Best Of
Linking Savings goal to transactions
Is there way to link a transaction to a savings goal to auto update the goal?
And is there a way to then update the spending plan accordingly?
lynchbro
Re: Enhanced Reports: Share your feedback here!
Bug report- When I delve into the categories in the spending reports, I noticed that the each individual transaction shows up as $0 value even though the total of all transaction is correct. When I open the particular transaction, it shows the correct value. This happens across multiple categories and spending, income, income and expense reports.
Bgz
Re: Enhanced Reports: Share your feedback here!
@Bgz , I am seeing this as well and have let our product team know.
Thank you!
Re: Check # field is missing on the mobile app
Thanks for letting us know! Glad to see that the field is available!
-Coach Jon
Re: Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)
Hey everyone,
Thank you all for your interest in this feature. We don't have any updates to provide at this time, but as soon as we do we will be sure to let you all know right away!
Thanks for your patience!
-Coach Jon
Re: Check # field is missing on the mobile app
I'm on 5.44.0 and I'm now seeing the check number field.
micwise
Re: Check # field is missing on the mobile app
I'm on android version 5.44.0 (50689) and the check # field IS there as expected.
howie_s
Re: Add Projected Cash Flow Graph to Mobile
I understand why the line graph is omitted from the smaller screen on phones, but I would love to see the Cashflow Projection line graph on iPad and other tablets. Cashflow Projection is my favorite feature in Simplifi, but it’s more effective with the line graph you find on the web browser version. I think this ties into a bigger discussion of having an actual iPad/tablet optimized version of the app that takes full advantage of the extra screen real estate, versus a blown up cell phone app.
AJsAway
Re: Cash Flow graphic on iPad? (edited)
@VernDosch, thanks for sharing your feedback with the Community!
Since iPads use the Quicken Simplifi Mobile App, I would recommend adding your vote and feedback to this existing request, and then following it for updates:
I'm not aware of plans to implement a graph for Projected Cash Flow on the Mobile App at this time, but as soon as we have any news to share, we will be sure to post it to the request and let everyone know.
I hope this helps!
Re: Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)
Thanks for the inquiry and feedback!
Unfortunately, there is no further info to provide on this request at this time. I'd suggest following this Idea post for future updates, though, as we will be sure to update it accordingly once any new information becomes available.
-Coach Natalie