Best Of

Success!! Thank you. That worked like a charm making the account manual then relinking it. Now I understand the "superuser" label you carry. 😉

Every time I consider converting from Classic to Simplifi, I note that reconciliation STILL does not exist. This is a philosophical thing as much as a technical thing, and I reject the Simplifi philosophy. It's my money, my record keeping, no I will not just trust that the transactions listed and the balances reported are accurate. If I just trusted, I would not need or want any Quicken product. Your company exists for those of us who want to VERIFY. Reconciliation is the verification process. It's the periodic (monthly) double check between me and the account provider that we agree on what happened.

It's also my tool for making sure the categorization is right. Reconciliation lets me verify that I haven't inadvertently deleted some transaction from the past, or moved something around which would break my historical reports.

Use AI/OCR to make reconciliation "stupid simple" - do THAT. Use the link to my account provider to automatically ingest their monthly statement, let me click to see and review the reconciliation report, agree that everything is fine, then, that account is marked reconciled as of that date. Easy, using computers for what they are best at but not removing ME from the equation by implying that I should just lie back and trust it.

ADD RECONCILIATION. Please.

please create an account reconciliation. Basic part of accounting and managing your money.

I just switched, after 30+ years, from Quicken Classic to Quicken Simplifi. Still in trial, but looking good, though adjustments required. One key adjustment is managing foreign accounts. QC does this very easily, but QS does not even have a basic feature. Until this is done, is there a work around?

• is there a way to do a negative amount in an investment?
• can a single investment account be used to aggregate the adjustment (ex: done manually monthly or quarterly )?

I currently use a Liability account as a negative to balance Net Worth, but this is very limited and does not reflect proper values in Investments or Retirement.

The enhancement request is management of foreign exchange, ideally automated, or at least manual. Until this is done, which I hope sooner than later, a proper workaround would be appreciated by the Quicken team.

Thank you for the consideration.

This feature would make the app so great. Numbers are misleading otherwise. 😕