Best Of
Re: Recurring Transfer Series - Exclude Money In from Spending Plan Bug
@Flopbot Yes that is correct from the reminder standpoint, but it is not showing how the series is set. In current state, each month's reminder needs to be manually hidden for it to work as intended in the series (show money out, hide money in). Not a huge deal as it's just a couple clicks for each month, but I figured it should be brought up in case others are having issues as well as it appears to be a bug.
Re: Date of recurring credit card payment
When this happens to any of my recurring transfers, I change the date of the reminder for the month to match the date the payment will come in. Then, when the real transaction comes in, Simplifi matches it to the updated reminder date.
Re: Payee is now "Electronic Transaction" for debit card transactions (edited)
Yes! It looks like it is working properly now. Thank you!
Re: Planned Spending - Not pulling subcategory
Please disregard. I resolved this by deleting the Planned Spending item and recreated it.
Within a few seconds the transactions were found and seems to be working as it should.
Re: Ability to mark Recurring Reminders as "Scheduled"/"Paid" in advance [edited] (19 Merged Votes)
i 2nd the fact we should be able to mark upcoming bills as paid or scheduled.
Re: Saved Reports [edited] (13 Merged Votes)
We're moving to this from Quicken Classic, and we sorely missed saved reports. It would be great to have the report page default to what you already see, but have an option to save and filters to saved reports and then select those reports from a dropdown. You should also be able to export those reports like you could in Quicken.
Re: Saved Reports [edited] (13 Merged Votes)
@Coach Natalie do you have an update from the product team on this? Know there’s a lot of stuff to work on, but would be helpful to know if this is on the way. Would certainly save me a bit on time in excel if this functionality was native to Simplifi.