Best Of

Thanks for the feedback and for taking the time to detail these out! We usually try to keep posts in the community to an individual issue, but I can certainly understand and appreciate what you listed here.

If you do wish to troubleshoot any of these issues further, you can create individual posts for each issue, and we can help troubleshoot them together.

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

Coach Jon

1

Re: where is the reports tab on quicken simplifi

Hello @starfish,

Thanks for reaching out! You can locate the Reports tab using the navigation menu on the left-hand side in Quicken Simplifi.

I hope this helps! Let us know if you still cannot locate the Reports tab!

Coach Jon

1

Re: The Split Transaction function does not allow you to split an item across several months

@zooey5253, thanks for reaching out to the Community with your suggestion!

I know that splitting a transaction across multiple months is not something Quicken Simplifi has ever offered, and I don't think Quicken Classic does either. At any rate, I did find this existing Idea post that you may be interested in:

https://community.simplifimoney.com/discussion/1891/planned-spending-add-one-time-expense-that-crosses-multiple-months

Although not specifically referring to transactions, this ability would allow splitting larger expenses across multiple months in the Spending Plan via Planned Spend. Planned Spend is the typical way to track expenses that fluctuate each month, such as groceries. If this is something you'd like to see, please add your vote and feedback!

There is also the option of using Savings Goals to split large purchases across multiple months. The following Community FAQ has more details on this!

https://community.simplifimoney.com/discussion/3446/tiptuesday-using-savings-goals-to-break-down-annual-bi-annual-expenses-in-the-spending-plan

Let us know if these existing topics are what you're looking for!