Best Of
Re: Need a 'Select All' and 'Date Range' Filter (edited)
The mobile app allows you to filter out this month and last month. It would be nice to select specific date ranges on the app.
The browser does not allow you to filter out either. It would be nice to be able to do this on both.
drcolace
Re: Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)
@RobWilk, I totally agree and have been a Quicken user for the same period of time as you. While waiting for this to appear in Simplifi, I have devised a "work around" using the flags. When I schedule a paymewnt for the next month or have recuring payments, I have selected the flag of Orange. I do have to set it manually, but that is better than nothing. The only missing piece is a list of the specific accounts with the orange flag for future payments. That is also a missing piece as well.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
+1
Need this feature, it's a basic feature for any finance management tool.
Re: Swipe to "Mark as Reviewed" not working on the iOS app
@TheReal702 Thanks. I don't use the app much. My old eyes, but I still like to know how it works. 😀
SRC54
Re: Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)
We are referring to dividends, not change in value. For example, I have an investment account that holds shares in a money market fund (SPAXX). On the last day of the month I receive additional funds in my account that corresponds to the interest rate of how much I was holding that month. Some people just let it reinvest back into their funds, but others want to mark this as income (I categorize mine as Personal Income:Dividend Received).
Re: Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)
I would really like to see investment dividends and interest included in reports without changing them to payment/deposits. I certainly don't want to do it manually.
rabate
Re: Swipe to "Mark as Reviewed" not working on the iOS app
Here's something I noticed today -
If you are on the dashboard page the swipe right trick doesn't work, but if you go to the transaction screen it does. Is this considered normal behaviour?
Re: Target Circle Card won't download new transactions
Another month by with no update or information, let alone a resolution.
Re: Having trouble connecting to Apple Wallet (edited)
Okay this document solved my problem. And I want to document it here. The problem was from a iOS update that happened about a month ago (probably ios18.4.1) that reset the permission settings. The correct solution was go back in to privacy and security and then check that Quicken Simplifi has access to wallet
This should probably be there first thing to check when a system update occurs. Perhaps in future updates of simplifi there could be a warning that simplify does not have access to wallet and how to changes this rather then it just stops working.
Hope this helpful to others…
Check third-party access to your Apple Wallet information:
- Go to
Settings - Tap on
Privacy & Security. - Select
Wallet. - Choose
Quicken Simplifi(or any other relevant third-party app). - Make sure to select
Allow All Activity. - Re-add your Apple Wallet account.
Altdata
Re: Having trouble connecting to Apple Wallet (edited)
@Altdata, thanks for reaching out to the Community!
Please give these steps a try and let us know how it goes:
Make the Apple Wallet account manual temporarily (if not already manual):
- Click the Menu icon (the three lines in the upper left corner).
- Select Settings and then Accounts.
- Locate the Account you'd like to make 'manual' and click the three dots at the end of it.
- Select Make manual.
- Click Confirm.
Check third-party access to your Apple Wallet information:
- Go to Settings in your Apple Account.
- Tap on Privacy & Security.
- Select Wallet.
- Choose Quicken Simplifi (or any other relevant third-party app).
- Make sure to select Allow All Activity.
- Re-add your Apple Wallet account.
To link the account(s) found to your existing account(s), follow these steps:
- Select the pencil icon for each account.
- Click the Link to dropdown menu.
- Select the existing account from the list.
- Click Update, and then click Confirm once each account selection is completed.
We look forward to your reply!
