Best Of

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 would like to be able to add my own custom Account Types to group/categorize my various accounts. For example, I would add "Crypto" or "529 Investment" or "Private Equity Funds" in my specific use case.

I've resisted getting involved with this conversation due to the dead-end nature of the original post, "If I could tell everyone not to use this application I would." OK, thanks for your input.

I'm just the opposite, I do recommend Quicken Simplifi to family, friends and strangers quite often because I think it's a great product and a great tool.

Do I make these recommendations because I'm a "superuser" in this forum or am I a "superuser" because I have no problem making these recommendations. Something to ponder. But if you do ponder this, just keep in mind the whole "superuser" thing has nothing to do with the use of the product, it is strictly confined to this particular forum and one's activity level herein.

I personally don't care at all if you want to subscribe to QS or not. If you like the product and it works for you, great. If not… great, move on. But this forum exists to provide a support and is provided to you by QS as part of their customer support and Quicken employees actively monitor and provide support here. The rest of us are here by choice to also support each other in our use of QS.

Mint knew how to click "Remember this device" with Venmo in 2019. My Venmo account.venmo.com/settings/security page still shows the "device" it used:

Instead, I now have 9 emails from Venmo in the last week because Simplifi is spamming it with my username/password multiple times per day:

My retirement accounts at TIAA have the same issue. I guess I will disable Venmo and TIAA in Simplifi, like others in this thread, but Simplifi is broken for me in either case.

This issue has been open for over 2 years, and there is a simple fix, but Simplifi's only recommendation is to disable 2FA on affected accounts (example, example) 🙃. Very bad look!

It would be helpful to use the tag filter options to either filter using AND based filters or OR based filters. For instance, I tried to reconcile the budget after a vacation with my husband by tagging transaction with both (vacation and X Paid) or (vacation and Y paid). When I use the current 'advanced' filter options, and select vacation / Y paid...then any transaction with EITHER of those tags shows up. There should be a way to filter to transactions with BOTH tags.

end of year engaging summary highlighting the positive (and maybe even negative) outcomes over the year!