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There has to be a way of removing old payees that do not get used any longer. Or, payees that come in one way, and then you correct them. When you do that the old payee remains in the list. Seeing all these payees that never get used is cumbersome and annoying. Not to name drop but your product Quicken allows you to remove old payees and merge them as well. So does the other great application YNAB. To be competitive I feel you need to have this ability.

Since contributions and withdrawals are not "transactions" we are not able to edit if we would like to make an adjustment. It would be great if in the goal (or transactions screen) we can see historical moves (contributions and withdrawals) and edit them if necessary.

Quicken team,

For years, companies and consumers have been warned by NIST, CISA, the FBI, and other trusted entities that SMS-based MFA is weak - NIST removed it as a recommended method 9 years ago. Authenticator apps generating revolving tokens are better (still not foolproof), while new methods like FIDO passkeys are recommended path forward.

Financial institutions in the US are increasingly being required to implement stronger MFA requirements than the old SMS method by evolving regulations (GLBA Safeguards rule, NYDFS Part 500, etc.) and Quicken should be aligning to these practices even if it's not technically a covered entity under the regs; Simplifi holds our sensitive financial data, and now, with your new A2A feature that enables the actual movement of funds, it's imperative you are keeping pace with modern cybersecurity best practices like phishing-resistant MFA.

Short term, please add support for Authenticator App-based OTP MFA instead of SMS and then fast-follow with passkey support. A product that involves connections into users' banking & investment institutions needs to follow MFA best practices, period. Continuing to offer us only a known-weak MFA solution that's been warned against for nearly a decade sends a bad signal to your customer base about Quicken's priorities in protecting our data.

This is really needed for Cash Management accounts from Fidelity and other Investment Firms that act like checking accounts. Generally they come with debit cards, bill pay and checking features. The cash in the accounts is generally tied to interest from Sweep Bank accounts or to a single cash fund such as a Government Money Market fund. So there isn't much need to keep up with myriad stocks and bonds.