Best Of

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.

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

• 
• https://community.simplifimoney.com/discussion/comment/22255#Comment_22255

I will like this too

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.

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

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