Best Of

With time, I've come to realize I do not want this feature. While I do want the ability to convert a reminder to a transaction, I don't want anything entered automatically from reminders. I may schedule things that don't have definitive dates, and i'd rather have them move forward as a 'past due' reminder, than a transaction. Reminders are to remind me to make payments, and if it's auto entered, I will never remember. Also, what about the case where a reminder is income, and it gets auto-entered but is not actually in the account for some reason -it could cause me to spend money i don't have.

In short, I think I am now the first no vote for this idea.

Agreed. When I realized this didn't happen automatically, I just deleted all the Savings Goals and just added the custom aggregate number to my Savings Plan. It's not helpful if I need to take on the manual reconciliation of all transactions. For now, I have the savings account named according to the goal, and can view the balance in my account list. But I'd really love to use Savings Goals, as there is something inspiring about seeing that goal out there, the total, and the progress bar.

To add, contributing automatically isn't just the "contribution" but also when the account earns in interest. That's also something to be reconciled manually today. For anyone with lots of savings accounts for a half dozen goals, not sustainable.

@Coach Natalie how many votes are necessary to consider the “idea” for development? I would merely call it “an idea” as this is clearly a lack of the feature on the mobile apps. This is such a trivia feature which is available in [removed] and was a basic feature of Mint. Lack of parity between desktop browser and mobile apps for this simple ask is truly baffling. I hope the Simplifi team can reconsider priority for this feature.

Hello @ejobity,

I'm sorry to hear that Quicken Simplifi doesn't meet your needs, but thank you for coming to the Community to provide your feedback! As Customer Service already said, Quicken Simplifi's target market is North America. I'm not aware of any plans to expand beyond that, but you can create an Idea Post to request such support. Ideas that get enough votes may be implemented in the future. For more information about creating an Idea post, please click here.

I can see a couple idea posts for making manual entry more efficient. There's the one you created in April, asking for a template ability for transactions, and also one asking for reminders to be able to convert to transactions:

If you haven't already added your vote for for the 2nd one, you may want to consider adding your vote and a comment.

You mentioned budgeting needs more refinement and could be stronger, but you didn't list any specifics. Were there specific features you were wanting to see added/improved?

@DryHeat,

You're not the only one who wants to see better support for users who deal in both US and Canadian dollars. I can see there are a couple Ideas asking for better support for multiple currencies:

If you haven't already done so, please add your vote and a comment.

I hope this helps!

they could put time limits on this, like once per hour max, if they were worried about overload..

got my vote as soon as i saw it, thank you for doing this.., i am on mobile phone now, sorry for not doing it myself..