Skip to content
  • Register

    • Best Of

    Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

    I saw in an earlier thread that investment income is not included / can't be included in income for reporting and tracking purposes. This renders Simplifi pretty useless to me. As a retiree those numbers are an important part of my monthly income. [removed - no soliciting]

    cmordascmordas

    Reports: Add a Comparison View/Report [edited] (4 Merged Votes)

    Would like to see a way to see a monthly comparative view added for income and spending, which shows the amounts separated by month. As well as, be able to designate the months viewed (i.e. Feb to Sept). This would be very helpful in viewing category spending and how it has changed month to month.

    oceandreamer128oceandreamer128

    Re: The Community Meetup - April 2025 Edition

    Question of the Month:

    Which banks have you set an update schedule for and why? 

    I left most banks on always update as well.

    However, I leave QS Web App open all day so it won't update unless I tell it to. I have only a few accounts that download pending transactions, so I will manually have those accounts download in the afternoon if I have some new transactions. If not, I just wait until the next morning.

    Of course, I sometimes forget and close the app or open the iPhone app so then they update anyhow. 😁

    PS. After updating to an M4 iMac, these updates are much quicker than before.

    SRC54SRC54

    Re: The Community Meetup - April 2025 Edition

    Question of the Month:

    Which banks have you set an update schedule for and why? 

    • Most Banks i left on "always" update
    • One or two banks which are slow to update, like PenFed (which i've been meaning to close), were reduced to daily.

    -Rob

    RobWilkRobWilk

    Button to filter reviewed/unreviewed and uncategorized transactions easily (edited)

    Today if I want to toggle between showing Reviewed and Unreviewed transactions I have to click the filter box, select Advanced, Select Not Reviewed and then click Apply.

    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!
    perrynmyersperrynmyers

    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.
    DannyBDannyB

    Re: Need to Contact Management

    @sami

    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.

    DryHeatDryHeat

    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.

    RupeRupe

    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.

    achester99achester99

    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

    Coach NatalieCoach Natalie