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Agreed. I see your customers have been asking for this feature for a couple of years now and still not able to do this. With the amount of money we pay each year, would be nice to have a program and a company that listens to their customers.

Are there plans to add this feature any time soon?

Please please move this up in the execution queue. It's necessary and a constant weeky frustration on my end as well.

@Coach Natalie Wow! I didn't realize PDF had been added to the Taxes report. And it's there for the Income and Expense Report as well. That's a great addition!

Hope it gets added for all reports. Now we can share those two with family members more easily.

Thanks!

PS My wife has access to the Simplifi file, but she never uses it. LOL

PPS I hope it's not a mistake, but even if it is, please let us keep it. 😀

I agree. I posted another idea of just being able to change the color of a transaction so I can signify the reminder has been scheduled, but the transaction hasn't cleared yet. Either way we need the ability to mark a reminder as paid so I know its been paid/scheduled.

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

I went to turn this into an Idea post, until I realized you are on the basic version of Quicken Simplifi and not QBP. I checked my basic account, and it looks like the Taxes Report has the Print and Export options that were recently added to QBP.

Since these options aren't supposed to be available in the basic version (as far as I'm aware, anyway), I have reached out to our product team to confirm. I will follow up here when I have an answer!

This worked for me (at least for now).

• Make Fidelity CMA Manual Account
• Delete Fidelity CMA Manual Account
• Create New Banking / Checking Account (I think I actually chose the subtype as CMA)
• Go back to Fidelity Connection > Add New Accounts > Select CMA Accounts (I checked all accounts) > Link to existing Manual Banking / Checking Account

Now I have a Banking account linked to my Fidelity CMA. Not sure if it will get reclassified automatically at some point or not.

I just recently opened my Fidelity CMA so I wasn't worried about historical data. If that's an issue I assume you can export your account history prior to deleting and then import that to the new account.