Best Of
Re: Chase Bank (Amazon credit card) failing to re-authenticate connection FDP-350 (edited)
Re: QBP: Recurring Invoice Payment Reminders (edited)
Added my vote, I don't currently use the invoices feature (my business type is different - I'm an app developer and an app store sells my app for me), but it makes sense for this to be there (my business might change with time, and i'd expect this).
-Rob
RobWilk
Re: QBP: Recurring Invoices with Reminders (edited)
Another vote! I have a set item that I bill monthly on the first. Sometimes I have added expenses. It would be helpful if Simplifi would create a draft X days before the next send so I can add expenses or other one-time items if desired. I tag billable expenses, so the draft should contain the billable expenses for review. SO, I'd like an automatic monthly send option but also a box that says Auto create draft for human review.
Re: Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)
That's really helpful! Thanks @Coach Natalie for letting us know!
EL1234
Re: Can't Connect Banco Popular Puerto Rico EWC (FDP-155)
I kept clicking "try again" on the app multiple times per week, to no avail. Just now I tried a different approach and attempted to add the same accounts again as new accounts. That seemed to solve the problem.
AlbFer
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