Best Of
Re: Why isn't my new rule being applied?
Update: My Walmart downloaded correctly today as well. As I mentioned previously or perhaps in another thread, I have two. One for gasoline and one for food. I made the gasoline one $25 or less and the food one $25 or more. Of course, the food one has to be split with sales tax, supplies, sundries, coffee pods, wine and beer. Food is actually not that big a part on some trips.
Edit: I updated this rule to "uncategorized".
SRC54
Re: Tags list in a transaction in the Spending Plan not in alphabetical order
Yahoo… this is so much better having an alphabetically sorted list of tags!!!
DannyB
Re: Tags list in a transaction in the Spending Plan not in alphabetical order
Hello everyone,
With the release of Quicken Simplifi Web version 4.81.0, this issue should now be fixed. Be sure to let us know if you still see this issue once you have updated to that version.
-Coach Jon
Re: CIBC US New Login (Care Code: FDP-163)
Hello @joshryanr,
Thanks for the reply and for taking the time to report this issue. I was able to get this issue escalated for you, and I will be sure to post back as soon as an update is received.
-Coach Jon
EWC - 12022106
Re: Credit Score feature failure
Hi @Coach Jon , thanks for the response!
I just logged into Simplifi today, and my Credit Score card is again working correctly without any action by me.
I'm not sure what the issue was, but it seems to be resolved!
Duke0486
CIBC US New Login (Care Code: FDP-163)
CIBC just upgraded their website and sign in process. New sign in site is below.
https://online.us.cibc.com/etc/designs/usbanking/online-banking/auth/index.html#/signon
Can we pleeeease get this site added for Simplifi so we can get updates again?
myfriend
Re: Why isn't my new rule being applied?
I agree with this comment. I have a similar Wal-Mart setup and it works for me.
UrsulaA
Re: Why isn't my new rule being applied?
@kaltorak, here is how my Walmart rule is set up in Quicken Simplifi, and it seems to work well for me.
I think the "1760" in your rule may be causing issues, and I'd also recommend creating separate lines for the various ways Walmart transactions come in, as illustrated in my screenshot.
Let us know how things go!
