Best Of

There is zero privacy with AI services. They remember everything you tell them and there is no expectation that it won't be shared. Every time I ask an AI service a medical question, pop ups come up saying "do not share personally identifying information" besides the "_x_ is not a doctor" (meaning no medical privacy laws apply). Heck, AI learned how to code by reading other people's private code (for example, microsoft's reason for owning github is so that it could use public and private code stored there to train it's copilot tool).

Recently, Google even announced that their Web-Based-AI-search-assistant will even have read all your e-mail and be very familiar with who you are from that. I'm sure Microsoft's tool is already trained on hotmail/outlook mail.

I also don't want an AI service making transfers between accounts for me. I have a tool like this so that -i- can see my financial picture. So I can make better decisions.

Why not ask for MCP access directly from your banks? You'd probably get more access and tools from them if they would actually let you do that.

EDIT: Also, AI tools work in their own self-interest, and may make decisions you don't want them to. As sure as AI can write bad code, AI with access to your banking could bankrupt you.

They apparently modified ChatGPT so it will not give medical, FINANCIAL, or legal advice. I expect other models (Grok, Gemini) will follow.

Before we get an MCP Server, I'd love to get a basic API so I could connect Power BI (or any BI reporting tool) directly to the quicken data and refresh it on a schedule.

In the accounts section it defaults to expanding all of my accounts. It would be nice to be able to adjust the default to have all of my accounts minimized. Seeing the overall balances of banking, investments, Assets, and Liabilities is all I need a majority of the time.

I had a similar issue last week, deposited two checks at an atm. Each check corresponded to a certain planned income. There's no way to attach each split to the series, so I had to just dismiss one of the reminders, connect the other reminder to the deposit, and then set up the splits. (If you do the splits first and then connect the transaction to the reminder, it wipes out the splits.)

Quite annoying since it means I can't rely on looking at the series history. To see the income history for that job, I instead need to search for the payee name (and I have to put both names into the "Payee" of the deposit).

I second this request! I can't believe this isn't already possible!

Today I was reminded again why splits need to be treated as individual transactions. Apple is now billing multiple subscriptions together, and I have reminders set up for each one. But I can’t actually use them because I can’t assign the bundled charges to the individual reminders. Now I’m stuck with gaps and mismatches since the bundling is random.

This isn’t a nice-to-have. It’s a must-have. This is basic functionality for an app at this price.

The issue here is simple, Simplifi.

If my bank account has 3 cleared transactions: +$10, -$5, -$3, today's balance is $2, and Simplifi shows me $2. Great!

But if one of the transactions (e.g. -$5) doesn't get imported or is accidentally deleted, my account in Simplifi will show transactions +$10, -$3, but the account balance will still show $2 because that's the balance coming from my bank.

Now, because the -$5 expense is missing, my spending plan data is incorrect, so my reports are incorrect, but I might not realize it because the account balance looks correct and might not raising any flags.

In this example, it would be pretty easy to realize the issue because 1 of 3 transactions is missing. But imagine if my account had hundreds of transactions? Thousands of transactions? Without a running balance, you're making it extremely difficult to figure out what is going on.