bucket.
- FIXED: Clicking news items on the Investments page does not redirect to the external source.
- FIXED: Long account names are not truncated in the 'Saved so far' dropdown in Savings Goals.
- FIXED: The Watchlist calculated amount for 'This Month' does not match the actual amount.
- FIXED: Refund Reminders have incorrect three-dot menu options.
- FIXED: The Add Account modal is incorrect when adding a Zillow account.
- FIXED: The 'OK' button is not visible in the "reminder created" dialog until hovering over it.
- FIXED: Various errors and crashes.
- FIXED: QBP: Dropdown text not displaying properly on smaller screens in Client details.
- UPDATED: The +Account button in the Accounts List has been changed to "+New".
- UPDATED: QBP: The primary business should always appear first in the usage drop-down menus.
- UPDATED: QBP: Other minor enhancements.
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Thank you!
Re: How does the Spending Plan adjust changing/adjusting rollover amounts mid month?
First, a disclaimer, I don't have any Planned Spending categories with rollover activated.
As far as I understand the "rollover" funds are not included in the Available to spend in the current month but instead are reserved funds from previous months. In my experience of experimenting with rollover, these funds seem to be handled along the lines of the funds in a Savings Goal and when used or dipped into, are not actually added back into the current month's available to spend and are only available as extra funds for the designated expense. If this is true, the only way I can think of to tap into rollover reserves in one bucket would be to assign some of the expenses in the overspent Planned Spending bucket to the Planned Spending bucket with available rollover funds.
You can move funds between Planned Spending buckets by reducing the current month's amount for one Planned Spending Bucket and increasing the amount for another Planned Spending bucket thus staying within your limits. If you have a money available in the current month you can increase the amount for an overspent Planned Spending bucket and leave everything else in Planned Spending as is.
DannyB
Re: Bill Connect for Credit Cards: Share your feedback here!
I just enabled the feature, the amount is larger than current balance and is likely the statement balance. Will monitor.
RobWilk
Annoying reminder to install app for Simplifi
I keep getting these annoying reminders every minute to install Simplifi app every now and then even though I selected "don't remind me again".
msit
Re: Planned Spending Categories - % Month Remaining
Your suggestion is very similar to what is discussed her. It has a lot of votes.
DryHeat
Re: T. Rowe Price Retirement Plans - FDP-102 Error
Having the same issue here…again. Quicken, this feels like an every other week issue with you all. You gotta get this sorted out.
srings
Re: Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)
I would rather have my account view collapsed or partially collapsed but the default view is expanded. When there are 30 or more listings it's just easier to view. Every time I change pages it resets the view to Expanded. IMHO this completely defeats the purpose of being able to collapse the view.
Please make the accounts view sticky so that it remembers how I have them configured not only when I change pages, but when I log in as well.
Presidents choice financial
better know to Canadians as PC financual, we are lacking the ability to add The PC master credit to simplifi. Please give update this is a deal breaker for me.
Re: Add Keyboard Shortcuts (edited)
Thanks for the inquiry!
Sadly, I don't have an update to provide on this request at this time. We appreciate the bump, though, and I have now also added my vote here as I agree that this would be a great function to have!
Please be sure to stay tuned for future updates!
-Coach Natalie