Best Of
Re: Chase Amazon Prime card only pulls in payments (edited)
It looks like it's working now! I greatly appreciate the time you and the team have taken to get this resolved.
Re: Santander Credit Card Showing Credit Available Instead of Balance
Hello @Jeremy Young,
Our team came back and has stated that this issue should now be resolved. Can you let us know if it is working for you now?
Thanks,
Coach Jon
Web Releases 4.18.0 & 4.18.1
Hello everyone!
Here are the issues and features we were able to tackle with the 4.18.0 & 4.18.1 Web Releases, released July 24th and 25th:
- FIXED: Payee names altered in the graph area of the Spending by Payee Report.
- FIXED: The Savings Goals section is cut off when other sections are expanded in Income after Bills and Saving.
- FIXED: The Transaction Detail modal does not properly truncate long file names for Attachments.
- FIXED: The 'Fix it' red '!' is hard to click on in the Accounts List when “Automatically” or “When Scrolling” is selected for scroll bars in System Preferences (Mac only).
- FIXED: Expected Refunds set to a Transfer Category are not excluded from the Spending Plan and Reports by default.
- FIXED: Subscription Reminders are out of date order in the Spending Plan.
- FIXED: When tabbing through the fields in the Transaction Detail modal, the Tags field takes two tabs to go to the next field.
- FIXED: The "New Tag" text is truncated when adding a Tag under Settings > Categories & Tags.
- FIXED: The 'Yearly' amount in All Recurring can be incorrect if the End Date is changed.
- FIXED: Minor fixes for Custom Frequencies for Recurring Transactions.
- FIXED: Various errors and crashes.
- UPDATED: The design of the Other Spending bubbles.
- ADDED: A check # field for cash flow Investment Transactions.
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Thank you!
Re: FDP-101 error with Fidelity (edited)
Send me a REFUND now i’m done waiting. This is absurd maybe the wait length wouldn’t be as much of a problem if you all communicated properly but it’s been very lackluster, I’m disappointed. Check my account I am within the 30 days and please refund me. Thanks @Coach Jon @Coach Natalie
Re: FDP-101 error with Fidelity (edited)
This is no longer a useful application. To take this long to fix a connection to a major finance player is unacceptable. I will stay with Quicken Classic, who can connect to Fidelity with no problem so maybe there is something to be learned here.
Re: FDP-101 error with Fidelity (edited)
I just subscribed it last week lol and then I saw this… great…
Re: Watchlists: Update the Graph Data when filtering the Transaction Activity area (edited)
Agree, I will like this.
Re: FDP-108 with Laurel Road (edited)
Success. I was able to reset the connection and the transactions downloaded.
Re: Citibank account - transaction just vanished in Quicken.
monitoring forum posts by email, feels like a lot of people have recently reported transactions that appeared and disappeared. I have not noticed this myself, though.