Best Of
Re: Link from Transaction to 'take from' Savings goal (1 Merged Vote)
That would save a lot of time and effort having to manually remove the transaction from the spending plan, and have to withdraw the correct amount that you have to manually remember.
Add “Split by Percentage” Option to splits. (edited)
One little feature I loved in Quicken Classic was the “distribute proportionately” button when entering receipts on a transaction.
For example, if you had .97 cents left, you could click a button and distribute the amount proportionally between all the existing splits. More expensive splits got more of the leftover distributed to them. As it stands now, you just have to create a new split for Sales Tax and click the “Add Left to Split.” I suggest adding a second blue text on white background option.
Add Logo Next to Account Name in the account/transaction display
From @thaJack
I'd love to be able to have little financial institution logos next to the account names. It would be much easier to tell them apart quickly. E.g., a little American Express logo right next to my American Express accounts.
Please add a logo under the account/transaction display
I will like this too
Re: Is anyone finding it near impossible to get phone support even as a paying customer?
Thanks all - So I do have an update:
I finally was able to speak with someone on the phone, after over 30 minutes of trying. I had several questions regarding various issues and it was just too complicated to explain things over chat and have the chat agent understand things let alone try to guide me through the interface via text, which is why a live phone conversation made a lot more sense.
The agent I was speaking with sent me a request to share my screen and he was able to put a laser pointer thing on my screen, guiding me where to click, which was super useful, saving a LOT time and effort on both ends.
We were able to investigate various issues and finally determine the problems and solutions. Also since this was a live voice conversation I was also able to ask questions on the fly which helped me better understand how the product and features worked, so this had educational value as well.
All in all, the call took about 25 minutes, all issues were solved, all my questions were answered, and I learned more about using the product hands-ons. In less time it took just to get someone on the phone.
I do love this forum as well, as it benefits from the power of crowdsourcing, but for this particular case I really needed a live voice conversation with a trained agent.
That said I do acknowledge that live agents is also hit-and-miss. It took over 30 minutes to get to speak with someone, but I think I may have gotten lucky by getting a pretty good agent who knew his stuff and was able to help diagnose the issue and solve it.
My ask to Quicken/Simplifi would be this: Don't mislead users by setting expectations (getting a call back in the next few minutes) that they cannot deliver on. Much more preferrable would be a call-back process where I could choose an available time to get a call (Comcast/Xfinity does this). That way I know when to expect a call and I can move on with other things in the meantime.
Ability to set a default Date Range for Reports (edited)
the ability to have dates default to what you want. Currently it defaults to 6 months. It would be nice if I could pick the date it defaults to so I don’t have to constantly change it
Re: An Update from Eric Dunn, Quicken CEO
Quicken user since 1983 after watching one of those old hokey Quicken tv ads.
I'd really like to keep using Simplifi, but I'm hoping more resources get devoted to squashing all the bugs and fixing the cumbersome user interface. It's a good program, but I'm having more problems with it than I feel like I need to deal with. The number #1 thing that financial software should deliver on is reliability. I've never had reliability issues with Quicken software till the last fews years and Simplifi is not there yet sadly.
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.
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
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