Best Of

I’d prefer that they just fix the features in investment accounts so this wasn’t such a big issue (eg, permit split transactions and document uploads, and exporting of transactions, etc), but this would also permit the old workaround for most of those issues. Just seems like a huge flaw for a paid service to not permit users to categorize their own accounts however they want.

@leogibson

I can't respond to all of your observations, but I'll pick out a couple and give them a shot.

Auto-detection of recurring transactions is overly aggressive, especially after importing historical data.

I agree. This should be something that the user can control when it is happening. I would prefer to be presented with a list of candidate recurring series and given the opportunity to select which ones should be created.

A better design would allow a “monthly, flexible date” option with a tolerance window.

I'm not sure exactly what you are suggesting by "monthly, flexible date." Currently, you can set a monthly date for all months or different dates for specific months. Whatever date you choose, Simplifi will treat that as a somewhat flexible date and match transactions within a few days either way. Is it that you want to specify how far away the date can be from the specified one?

Creating a recurring item does not automatically add it to the Spending Plan’s Bills section

When I create a recurring bill or income transaction series, it does automatically show up in Spending Plan (in Bills or Income as appropriate). Transfer transactions are automatically excluded from Spending Plan, but you can uncheck the box to change that. If you include them, they show up in Bills. Is that not happening for you? What kind of series is it that isn't showing up?

There is no way to bulk manage recurring items (delete, disable, or edit).

I agree. I would like to be able to bulk select series as I do transactions and either Delete or End them (not the same thing). I'm not sure bulk editing would be practical, given the complexity of series editing.

Hello @leogibson,

Thanks for the feedback and for taking the time to detail these out! We usually try to keep posts in the community to an individual issue, but I can certainly understand and appreciate what you listed here.

If you do wish to discuss any of these issues further, you can create individual posts for each issue, and coaches and other users can pitch in their own feedback and troubleshoot if needed.

Additionally, you can always see if there are any idea posts you would like to vote for or create one yourself for others to vote for:

I hope this helps!

The Spending Plan needs a new category for transfers into a checking account.

For example, if you transfer money from your brokerage account into your checking account to pay bills, right now Simplifi hides the transaction completely from the Spending Plan.

If you choose to show it in the Spending Plan, it shows up buried in the "Bills" section and changes the total amount of your bills, which is not ideal.

You can manually change the transaction to be "Personal Income," which will make the transfer show up in the "Income" section, but it is not really new personal income, so that is also not ideal.

Having a "Transfers" category in between "Income" and "Bills" so we could track transfers into our checking accounts as a positive amount that reflects in our total Spending Plan, but doesn't affect the "Income" or "Bills" sections would be ideal.

Another user @DryHeat has suggested this before, and I will include his graphic below for reference.

Hope the Quicken team will consider this to improve a weak point in the Spending Plan!

I also moved over from Quicken Classic to Simplifi. I Need support for multi-currency accounts. 

Let's go folks! Get it done!

Same request. It's not practical to adjust transaction amounts by hand to account for USD and CAD accounts.

Horizontal real estate is always at a premium in the register so I wonder if an icon might not be a better option. Something like…

⏩️[account]