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Data Loss Fear Put To Rest!

John Wells

I currently have a subscription with both Quicken Classic and Simplifi (trying to decide if Simplifi is my future after using the legacy Quicken since 1999 - that's MS-DOS days!) My reluctance to make the switch hinged on the fear of data loss (with all my data on a Quicken server).

Yesterday I contacted Quicken Classic support to help with a "cloud" data issue which accidentally resulted in the deletion of my Simplifi data! In "Classic" Preferences / Quicken ID & Cloud Accounts it shows (2) accounts although clicking on that only the one associated with Classic shows up. THE "GHOST" ACCOUNT IS SIMPLIFI'S which their engineers deleted! Perhaps they don't know about this anomaly? I requested a call back with Simplifi support, and the service rep who called was able to quickly restore all my data (must assume they keep a backup besides the active data file(s).) I only had to log out and then back in to Simplifi in my web browser and my Android app. EVERYTHING was back to the way it was before the accidental account data deletion (my last use of Simplifi). Being a retired IT guy, this tells me that Quicken has the active server's files sufficiently backed up!

I still have until October to use both products (my Classic subscription must be either renewed or terminated then), but at this point Simplifi is in the lead to win! That's saying a lot for an old dog like me to change his ways after using Quicken Deluxe for 26 years!

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Comments

RobWilk

That's very good to know, i've never experienced this before so I had no idea.

DannyB

Hi @John Wells

I started with MS Money in the mid 90' and switched to Quicken somewhere around 2005. I made the move to QS a few years ago. I have not been disappointed with this change, and I don't miss QC at all. The QC data files still exist on a storage hard drive somewhere, but I don't really feel any need for that old data and can't imagine when or if I'd ever need to dig back into that old data.

QS gives me just the right tool set to manage and track our money dance now that we are both retired and we are not managing any side gigs, rentals, actively building our investment accounts, etc.

SRC54

I wonder if QS Support could restore an account that one accidentally deletes if one calls Support immediately. Admittedly, this is less apt to happen to me now than when I started with QS. But I once deleted a bank thinking I would reconnect the account later and was shocked to see it deleted the account as well! Fortunately, it was just a credit card account with about 25 charges. I was able to reimport them from QC. Lesson learned.

I also hope that there is more of a warning than there used to be. I could try deleting an institution to see but fear doing so although I know there will be a confirmation but the confirmation should say that this WILL delete any accounts associated with the institution and you CANNOT get them back.

It would be a good policy for QS to have that you have some hours to restore your account when you foul up.

But in a November 2022 post, Coach Natalie said it wasn't possible and that even Support couldn't do it. I wonder if this has changed?

John Wells

Thanks to all for the feedback and encouragement going forward with QS! @DannyB, I still have considerable investments with Fidelity and Edward Jones, which for some strange reason do not update until midnight or later after the day's trading. Classic updates the day's closing prices NLT 5pm. I was told by Natalie that it's a Fidelity issue, but why are the daily Fidelity updates different with Simplifi than with Classic? But alas, I'm OK with midnight or next morning because I can always look at the "Daily Change" on Fidelity's website. Thanks again everyone!