Best Of
Morgan Stanley and Northwestern Mutual InvSvs NMIS
Please add and support both Morgan Stanley and Northwestern Mutual. These are 2 major brokerages and seems like they should be included in Quicken Simplifi if the product wants to be competitive.
Lyda
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Yep, been over a year for me and I didn't renew my subscription largely on this issue. Rules are worthless without customization. Others do it, no reason they can't.
Re: Accounts List cuts off in Dashboard view (edited)
I noticed that recently, too. If you're using a touchpad, though, you can move your cursor OVER the account list, and use 2-fingers to scroll up and down within the area. Essentially, if not before, now the account list is a floating widget and you can scroll within that widget to see the whole content. Anywhere else in the app, the list is full height and scrolls with the whole page scroll.
EDIT: IF you're using a mouse with a scrollwheel, similarly moving your cursor over it and using the mouse scrollwheel should work.
RobWilk
Re: Use of recurring transfers (edited for clarity)
@ByJam "Do you create two reoccurring transfer transactions"? : No, just one
You create one recurring transaction. In your example, in setup the "account" of the recurring transaction will be your checking account, and the "category" will be category: transfer→creditxyz (your credit card account). It will create two reminders when the time approaches. The functionality can be touchy…
RockLee
Re: Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
I want to share some perspective for anyone coming across this thread. This discussion has been open for four years, and while the company has stated that they're working on it, the reality is that this issue will likely never be addressed.
I initially stuck with Quicken Simplifi because I believed this feature was coming soon—it was one of the key factors keeping me from switching to a competitor. But after years of waiting, it's clear that this isn't a priority. As a product manager myself, I understand why: it’s not an ROI-positive effort. Unless a PM actively advocates for "quality of life" improvements, features like this rarely make it onto the roadmap.
If this functionality is a deciding factor for you, I’d recommend looking elsewhere. Quicken is excellent in many areas, but had I known this would never be implemented, I likely would have chosen a different product. At this point, I’ve invested too much time to justify switching, but for those still considering their options, I hope this insight helps you make a more informed decision.
Would love to be proven wrong though.
funit49
Re: Remember Expanded/Collapsed Settings, Make Layout Changes Permanent (edited)
Some people frequently use the Projected Cash Flow and some don't. Both could be accommodated by having Simplifi remember and restore the previous state (expanded or collapsed). Everyone would be happy.
DryHeat
Re: BTC / ETH investment tracking referencing Grayscale ETF prices
I am also having this issue with my crypto holdings. It would be incredible if we can get this working. A full 360 view of my finances is a dream
andy
Re: Taxes Report is missing data for certain date ranges (edited)
Sure @Coach Jon. 2023 shows nothing until I add filters for everything, but if I add tags, it gets weird and doesn't show deductions, only income.
I'll do new ones with numbers and DM.
SRC54
Re: Only detect NEW Recurring Transactions when connecting or reconnecting account (edited)
Makes total sense to me too… Thanks so much for looking at this.
RoRo
Re: Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)
Charges on my Chase Visa appear with the correct date while pending but then change when posted. Please post the charges with the same date as Chase uses. I constantly have to change the dates on Simplifi so that it matches my Chase account.
mllcpa