Best Of
Re: Net Income Report on Mobile App rounds numbers that end in 0 to a single decimal in the graph
@RobWilk, ahh yes, excellent point!
I will get the ticket closed out as obsolete.
Re: Target Circle Card won't download new transactions
@Coach Natalie - May we get an update on this issue? Has this issue been scheduled to be worked on?
JJQB
Re: Watchlist monthly average should not include the current month (edited)
Also the idea post you mentioned is about spending plans, not reports.
Yeah, I linked the wrong one and didn't edit quickly enough to fix it before you started writing. Also, I thought it was an idea post but it wasn't (and it has been closed). So I took your advice and made a new one here:
And I get it that you really like the "5 months plus X days" style of reporting. I on the other hand prefer seeing full-month data so that I can compare apples to apples. Either is ok.
I was just responding to your "How else would I see current spending?" question. There are multiple ways, and actually either of us can modify the date in the date picker to see anything we want. It's just a matter of convenience and (for me) the idea that "6 months" should mean 6 months.
DryHeat
Re: Gobble Up Some Gratitude!
This year, I am thankful to Quicken and the hard working folks making updates and providing support. It really helps me manage my debt (mostly from june and august) by the way it helps me stay organized and decide how much i can reasonably use to pay down that debt each income period.
RobWilk
Re: Citi Shop Your Way Migration Broken
Guys.
I was able to make it work.
First, let's forget Simplifi for a minute.
Make sure you can log into your account on the NEW citi web site. The old Shop Your Way site does not work anymore. You must use the new site. Log on, make sure all is ok, your account is there etc. This is critical.
Then go into Simplifi.
(1) Make your OLD Shop your Way account a MANUAL account.
(2) Create a new connection, search for Citi Thank you Card. Use your username and password.
(3) When Simplifi asks you, DO NOT connect as a new account. Connect to the old account, the one you made manual just a few minutes ago.
(4) Rename your account to Citi Thank You Card.
Everything will work.
nrp06
Unknown Account holding part of savings goal?
Hello,
I'm experiencing a strange error with one of my savings goals. As far as I can remember, I've contributed all amounts to this goal from the same checking account shown below, but now I also see that the goal is tracking $340 contributed from an unknown account. This is preventing me from properly withdrawing from the goal, since when I try to withdraw from the goal, the only option for "withdraw to" is my checking account, not the unknown account. This limits me to withdrawing up to $953 instead of up to $1,293, and leaves the unknown $340 unable to be withdrawn. Is there any way to fix this?
gold3
Re: Credit Score: Wrong detail on Derogatory marks
@RobWilk, thank you!
I have escalated this issue and will be sure to post back here with updates.
SIMPL-30176
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
The basic idea of showing splits in Reminders has gotten tangled up with the more radical idea of treating splits as full transactions (with their own dates, notes, attachements, exclusions, whatever). I think all those ideas have been brought up in this thread at one point or another.
If they just include splits in Reminders they might be able to get it done in a reasonable time. But if they take an "all or nothing" approach my guess is that the necessary restructuring of the app's data structure would be significant. So we will likely end up with nothing.
I hope I am being too pessimistic about this.
DryHeat
Re: Principal - Impact 401K Not Working
Hello @aparys,
Thanks for the reply! As long as you are not deleting your existing account within Quicken Simplifi, you should be able to connect to the new instance without losing any data. You can establish a fresh connection by making the account manual and re-linking to the Principal Financial Group instance I shared above. The instructions to do that are:
- Make all of the accounts with the bank manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
@lsanchis, Thanks for reaching out! I would also have you try connecting to the Principal Financial Group instance I provided previously in this thread. Let us know how this goes!
-Coach Jon
Re: QBP: Add a 'Date' field to items on Invoices (edited)
I also HIGHLY request that the “service date” which is already entered for each invoice line to be printed for each line.
this is a MUST for the customer to be able to identify what work was done on what day.
Example: if the customer is visited 15 times during the month (with various hours per visit). The resulting invoice just has 15 identical lines (with varying times)…. The customer needs to know the date of each service to verify with their own records etc.
Another example would: take a busy bank or credit card statement (and remove the dates)…. How would you actually easily verify that the statement was correct?
PLEASE PLEASE add the “service date” to the invoice printout.
Thanks!!!!
wmc1591