Best Of
Re: Has anyone moved from Quicken Classic to Simplifi?
I used QC for too many years to count, but when I discovered the Simplifi app it appealed to me enough to purchase a subscription last fall. It was initially quite painful and a tremendous amount of work because it never worked correctly for me. The issues I was having were known, and after several weeks it started working better and better. But, I still ran QC and QS simultaneously because I couldn't completely trust QS. After a few months, 3ish as I recall, it was working so well that I quit using QC and just recently turned off the auto-renewal for it. I'm quite happy that I converted even though there is an occasional glitch. The improvements they make are frequent, and it just gets better and better. I have everything set up how I want it, and I've been on full cruise control for several months.
Re: Has anyone moved from Quicken Classic to Simplifi?
I made the switch in January 2022 and haven't looked back. Quicken Simplifi (QS) is a completely different animal than Quicken Classic (QC) so much so that you can't even import a Quicken Classic data base as you have been informed. I didn't bother with trying to import data older than 90 days directly from my banks and financial institutions. You can import transaction data - follow this link to see how.
[added link to article]
DannyB
Web Release 4.70.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.70.0 Web Release, released August 6th:
- FIXED: Error when switching the column selection back to 'Time' in the Profit & Loss Report and the Income & Expense Report.
- FIXED: The Investment Dashboard cards still display data after the investment accounts are deleted.
- FIXED: Exclamation point (!) displayed for 'Planned Spending' in the main Spending Plan menu when a rollover-enabled expense is overspent.
- UPDATED: QBP: Minor visual enhancements.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
Re: TIAA Reporting Connection Issues
Coach @Natalie -
This issue was first raised on May 27th, coaches have given users the standard "we're working on this" on: June 3rd, 15th, and the issue was escalated on the 25th. We received another standard "we're working on this" on July 16th, and now we got another one today on August 11th. Can you understand that maybe that canned response just isn't good enough for users and that a more detailed response is required to let us know exactly what is (or isn't) being done. It makes the coaches sound like they just don't know what's happening - or maybe that's the case, but we need for the coaches to be more forthright and transparent about these synching issues.
lwyman
Re: Target Circle Card won't download new transactions
I have also been having issues with transactions syncing with my target circle card account. It seems that the transactions will only download once a month when the statement closes. The rest of the month, no new transactions appear, even though I am using the card and the transactions are showing up on the credit card website.
trewbux
Re: Savings Goals - Can't withdraw from "saved so far" amount (edited)
I think I can help with Issue #2. No idea on Issue #1.
You can't leave "Amount saved" as zero if you have selected an account for "Saved in." And you can't unselect the account and get the "Saved in" field back to blank.
But… Click on the "X" next to "Amount saved" and the "Saved in" field will become blank. Then you will be able to click on the "Continue" button and move to the next page in the process.
DryHeat
Re: Spending Plan Redesign: Share your feedback here!
Not sure if there’s an existing feature request on this but here’s a suggestion that I think would be a helpful modification to the Bills section of the Spending Plan. I’ve had the thought before but was working on some 2026 savings projections today and ran into trouble with my cash flow projections that the below steps could help give tools to resolve:
Step 1: reintroduce the collapsible groupings so Bills/Subscriptions/Transfers are always on same page with their subtotals displayed on their group
Step 2: change the new Filter dropdown to be Accounts so you can filter this section by each of your accounts. In other words, you could quickly see how much is going to apply to a specific credit card vs a checking account.
You can sort of suss this out now with Cash Flow charts but if you have manually set recurring credit card payments then you have to do a bit of tedious manual math and cross-checking from the cash flow views to verify how much is inherently going to be charged on a credit card in a month vs what you are projecting to pay off with your recurring payment. It is usually good enough for me to estimate all or most of my Planned/Other spending projections will hit my credit card balances so those are easy to estimate in credit card payment projections. But when trying to plan how much savings I can transfer out of a checking account I need to be able to accurately account for Bills/Subs that will hit credit card balances in projected credit card payments, especially in months with abnormal bills like annual insurance premium payments. For example, if I’m not carefully looking at every bill and sub and tracing it to which account gets charged for those, then I can easily be off on my credit card payment projection by $1000 when annual veterinary visits hit in the same month as termite bond renewal and amazon/microsoft subscription renewals. Having an easy way to see Bills/Subs filtered by account could make for a quick verification of which months need extra allowance assumed in the credit card payments projections.
Re: T. Rowe Price Retirement Plans - FDP-102 Error
I was able to connect to T. Rowe again a day or two after my July 30 post above, and it's been working fine for over a week now. Hope it's working for everyone else, too.