Best Of
Re: Barclays url change?
I agree with the last comment. Mint connectivity was better and free. It's now been 2 months since the Barclays issue was known. Don't understand why it takes so long to fix. My subscription just renewed otherwise would probably move to another service. Keep getting adverts for Lifehub. Will definitely not be buying.
MikeT
Re: Barclays url change?
I find it strange that Quicken keeps calling this an outage. It's not an outage. Barclays changed the URL. If it were an outage it would affect more than just folks using this application. Can we get some actual transparency on what is happening? At least with Acorns you all say "They don't want to work with us." Stringing this along is going to cause people to jump ship. Are you all working with their engineers or not?
Ability to download or print Reports [edited] (1 Merged Vote)
Need the report functionality like Net Worth with detailed break up Bank and Credit card wise so that it can be downloaded to Laptop or printed in the local printer
Cincinnati-Boy
Saved Filters in Reports and Registers [edited] (2 Merged Vote)
It would go nicely after Advanced in the Filters list: https://i.imgur.com/XcIYtC3.png
EL1234
Re: Ability to schedule account updates [edited] (1 Merged Vote)
The ability to schedule account updates has been released to the Web App, and will be available on the Mobile App in January! See our announcement below!
Thank you!
Reports: Add a Comparison View/Report [edited] (4 Merged Votes)
Would like to see a way to see a monthly comparative view added for income and spending, which shows the amounts separated by month. As well as, be able to designate the months viewed (i.e. Feb to Sept). This would be very helpful in viewing category spending and how it has changed month to month.
Add a column that shows the percent of total for each position held in your portfolio (edited)
Please add a column that shows the percent of total for each position held in your portfolio. This feature will help to see which positions you are under or over weight based on your target.
bretstu
Simple vs Complete Investment Tracking
So, I am struggling with making the investment transactions useful and/or accurate. It seems like Quicken/Simplifi is making a big push for investment tracking at the transaction level. Have tried Simplifi (25+ years on Quicken Classic) to make my life "simpler." Our brokerages have all the tracking we need these days, I would like to just have my holdings and account values updated daily; what an aggregator should be good at. Quicken Classic lets you choose Simple or Complete.
Would love that option on Simplifi.
Thank you
AaronJB