Best Of
Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)
This is four mouse clicks, and is a bit annoying. Given that toggling between Reviewed and Unreviewed is something users might want to do more frequently as a filter, it would be very useful to have a dedicated button right to the right of the Search Transactions box and Filter button, that simply enables/disables the filtering by Reviewed status.
This would take up minimal screen real estate, but would make toggling between Reviewed and Unreviewed much easier.
Thanks!
perrynmyers
Re: The Community Meetup - April 2025 Edition
Question of the Month:
Which banks have you set an update schedule for and why?
- I set my Chase accounts to "Daily" since the two cc's I have at Chase are used less frequently for set expenses and neither are used for regular spending. I don't need these accounts to be updated multiple time daily.
- I have my Synchrony account set to monthly since it typically has two transactions in any given month - one deposit, one interest credit. If I have an any additional transactions, I can perform a manual update.
How does this feature improve your Quicken Simplifi experience?
- Quite simply, this has greatly reduced the amount of time it takes for QS to make the routine automatic updates.
DannyB
Re: Need to Contact Management
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.
DryHeat
[RESOLVED] 01/16/25: Not able to delete tags created from Savings Goals
We are currently seeing an issue in Quicken Simplifi where users are unable to delete tags that are being created from Savings Goals that are not being created successfully. The user attempts to create a Savings Goal, but an error message appears above the “Create Goal” button. They then go to the tags list and find a tag associated with a savings goal they were unable to create. The tag cannot be deleted because it is associated with an active goal. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.
If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
SIMPL-25229
Re: Coinbase FDP-103 No API Keys Work
This update from @Coach Natalie does not make sense. "while Coinbase develops an API connection" → Coinbase have had a new API connection in place for a while. This is all on Quicken.
Rupe
Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)
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.
achester99
NEW 3/20/25: Target Red Card - "You have already added all your accounts at this bank"
We are currently seeing an issue with Target Red Card returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.
If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-12445
Re: Coinbase FDP-103 No API Keys Work
My patience is running out on this one, and the copy/paste "updates" and locking the original threads is getting really old. Its clear that this isn't a priority and isn't on the dev roadmap for the foreseeable future, so just SAY THAT.
Coinbase is not some oddball, tiny player. This issue needs some ACTUAL attention.
I won't be renewing without movement on this.
bc32917
Re: Coinbase FDP-103 No API Keys Work
Quite frankly, this is beyond insulting to your customers. This is in no way an update on this year long issue with Coinbase, but just another copy-paste response with no actual information.
Unfortunately it seems the only thing the Quicken Simplifi team has successfully accomplished for a year is demonstrating they don’t care to support their customers or maintain a functional product.
Not going to give up asking for support on this although at this point there is virtually no chance I’d renew based on the terrible customer care
sami
Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)
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.
barryh