Best Of

Re: PennyMac domain change from Pennymacusa.com to pennymac.com

+1. @Coach Natalie it would go a long way if you’d provide more context on the issue and what’s required to fix it.

cmfcmf

Re: Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

That explains so much @RobWilk . I had noticed this one day and never had the time to look into it. Then when I finally did, it wasn’t there so I just assumed I was seeing things.

Re: Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

I agree - more levels of subcategories would be useful for reporting and anlaytics - make it easy to create rollup reports.

ghudghud

Re: Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

There was briefly the ability to create nested categories 'at least' 3 levels deep. But they were never officially supported, and they turned that off.

Note below how I still have Shopping/Electronics/Accessories as a valid 3rd-level category… from when that was allowed… There is likely a place to vote for this feature still [edit: oops this is the place]

Re: Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

Being limited to just one subcategory layer is restricting to analyzing and properly grouping/tagging my transactions. Making this unlimited or at least letting us nest down a few subcategories would be a huge help for understanding my finances.

Re: Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

I also need this. If I can’t have multiple levels it’s just the same as YNAB or GoodBudget to me.

I want breakdowns and reporting.

Re: Manual account balance is incorrect (edited)

Hello @Coach Jon

Thanks for the reply.

The issue could now have been resolved but this chart seems to have lost its meaning.

http://drops.imac.tw/i/zgR2XN

Re: Assetmark/Ewealthmanager not connecting - error code FDP-105

@Coach Jon I am still having the same issues. I sent the log again — report ID is 445381038791184897


TD Bank connection problem in limbo

My two TD Bank checking account connections failed this week. A Simplifi announcement was made on 8/7 that TD is having a known connection problem and is working on the issue. I had a lengthy call with a competent tech support specialist yesterday at TD who said that there is no open ticket regarding connection to Quicken/Simplifi so as far as I can tell nobody is working to resolve this issue.

Re: Cannot connect to Citibank

This has resolved for me. Thanks.

RuthRuth