Investment Transaction Duplications (edited)
Comments
-
I'm dreading the 31st. A lot of dividend transactions are occurring. 🤯🤪
1 -
I just got another round of incorrectly categorized transactions from my Schwab account. Any updates Coaches?
Schwab is correctly labelling the category:
QS is not:
QS does seem to have a Short Sell Category:
Coaches, how can you confirm that Schwab is sending the wrong information?
Thanks
1 -
I've about given up. The lack of action having been replace by polite platitudes has pretty much overwhelmed the whole purpose of this program. All the time and effort appears to have been wasted. I thought we could accomplish something for the subscribers and make the program better.
You would think that with as many views and comments that there have been something would have been accomplished. Unfortunately, nothing has been modified or improved. Just little weekly updates.
Best..
0 -
This one a unfortunate. I gave up and deleted my investment accounts and honestly, it's made QS more, simple.
Now I manually enter in a new balance periodically to keep my overall Net Worth relatively accurate. The trade off I accept is I don't have to worry about duplications, inaccuracies or having them show up in areas like the Spending Plan and then trying fix the duplications manually. Looking back, I very rarely reviewed Investment transactions in QS, I just imported the accounts to keep Net Worth accurate. But since the bugs started happening, I deleted the account.
Just easier to manage this way.
0 -
Agreed Max1223, deleting 13 years worth of data in 8 accounts would make it more simple. Amazing how it all worked fine in Mint, for free.
Unfortunately, for me, I could care less about spending plans, budgets or the value of my house on Zillow. I can do that for free.
The whole purpose of the exercise was / is to track income for tax estimating and income, etc. To that end, Simplifi is a simple failure. What blows me away is how little management seems to care and the obstacles presented and the evidence ignored.
Just a very disappointed customer.
0 -
While QS isnt perfect, I will say this, their support team answers questions in timely manner, albeit, not always with the answer you want. I've worked in the world of feature trade-offs, addressing consumers while making sure a business stays afloat, e.g I would have paid Mint money. You can tell when dev really slows down, that's typically not a great sign for the future. Investments worked fine in Mint, until they went under. Anyhow, product development isnt as black and white as it may seem.
I've researched other products pre Mint shutdown and almost went with another that was $100/yr, felt like it was a slightly better product outside of missing a few keys features that were on their published "roadmap". I talked a lot to their chatbots as their product wasn't perfect either and rarely got replies from a real person. They claimed to be overwhelmed by the influx of potential users coming from Mint, not a great sign relative to planning for a major competitor shutting down…so decided to give QS a try, especially at ~15/year and more important, that Quicken is a pretty established brand. I was also not wanting to go with a company to find that 2-3 years later, I'd be doing the same thing again, looking for a new finance tool.
I do wish QS would place more focus on making the core product better. I am relatively happy with their connectivity and the way the SW is organized. I wish for better user control on using Tags, Report creation and watchlist use.
0
