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Re: Include checking account balance in Spending Plan (3 Merged Votes)
Re: Include checking account balance in Spending Plan (3 Merged Votes)
Re: Include checking account balance in Spending Plan (3 Merged Votes)
Where do I add a vote for this or similar request?
HQ2
Re: Ohio University Credit Union - can't connect credit card (edited)
Hello @olwhatshisname,
Thanks for the confirmation! I did get this issue escalated and will be sure to follow up here when we have a status update from our service provider on this issue.
In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center
-Coach Jon
EWC - 11910683
Re: Fidelity Visa shows correct balance, but not showing transactions
Hello @Curanthir,
Thanks for the update! To clarify, are you stating that the transactions do eventually show up within Quicken Simplifi? Is it just pending transactions that are not showing up? Please let us know! If you can provide a screenshot of the account register so we may have a better understanding, this would be helpful as well.
-Coach Jon
Re: Citizens Bank Home Equity Line of Credit shows available credit as balance and it's negative
@Coach Jon This is extremely disappointing to hear, especially since a financial planning software that doesn't add balances correctly is far from useful.
Re: Summer is almost over! Share your stories!
No fun stuff this summer. Surviving the humidity is a full-time job when playing tennis 3x per week in it. My wife went to New Orleans this month (in August!!) and to Pigeon Forge, TN in June, so she did the traveling. She wants us to go somewhere in October, and we might, but she already spent the money.
Sorry I am so boring, but I need an excuse to travel, usually a tennis tournament. If we go, it may be to the Gulf, but only IF it is cooler and there is no hurricane brewing.
I did get a new refrigerator installed; that was ordeal enough.
SRC54
Re: Summer is almost over! Share your stories!
@Coach Jon, This summer my spouse and I traveled Europe to see Iceland, Belgium, Germany, Czech Republick, Monaco, and Portgual. This was to celebrated a wedding anniversary, my forth coming birthday in October, and my retirement. We were gone for three weeks. Also, we were traveling with friends and seeing friends in these countries. The temperatures in Europe were nice as compared to here in the States. In Czech Republic we were to the hot water springs and Pilsen for beer - which got a sample of the Czech beer.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
It would be helpful if, when you split a transaction, you could adjust whether each category split shows up in spending plan. For instance, I don't like to see work expenses in my spending plan (since I know they will be reimbursed). But my reimbursement comes with my paycheck. I want to see my paycheck in my spending plan, but I don't want to see the portion that is a business reimbursement.
Matt Z
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
People pay for expenses on behalf of themselves and others (getting reimbursed for a portion of the total cost). Similarly, people receive funds where some of the money represents a reimbursement and some is true income (e.g., Venmo cashouts). Users cannot currently hide (from the Spending Plan or Reports) individual splits in a split transaction. It is currently all-or-nothing (either all splits are hidden or no splits are hidden). Please add the ability to hide individual splits in a split transaction.