Best Of
Re: Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)
Just getting started in Simplifi and found this request after wracking my brain as to why the dates arent matching. Purchase date makes far more sense to me for tracking my spending habits. Voting for this request.
evetski
Re: Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)
This request is 3.5 years old. Any indication as to whether or not it has been accepted and will be incorporated at some point?
Re: Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)
Surprised to see that this idea even exists… why would I want to use the date the bank chose to post the transaction vs the date that I actually made the purchase?
I am seeing this issue with my chase credit cards but not with my american express cards, incidentally.
EL1234
Re: US Bank IRA and Brokerage accounts don't appear in list of accounts to add (edited)
Ah, I see now that US Bank Investment accounts are unsupported by Quicken.
itsjafer
Re: Automated Labeling based on transaction characteristics
Hello @dbs2025,
Thank you for reaching out! We converted your idea post into a discussion, as we believe the ability to "label" transactions already exists within Quicken Simplifi, via the Transaction Rules feature, as well as by using Tags.
Transaction Rules can be used to have Quicken Simplifi automatically recognize your incoming transactions based on specific or broad keywords, and then rename those transactions appropriately. Transaction Rules can be created for both payees and categories. More information on Transaction Rules and how to use this feature can be found here:
Additionally, Tags allow you to group related transactions — even if they fall under different categories — for easier tracking and reporting. For example, you can tag all vacation-related expenses (gas, hotel, restaurants, etc.) to view the total cost in a Spending Report. Using Tags would be a good way to label transactions as you want to do in Quicken Simplifi. More information on Tags and how they work is here as well:
I hope this information helps!
-Coach Jon
Re: Year on date not shown for recurring bill history in Web App, year displays in Mobile App
This is now fixed!
Re: Issue connecting two logins with Vanguard (edited)
Hello @Jeff C,
I am back with an update from our product team on this issue. They would like to schedule a debugging session to perform more advanced troubleshooting for this issue. We will need the following information:
- Confirm that the email address and phone number listed on your Quicken Simplifi Account are your best contact info.
- Provide your general availability over the next few weeks, and please also include your time zone with this.
I look forward to hearing back from you!
-Coach Jon
Re: Tax Planner for Quicken Business & Personal: Share your feedback here!
I'm not sure estimating the taxes separately will give you the information you want.
If you estimate the tax for each business separately, you will end up underestimating the total tax burden. Because of the way the graduated income tax works, a taxpayer pays a lower tax rate on the first X dollars earned, then a higher rate on later dollars.
Treating the businesses separately gives both of them that "first X dollars" break, and that's not how it works. You are the taxpayer here. So, the earnings from Business B will get stacked on top of the earnings from Business A, making up your individual total income. This results in higher taxes than if each were taxed separately.
DryHeat
Coinbase Credit Card
Coinbase recently launched their credit card product through their partnership with Amex. Are there plans to sync credit card transactions? Currently credit card account not showing up in list of accounts when trying to connect coinbase.
Re: Morgan Stanley Line of Credit Always Shows Zero Balance
Hello @Coach Jon
it is working now. Balances are visible. Thank you!