Best Of

Of course, I also have to keep in mind the problem of per s pective. From my perspective it's one or two connection problems that are of importance to me. From the QS side it's hundreds or even thousands of connection problems that are being tracked. From a given bank, or financial institution's side this may not be a priority at all, or a low priority perhaps.

The thing is, when Quicken says a bank connection is being worked on, it's usually not Quicken (the company) that is working on the connection - - they are told the connection is being worked on by a trusted third party (could be Intuit, Plaid, Fincity, etc) and Quicken simply reports that they reported the issue to them and they said they were working on it. Quicken is more of the software, connectivity to banks is a whole different area of expertise (and a full time job in itself). Quicken may make it sound like they are working on the connection, but it's not usually being worked on by them.

I agree and wish they would let us know that they're waiting for an aggregator or someone external to resolve an issue.

I wanted to add my support for this request — linking transactions directly to savings goals is a basic feature that would make Simplifi much more useful for real-life budgeting. Right now, contributions and withdrawals don’t reflect cumulatively, so it’s hard to see the actual progress toward a goal, especially for large or irregular expenses like weddings, travel, or family care.

Allowing automatic updates of contributions, spending, and remaining target when transactions are linked would remove the need for manual calculations and make goal tracking accurate and intuitive. This seems like a feature many users, including myself, would rely on regularly.