The app incorrectly checked all of my prior income sources to be excluded from reports (edited)

Dan6912

The application or app incorrectly checked all of my prior income sources (other than dividends) to be EXcluded from the Spending plan and Reports.

I noticed it when my monthly income for all prior months were way below what they should have been.

Coach Jon

Hello @Dan6912,

Thanks for reaching out! To better help us understand your situation, could you supply a screenshot showing the issue in Quicken Simplifi? I want to be sure of what is going on before we start troubleshooting.

Thanks,

Coach Jon

Dan6912

The exclude from: checkmarks automatically got checked for all of my non-dividend income sources.

I suspect it's a bug in new development work that was recently released, within the past week or so.

Coach Jon

Hello @Dan6912,

Thanks for the reply. I am not sure if it would be a bug unless it was only affecting you currently. Are you able to uncheck the 'Exclude from' checkboxes in your reminders to fix the issue?

Thanks,

Coach Jon

Dan6912

yes i can and have.

The problem is that the check marks were automatically set going back to all of my original entries, somehow. Programatically, not by me!!!

Why would someone want to EXclude income sources? Kind of defeats the purpose of tracking income and expenses don't it?

Dan6912

This is the detailed flowsheet for a reoccurring transfer, Under Bills & Payments / Transfers / {Select One} / Options / Edit Series

Related Issue

There are now some additional check box options on scheduled re-occurring transfers which confirms (to me at least) that someone has been mucking around in the programming to provide additional flexibility to chose when to EXclude transfers from reporting. Money In / Money Out. Previously, there was only one check box available for each report.

Also, notice the inconsistencies between the two flowsheets for Exclude from: One flowsheet has two possible checkmarks and the other now has four. This inconsistency is propagating through the application on various flowsheets.

It sure would be helpful it Simplifi provided RELEASE NOTES when new features are released along with a brief explaination on the programmed intent / proper use of said features. Otherwise, confusing to say the least!

Coach Jon

Hello @Dan6912,

Thanks for the reply. Quicken Simplifi does have a place here in the Community where users can see all release notes as well as few feature alerts. This is located here: https://community.simplifimoney.com/categories/updates-from-the-product-team

For the issue at hand, I would recommend signing out of the application and signing back in to see if that allows you to uncheck the checkboxes permanently. If this does not work, try using a different browser/incognito mode.

Hopefully, this helps going forward!

-Coach Jon

Dan6912

I can UNcheck them. The issue is/was HOW DID THEY AUTOMATICALLY GET SET IN EVERY INSTANCE IN THE APPLICATION to begin with, when I did not systemically go through the application and set the flags individually?

Coach Jon

Hello @Dan6912,

Unfortunately, we would not know how they became set that way. To help clarify your situation, is your Quicken Simplifi application currently working correctly, or if not, what exactly is not working?

Thanks,

Coach Jon

Dan6912

Everything working correctly except as previously noted.

For sure, new options on flowsheet don't just show up. Someone had to program there.

Coach Jon

Hello @Dan6912,

Thanks for the reply. I am glad everything is working correctly as of now. As for your second point, I apologize, but I am unsure what you mean by "new options on flowsheet don't just show up." Can you clarify this for us so we understand?

Thanks,

Coach Jon

Dan6912

The new options on the flowsheet is the ability to check money in / money out for Spending Plan and Reports.

These options just recently began showing up on certain flowsheets. Prior to that time only a single check mark option existed for each, Spending Plan and Reports.

This particular flowsheet is for Recurring Transfers

I hope this helps clarify.

Thanks,

Dan6912

Simplify 01 2024

Minter 2010-2024

Coach Jon

Hello @Dan6912,

I understand what you mean, now. Thank you for your clarification! The change you are referring to came with the release of the Transfers bucket in the Spending Plan, which came out in June of 2023. With this change, users are able to exclude or include just one side of a Linked Transfer from the Spending Plan, which is why you see the "money out" and "money in" checkboxes.

Here is the corresponding request for that ability in case you want to check it out:

https://community.simplifimoney.com/discussion/3897/ability-to-mark-just-one-side-of-a-transfer-to-ignore-from-spending-plan-edited

Thanks,

Coach Jon