Best Of
Re: Moving a transaction to a future date disappears and does not generate a reminder
Hi Natalie,
Agree. Maybe related but not the same. Luckily, the date I changed it to is tomorrow, so I'll see if it reappears tomorrow. If not, I'll just replace it manually and hope it was a one-time anomaly. And I'll watch for when the bug referenced above is fixed so that I can forward-date transactions for the spending plan. Thank you again for your help.
Re: Weekly Reminder Date Keeps Moving Forward
I updated the reminder to today with the changes suggested. I probably won't know if this works until later next week when we get closer to the next payment reminder next Friday. I'll post an update here then we can decide which direction to take this, if necessary.
Re: Issue connecting two logins with Vanguard (edited)
@Coach Jon My email in my profile is correct. Please reach out via email and I'll set something up. I am in the Eastern timezone.
However… months (!!) ago I sent in videos of my experience. Those should still be available, I would hope. Not sure how much more information other than those I can provide. But looking forward to working with you.
I'd also recommend reaching out to others in this thread that have the same issue.
Re: Weekly Reminder Date Keeps Moving Forward
No, I don't see any transactions matched to the reminder. It's as if I went in and changed the next date to 3 weeks from now.
I don't recall if I had the reminder set to exact amount before but it was set to Any Amount. The odd thing is this is the only transaction I perform, transferring money from my Checking account to the Credit Card account so it's not like there are other transactions for it to incorrectly match to. However, I did change it back to Exact Amount (which basically never happens) so we'll see if that has any effect.
This is not Apple Card, it's a credit card from my bank.
Thanks for the recommendation.
Re: Weekly Reminder Date Keeps Moving Forward
Can you see if transactions are being incorrectly matched to this reminder? Look for transactions unexpectedly marked recurring.
IF so, you may want to tighten the reminder, such as by setting 'exact amount' or 'range'. for the dollar amount in the reminder, as opposed to 'auto' the default.
EDIT: If this is Apple Card, when i had one it would have trouble obeying 'exact amount' and 'range' and would routinely mismatch transfers..Apple card is handled in a special way. For now, I closed my Apple card because it was frustrating to use with this app (and the benefits weren't really worth the effort, i can use Apple Pay with any card).
RobWilk
Mobile Releases 5.42.0 & 5.42.1
Hello everyone!
Here are the issues and features we were able to tackle with the 5.42.0 and 5.42.1 Mobile Releases, released October 23rd and 24th:
- FIXED: Mutual funds display the Price from aggregation, but calculate the Market Value based on Quotes.
- FIXED: Dismissed notifications return on refresh.
- FIXED: Unable to deselect Subcategories when the Parent Category is selected in Filters.
- FIXED: Tapping Spending Plan Notifications takes users to the old Spending Plan design.
- FIXED: The keyboard hides the Rollover Amount field when creating a Planned Spend expense.
- FIXED: The Investments widget is getting cut off on Android when using smaller sizes.
- FIXED: The Create Planned Spend modal shows a $0 suggested amount when the category has no transactions.
- FIXED: Various errors and crashes.
- FIXED: QBP: After applying a filter a second time in the Balance Sheet Report, the 'Reset Report' button disappears.
- FIXED: QBP: Users are able to change the Client/Project for Invoice Payment transactions.
- FIXED: QBP: “[Amount] will be saved as credit" displayed instead of “No open invoices" in the Apply Payment form.
- FIXED: QBP: Users can see the option to create Sales Receipts (not a live feature yet).
- UPDATED: QBP: Minor enhancements made to the Tax Planner.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
Re: Feature Request: Enable Screenshots on Android (as a Free Marketing Tool)
I have a Samsung phone and use the QS Android app. I don't have any problems with taking screenshots of QS pages.
DannyB
Re: More detailed CSV Exports (original name and description, flags, reviewed, check number)
Original description and check number is a major one for me on export. PLEEEASE ADD! Love what Quicken is doing overall....seems this would be easy to add as the info is already there
