Best Of

@sami

Your best bet is to take Coach Natalie's advice and chat with the Chat Support Team through the Help Center or click the Call Me button in the Help Center to set up a phone call. Perhaps they can put you through to management, although I'm not sure what "management" means in this context.

The article @Coach Natalie referenced is about how to access support, not how to contact management. It talks about getting support from other users and coaches, which you can certainly do here in the Community. But perhaps chatting or talking could lead to some sort of escalation of your issue, whatever it is. In any event, you'll be having real-time contact with someone.

I'd like to see an easy way to assign a specific transaction to be 'taken from' a savings goal. 
For instance Christmas. I saved over time $600 in my Christmas savings goal. At Christmas time I go shopping for Christmas gifts which generates a transaction from the store that I shopped at, for $100. I'd like to be able to click a toggle or box that would subtract that $100 I spent on Christmas gifts from the $600 I have saved in my Christmas savings goal. So that the next time I go Christmas shopping I know that I currently have $500 available in that savings goal. It saves step of having to manually go and 'take from' the savings goal. I hope that makes sense.

Let me categorize and group my accounts however I like. I've got 60+ linked now. Some of my 'checking' accounts are really used for savings. One of my investment accounts is used as a cash/checking account. Maybe I want to separate my accounts from my spouses. Pretax vs. Post tax, etc. I would like to add one of my checking accounts to my credit cards list so I can keep that group of accounts with a positive balance. Some accounts are important, others not so much, etc.

I want to share some perspective for anyone coming across this thread. This discussion has been open for four years, and while the company has stated that they're working on it, the reality is that this issue will likely never be addressed.

I initially stuck with Quicken Simplifi because I believed this feature was coming soon—it was one of the key factors keeping me from switching to a competitor. But after years of waiting, it's clear that this isn't a priority. As a product manager myself, I understand why: it’s not an ROI-positive effort. Unless a PM actively advocates for "quality of life" improvements, features like this rarely make it onto the roadmap.

If this functionality is a deciding factor for you, I’d recommend looking elsewhere. Quicken is excellent in many areas, but had I known this would never be implemented, I likely would have chosen a different product. At this point, I’ve invested too much time to justify switching, but for those still considering their options, I hope this insight helps you make a more informed decision.

Would love to be proven wrong though.