Best Of
Re: Notes field not updating (intermittent)
Hello @Sam P,
Thanks for reaching out! I was not able to reproduce this issue myself from our side. Can you share a screen recording showing the issue to better assist us? You may feel free to DM me personally for privacy reasons if you prefer!
If the issue is browser-related, you can also see if trying in another web browser/incognito mode presents the same issue. Let us know!
-Coach Jon
Re: Transaction registers: we'd love your input
@SRC54 thanks for your time to show me how you work. we are still improving the transaction register based on feedback from you and others! thanks again.
Re: Transaction registers: we'd love your input
Hello Kirby…
Looks barren of comments :(
If you are including the Investment transactions you could start with a couple of my threads about duplicates, Investment vs Payments, categorizing, stock symbol searches, sorting / categorize by Actions, searching by a date range, and more.
thanks…
neon45
Re: Transaction registers: we'd love your input
Just noticed on Web App 4.70.0 that we can now once again update the transaction date directly from the register. Thanks a bunch. In fact, I had updated some entries before it dawned on me as I had been so used to doing it that way. Thanks!
SRC54
Re: American Express FDP-401
I've gotten this a few times but retries have always worked. I think I got this error message this morning in both QS and Classic. I'll keep an eye on it. I know that AmEx doesn't really update until about 9am Central.
SRC54
Re: "Type/Action" field is missing when viewing Investment transactions in Reports on Mobile (edited)
Hello @simplira,
I am back with an update on this issue! Our product team has implemented a fix that will be released with the Quicken Simplifi Mobile Version 5.37.0 5.38.0 update. Once that version rolls around, be sure to let us know if the problem is resolved for you!
-Coach Jon
Re: Summer is almost over! Share your stories!
Well, the first week of august is really the "beginning" of my "summer" - i missed most of summer.
I spent most of June and July in a — secure facility (no, not jail) — and the end of July was spent at Disney World (an alternate reality) and Universal's Epic Universe.
-Rob
RobWilk
Re: New Savings Goal with saved so far amount shows "behind" after contributing (edited)
@zeroskatr512, ahh, I see!
Mine shows "Behind 6 months" on the Savings Goals page after contributing. I tested with a new Savings Goal that did not have a 'Saved so far' amount, and the "on track" chip remained, as expected, so this does seem to be related to Savings Goals with a 'Saved so far' amount.
I have escalated this bug and will post back with updates!
SIMPL-28577
Re: Bright Start Savings - for investors NOT advisors
I can confirm that this solution worked for me with the new Bright Start 529 (IL) portal: