Best Of
Re: Potential new user questions
As a user of both Quicken Classic and Simplifi, I tell you truthfully that if you want (or need) to track investments in depth, Classic is the way to go.
Quicken Classic Deluxe does a fine job (for me), and there is also Quicken Classic Premier that is geared even more to investments although it was more than I needed:
I suggest you go over to the Quicken Classic forum to see what they think:
If you decide that all you need to do is check on the bottom line of your investments and see your portfolio, you can do that fine in Simplifi, but its investment tools are MINIMAL.
Hope this helps.
SRC54
Re: Potential new user questions
Hello @Helen Bacque,
Thanks for the quick reply! Quicken Classic will have the more advanced investment tracking features between the two programs.
-Coach Jon
Re: Potential new user questions
Hello @Helen Bacque,
Thanks for your inquiry! Quicken Simplifi, as a program, can only accept CSV files if you are looking to import directly into the program.
Quicken Classic can accept QFX files as well from bank websites, as you mentioned. Either way works, but I would say it comes down to personal preference on which program you would like more. Quicken Classic will have more features since it has been around for much longer, while Quicken Simplifi offers a more streamlined experience.
-Coach Jon
Re: FDP-103 error on Ascensus
Thank you for the update. I’m getting the same error as we and have bookmarked the alert. Hoping for resolution soon!
LJM16
Re: Persistent 324 error with Fidelity (edited)
I've been adding non Fidelity accounts to the Fidelity site … it provides a lot of the same functionality as Quicken. Seems to function without issue.
mikeSC
Re: Persistent 324 error with Fidelity (edited)
Are referring to the intuit connection as the original Fidelity Retirement & Investments? So essentially, i'd put all my accounts to manual then reconnect and change the frequency of refresh?
mumu24
Re: Persistent 324 error with Fidelity (edited)
Hi there - same issues experienced with the finicity integration - while the account balances sync correctly, some transactions do not. There are also issues with syncing share counts of investments.
I see most of the issues with transactions appear to be with cash management account.
Any next step? Do we know we know when all of this will get resolved?
mumu24
Re: Personal Loan is a bill and a liability, right?
Hi @Roadog51,
I don't know if Quicken provides a screen-share help service, but it would probably make things go much faster. Hopefully one of the coaches will weigh in on what help is available. I know that I helped my sister get set up by sharing her screen (she's 85) and it made the whole process much easier.
But, of course, be careful who you share your screen and info with. I would stick with recommendations from one of the coaches, whose identities are known to Quicken and could be held accountable. (For example, you wouldn't want to hire me. For all anyone here knows, I could be an identity thief. I'm also lazy.)
DryHeat
Re: Phantom Transaction in Register and Spending Plan - Transfers & Credit Card Payments
OK, gang, here is what I have done to resolve this.
- In the sending account where the duplicates exist, I opened the transaction detail for the apparent bank entry and changed it to "Uncategorized."
- When I clicked to save this change, I received the warning about the transaction in the receiving account will be deleted I selected to proceed.
- I checked the receiving account, and the other side transaction was gone.
- I returned to the sending account and deleted the second apparent QS transaction entry - since the other side transaction was already deleted, I didn't receive any warning and the transaction was deleted.
- I recategorized the apparent and only remaining transaction in this trifecta as a transfer to the credit card account.
- I received a warning message that there was no matching transaction in the receiving account and that a transaction would be created. I selected to proceed.
- I switched over to the receiving credit card account and the newly created and linked transaction was present as a manually entered transaction.
- To confirm that this fix stuck I closed QS and reopened it and I now have only one transaction in both the sending and receiving account.
- Finally, I checked the Transfers & Credit Card Payments section of the Spending Plan and once again only one sent and one received transaction appear.
Problem resolved. Thanks all for your input.
DannyB
Re: T. Rowe Price Retirement Plans - FDP-102 Error
This is ridiculous. It's been about a month and a half now since it last synced. This problem can NOT be that hard to figure out. It was working before…. just look into what changed, and revert the change that broke it. I paid for Simplifi so I could see ALL my accounts under a 'single pane of glass'. Quicken's apathy to this situation is leading me to find another company to provide financial monitoring services.