Best Of
Web Release 4.82.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.82.0 Web Release, released October 29th:
- FIXED: The year is missing from Reminders for the current year when viewing Recurring Series History.
- FIXED: Clicking "Edit Series" after creating a Recurring Series from a transaction opens the Transaction Detail modal instead of the Edit Series modal.
- FIXED: Various errors and crashes.
- UPDATED: Planned Spend 'Last 6 Months' chart to not include the current month.
- UPDATED: QBP: The Client list in the Create Project modal to be in alphabetical order.
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Thank you!
Citi Shop Your Way Migration Broken
The citi shop your way connection is no longer syncing correctly. The reason is probably that they have migrated their website and branding to the citi thank you mastercard: citithankyoucard.com
It previously was https://citiretailservices.citibankonline.com/RSauth/signon?pageName=signon&siteId=PLCN_SYW&langId=en_US
Re: Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)
Planned Spend has been updated to not include the current month in the 'Last 6 Months' chart! We hope this meets everyone's needs!
Re: New Feature Alert: Advanced Transaction Rules!
Advanced Transaction Rules are now live to all users!
Re: Issue connecting two logins with Vanguard (edited)
@Jeff C, thank you!
We have shared this information with our engineering team, and someone will be reaching out via email to nail down a specific date and time for the session. Please be sure to keep an eye on your email.
We appreciate you participating!
Re: How is Bill Connect supposed to handle the next (not current) credit card payment?
I agree with you that the description of "Total Balance" in the support doc (quoted below, emphasis mine) doesn't seem to make sense. It's hard to see how it would be different from the "Statement Balance"
Total Balance: Updates the reminder amount to the total balance when the statement period closes.
I don't use "Total Balance," but my best guess is that what it really does is continue to update from day to day even after the statement period has closed. That would perhaps make it useful for those who want to completely pay off the indebtedness on the card each time they make a payment.
Like @Coach Natalie, I suggest that you give it a try and see what it does. That's probably easier than going back and forth in a discussion. [ETA] And it will give you a definative answer.
DryHeat
Sun Country card - Synchrony is needed (edited)
I am adding my credit cards to Quicken. When I try to add my Sun Country card, the only option for banks is synchronybank.com. That is the incorrect bank. I need Synchrony.com. Can this be added so I don't have to do manual entries? Sun Country just switched to this new synchrony bank.
I am very new to Quicken Simplifi……I used Quickbooks for 25 years for our business & it was the best! So easy to work with. I am really struggling with Quicken Simplifi.
Re: Advanced Transaction Rules: Share your feedback here!
Hi @Coach Natalie
Here's a specific example: I have rules that rename the payee and set a category. These are simple rules, and I can have multiple of them, as seen in example screenshot 1. Now, I also want to tag transactions based on a completely different match. For instance, all transactions with the last 4 digits of an authorized user's CC should be tagged "Lia" (see screenshot 2).
Currently, once one rule is matched (likely the one adding the tag, as it's first in order), the other rules stop running. This means the payee renaming and category setting rules are not applied. As a result, I have to manually fix these, as shown in screenshot 3, where the payee was not renamed, and the category is incorrect ("Gifts" instead of "Convenience Store").
In short, I can't tag transactions without breaking other rules. I hope this is clearer than my previous explanation.
shamil
Re: Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)
turb0
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
@Coach Natalie and @Coach Jon,
With 363 upvotes for this feature, this is a very important and basic functionality. This would be a huge crowd pleaser and would allow for many different things to take place or be enhanced as a result.
What is needed for this to be considered with the Simplifi Dev group and management?
