Best Of
Re: Simplifi has the worst customer service
I think the support experience is very different for people whose financial institutions link successfully than it is for people whose financial institutions repeatedly fail to link properly.
Front line support has few tools to use to help with those connection failures. They can suggest you unlink, relink, create a fresh connection, check passwords, etc., but if the problem is with the aggregator or the bank there is nothing they can really do except report it and hope it gets fixed.
Unfortunately, fixing problems with an aggregator or a bank can often be a slow process and is not always successful. Because downloading transactions is one of the most important aspects of this kind of software, that failure has a huge impact on the user experience.
My financial institutions work well with Simplifi. If they didn't I would be pulling my hair out.
DryHeat
Re: Simplifi has the worst customer service
Has everyone at this point noticed that Quicken Simplifi has the worst customer service?
Nope, in the almost 4 years of being a QS customer, I haven't noticed that at all. I've always experienced top notch support from the Quicken Simplifi support team on the few occasions I've hit a bump. I don't experience consistent errors or issues that keep me from being able to use the app. Quite the opposite, I have had very few issues or problems with this platform let alone issues that have required assistance from customer care to address. So sorry your experience hasn't been the same.
DannyB
Re: Unable to scroll to the bottom of the navigation menu and other pages on tablet web browser (edited)
@Coach Jon …. Thank you very much for keeping me updated!
Jlexky
Re: "Notes" cannot be updated from Transactions page
@RobWilk, thanks for the reply! I'm glad to hear that what you experienced was a one-time thing.
As for not being able to edit notes, I am not seeing this issue in my own Quicken Simplifi. I was able to tab through the fields of a transaction inline (directly in the register) and make changes as expected. I am also able to open the Transaction Detail view and make changes there as expected. With that, please provide a video of the behavior so we can get a clearer picture of what's going on.
Re: QBP: The "Project" should also print on Invoices (edited)
This is so important I really hope they consider it. Its important when you have multiple projects with a client but they are billed seperately it helps the client process it through the right channels.
JMWDBA