Best Of
Re: How to track a large bill paid from savings without blowing my budget (edited)
If you don't want this bill reflected in the Spending Plan, edit the transaction and check the Spending Plan box under "Exclude from:" down in the right-hand bottom corner.
DryHeat
Re: Bill Connect for Credit Cards: Share your feedback here!
After a month of testing, my reminders are still not updating properly with this feature. My next upcoming reminder shows that it's closed, and it's using the default amount for the series. This bill is definitely not closed yet! And then I see that the following reminder is the one being updated, but I have no idea where the amount is coming from.
I filed a ticket to outline this behavior to our product team. I also called out some of the comments from this thread where users have reported the same type of behavior. I will let you all know if we need any additional info or examples!
Re: Notes field is cropped short when inline editing
@Coach Jon — GOOD NEWS!
I reported this problem with the transaction register through another channel and it appears the product team has addressed it. In ver. 4.72.0 a wider-than-default Notes field now uses the entire available space for editing.
So, rather than seeing this truncated text as we did before:
We now see the full text while editing:
Very glad to see this!
DryHeat
Re: Bill Connect for Credit Cards: Share your feedback here!
@DryHeat, thanks for the information!
I filed a ticket with what I am seeing and shared the comments from this thread describing what other users are experiencing. I started testing on my end about a month ago, as previously mentioned in this thread:
I hope this helps to clarify!
Re: Venmo "income" transactions excluded from spending plan
This is extremely helpful, thank you! I did not realize that “non-recurring income” included all net positive transactions, including those categorized outside of Personal Income and its subcategories.
Re: Venmo "income" transactions excluded from spending plan
Hello @bellassaije,
I understand your situation now, thank you. With the new Spending Plan redesign comes a change in how Income works in the Spending Plan. The Income section shows the total income you expect to have for the month. This is calculated with your recurring income transaction series. Non-recurring income will be excluded from the Spending Plan by default. If you want to include non-recurring income in your Spending Plan, you can follow the instructions in our support article here:
I hope this helps!
-Coach Jon
Re: Planned Spend not linking to all transactions. (edited)
The other option is to track utilities using Recurring Bills (and one-time bills if necessary) and remove that category from the Spending Plan
EL1234
Re: Deleted Savings Goals still showing in accounts (edited)
Looking for an update as well! Anything longer than a week to fix a known issue on a paid product is becoming excessive.
Re: 1st United Services Credit Union No Longer Available
Thanks. I’ve had Simplifi for a year and a half and it’s strange this bank was suddenly removed.