Best Of

It seems you have a couple of requests in here, so one of the coaches will probably help you refine your suggestion.

You know that you can create a manual liability account for a student loan or an auto loan, and you can manually add payments and interest as you go? It won't figure the APY for you though.

Once you create the loan, you can make payments and create recurring transfers and recurring expenses such as mortgage interest or credit interest. It's very flexible. I have a lot of manual accounts, but paid off my student loans and car loans ages ago (thank Goodness).

Depending on what bank issued the car loan, you might be able to connect the account, but I don't think it will download transactions into that account.

Just some ideas for you. Here is a support article to help get you started:

https://support.simplifi.quicken.com/en/articles/4593261-how-to-track-loans-and-liabilities-in-quicken-simplifi

Here's an idea for adding amortization schedule to loans, which you might want to vote for:

@TiggerTrainer If the Tax Report saved our setup and exported it as we have arranged it, then a lot of this would be easier. For taxes, like SS and Medicare, State and Federal Income, the Quicken Classic report does allow me to summarize payees, so our W-2s could be checked fairly easy as I could see the payee totals.

In Quicken classic, you can display by form and show a summary of all categories. Here is how mine looks so far for this year cutting off the amounts (Note we get 1099s now instead of W-2s and they only take out Federal Income Tax):

The great thing about this is it gives me just about everything I need for my tax return and it saves and prints in as I have it. When we worked and paid FICA and State income tax, those were shown with categorized total separated by our employer.

I used to think this was a nice to have until I used another product that does this. It's a really nice feature to have.

@ewd_20834756, thanks for posting your suggestion to the Community!

Since the main focus of your request is the ability to track interest rates for accounts in Quicken Simplifi, I have merged it with this existing request, which already has 22 votes.

Otherwise, as @SRC54 mentioned, you can already add transactions and create recurring transactions after you make a manual debt account. If you are looking for some form of automation where the recurring reminders are automatically entered into the account, we have other requests you can vote for, such as this one:

I hope this helps!

@Coach Natalie
@Quicken Kirby

I just cleared my cache/cookies on Google Chrome, then went on the app and was able to reproduce the issue again. Same "Uh-Oh" message.

I switched over to Microsoft Edge, then tried again. I also received the same "Uh-Oh" message.

I was not able to replicate the "Uh-Oh" message a second time after I pressed "Return to Dashboard" when I immediately go back to the transaction screen. If I refresh the page though, I am able to reproduce it. I am able to reproduce it when clicking on the review button for multiple transactions in quick succession.

One thing to note is that I had the filter set to show all transactions (Back to 2019). I just changed it to show only 2025 and with trying for a few minutes, I was not able to replicate the "Uh-Oh" message. I wonder if the update uses additional memory that is not overloading the session and causing something to crash when I have "All transactions" show since that would be a significant amount of transactions.

@KDC1996, I've been using the new register for some time and haven't noticed the "uh oh" message pop up at all. I would recommend trying from a different browser or in incognito/private mode to see if the issue is perhaps being caused by something in your primary browser. If it works in a different location, you can try clearing the cache/cookies of the Quicken Simplifi site in your primary browser to see if that clears things up for you there.

@RobWilk, I have let Quicken Kirby know that you no longer have the new register. I don't think she's in yet, but I did get it on her radar.

Thanks!