Best Of
Re: Please Add Account Reconciliation (edited)
Hello @DDonnell,
Thanks for reaching out! While Quicken Simplifi does not offer a traditional reconciliation feature, it does include a reviewed column that lets you mark downloaded transactions as reviewed as you compare them to your bank account statement, helping you reconcile your accounts.
The 'Reviewed' column can be enabled with the steps in this article:
We also have an existing feature request for adding a reconciliation feature to Quicken Simplifi that you can vote for and follow here:
I hope this helps!
Re: Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]
Yes, I considered saying it that way 😁
EL1234
Re: Transaction List Update: Share your feedback here!
Now to see if I can remember to say Transaction List and not Register.
SRC54
Re: Temporary Double Counting of Investment Transfer Between Accounts
How can I buy you a beer?
I think you've identified a new niche crypto market … soon to be filled by BeerCoin!
BeerCoin will be a blockchain based, tokenized, NFT compatible, [insert your favorite crypto buzzwords here] DeFi ecosystem allowing fully anonymous transfer of unregulated beer credits across political boundaries.
Investment welcome…
DryHeat
Re: BILT Mastercard no longer supported via Wells Fargo API, Switched to Cardless Inc (edited)
Nobody at quicken has a bilt card?
beleafer
Re: Target Circle Card sync downloads a fake $0 transaction (edited)
Hello @maxvv,
Thank you for sharing your experience and how you've been working around the known issue with missing transactions. If you haven't already done so, I recommend bookmarking the Community Alert for the issue so that you'll receive notification of any updates, once available, and know when the issue is resolved:
The fake transaction downloading is unusual. Did that start about 3 months ago? Please provide a screenshot of the fake transaction, as it downloads into Quicken Simplifi (make sure to redact any personal information or partial account numbers).
Thank you!
Re: Target Circle Card won't download new transactions
Does anyone else want to help me start planning for this issue's 1st birthday party?
Re: Vancity is down Care code: FDP-102
I think I have solved the issue for Simplifi. Now, it's a matter of waiting until the update is made.
Vancity recently updated its website and members' experience. The old URL that is on Simplifi's account card is going to a page that no longer exists:
Instead Simplifi needs to change the URL to one of these two:
https://my.vancity.com/banking/home
or
I do accept discounts for doing the tech work 😜
Re: Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited)
Hi All, I am sorry that you are experiencing issues with your opening balances being duplicated. We have reported this issue and our teams are working on a fix. Please bookmark this alert for updates.
Thank you for your patience as we work on resolving this.