Best Of
Re: How to set up Hospital Bill to show remaining balance (edited)
You can set up a manual account for it and use an Opening Balance transaction to set the balance. Then set up a recurring reminder for the payment transaction, as a transfer from your bank account to this manual account. This way each payment towards the debt should lower the balance of the account, keeping track of the debt remaining.
EL1234
Re: "You have already added all your accounts" message with Amex
Hello @PGLConsultant,
That is certainly good news! I am glad you were able to get everything connected, and thank you for your diligence!
-Coach Jon
Re: "You have already added all your accounts" message with Amex
@Coach Jon - I got a notification that you had responded. So, on a whim, I decided to try one more time to connect ALL my accounts through the Simplifi app. I hope I don't jinx myself but it literally just found ALL 6 ACCOUNTS and they have been updated/added successfully! I say this with great trepidation because I've been known to get excited about something tech related only to have it prove me wrong later.
But, for now, it appears that all of my accounts are actually linked and operating correctly. It was definitely an exercise to provide all of this information to you but I'm glad I went through it. Hopefully, this will correct the problem for everyone else on this thread who has had an issue. Thanks for your help!
Re: Advanced Transaction Rules: Share your feedback here!
Today was the first day I've logged in with the new feature enabled and I wanted to give it a try. I haven't seen one in action yet, but I did notice that the create rule screen was inconsistently defaulting some of the checkboxes. Here's what I believe I did in this order:
- Clicked +Rule from the Rules settings page to preview what the new options looked like
- Clicked the Exclude From box to view those expanded options
- Cancelled out of the new rule setup menu
- Chose Edit on an existing rule
- The Exclude From box I'd checked in the previous window before cancelling defaulted to checked like instead of defaulting to unchecked/collapsed. I expected this to be collapsed initially when opening an existing rule.
- Added a tag rule to the existing rule
- The Apply to past transactions was unchecked (as desired)
- Created rule
- Edited another existing rule
- Same experience as above up until the Apply to past transactions screen
- This time the Apply to past transactions box was defaulted to checked (NOT desired)
- I cancelled the change for now and will revisit it at a later time
While the Exclude from defaulting as checked was unexpected, there is no unexpected risk. But it seems like the apply to past transactions should default to unchecked and do so consistently to ensure users do not unintentionally change past transactions.
On a related note, I think it would be helpful to know exactly how many transactions (and ideally which transactions) are going to be updated if you select to apply to past transactions. From what I can tell, the preview window only shows you the last handful of matching transactions, which could be misleading or cause user oversight if recent behaviors/usage was different than past behaviors/usage. This could be similar to how you get another confirmation pop up when deleting a category or tag. Without the ability to search or view the original statement descriptions anywhere else in the system, you literally have to use the sample transactions provided and your own memory to decide the best option for each rule creation/change.
Thanks for continuing to improve the system and request user feedback on changes!
Jenny T
Re: Advanced Transaction Rules: Share your feedback here!
@Jenny T Thank you SO much for the detailed report.
I've filed a bug for us because I agree that we should not keep your preference across rules. We'll discuss today and it's likely a pretty quick fix.
Thanks all!
Re: "You have already added all your accounts" message with Amex
Hello @PGLConsultant,
Thanks for the information and detailed response. I can see that you are receiving an FDP-401 error from your screenshot. We are aware of this known issue with American Express and do have an alert you can follow, which we created for updates 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
Thank you again for your patience in this matter!
-Coach Jon
Re: Simplifi Won't Update in IOS
This morning, all seems fine on all my Apple devices, so I guess this will remain an unresolved mystery. No further leads, so case closed?
SRC54
Re: Problem connecting to AAA Dollars MasterCard account (FDP-102)
I deleted the account and re-added it. That seemed to fix it for now. I’ll see if it holds up going forward.
Re: QBP: Ability to include business income and expenses in the Spending Plan (edited)
Second this!
As a sole proprietor not having this functionality kind of makes the Spending Plan pretty useless for me, since it's always in deficit, and I have no way of seeing if my income is balancing out against my outgoings in the spending plan.
I'm not sure how someone situated like myself is supposed to effetely use the Spending Plan otherwise?
Re: FDP-103 Error still exists with Tangerine
Hello @Coach Jon,
Unfortunately, I do not have any documentation to provide. All I can say is that around the end of August Tangerine encouraged its users to change from using a PIN to using a password for online banking (on their web site page and when using the app on a small device). I think the PIN is still used for identification when talking to a Tangerine employee for transactions over the phone.
We can not revert to using a PIN for identification on the web page nor the app once we have made the switch to using a password.
On both of these platforms we still need to provide our Login ID and (depending on whether we have made the switch or not) either Password or PIN. More on this: the web page for login says that as a Login ID we can use our "Client Number, Card Number, or Username". For me only the Client Number works. In regards to the PIN or Password, it seems that since I have already made the switch to using a password, on the next page (after having provided my Client Number) I am presented with the "Password" window. The site (and the app) seems to recognize, probably from my Client Number, that I have made the change to using a password. But if I enter my wife's Client Number (she has not yet made the switch to a password) then the next page asks for a PIN, not a Password.
I can connect with Quicken to Tangerine using her accounts (and Client Number, PIN and Security Code — 6 digit code sent via text message to phone) but Quicken can not connect to Tangerine if using my accounts (and Client Number, Password and Security Code). We both can connect to Tangerine via their web site or app using our respective login credentials. Further, in my case, using the PIN does not work, neither on the web page nor via Quicken.
I hope this can help. I don't understand though why you ask such information. Can you not contact Tangerine for clarification?
Sincerely,
Paul
Paul F