Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

sasav

Having tested that app and many others upon the Mint shutdown, I can confidently say it does a large number of things well, and its interface was the best among all of the competitors I tried. That doesn't excuse that they're only available on one platform, which is ridiculous for 2024. It also doesn't change that censoring their name in this forum is very anti-consumer. I stuck with Simplifi for the price point, but there are features from two of the other big ones I would switch for if the price was right, and it's silly that we can't discuss the features that those competitors have.

RobWilk

You can ask for specific features. Even if you suggested "app x has this feature", it might be against copyright law for simplifi to go look at that other app and copy that feature exactly as they had it. Best to just ask for the feature and not mention where you saw it.

Braidedscull

All transactions from Amazon, Walmart, and eBay are categorized as "Shopping." in Quicken and Simplify.
Since these large online retailers are accumulating shopping activity across many different categories, correcting this activity requires a lot of manual effort. There are numerous problems in the process:
1) Subscription Fees are not easily discerned from shopping transactions
2) To correct the categorization, two separate screens need to be opened to identify the expenses against the purchased items
3) Transaction costs do not match the list on the online retailer since
3a) Taxes are not listed in the order history
3b) Multiple items may be purchased within a single order
4) When multiple Items are purchased, the transaction may require a cost-split

I am sure your users have experienced several other hassles, and the security/legal agreements to patch this problem are not minuscule. However, please add the appropriate API links to synchronize purchases from the large online retail shopping aggregators with spend categorization.

skadauke

I would also love this feature. I understand that sometimes the way Amazon splits things up doesn't make sense, and splitting things up automatically could be tricky.

What I think would be easy and already incredibly useful would be if Simplify added to the Note a listing of all the items that are part of the relevant order or part of the order, without trying to do any automatic splitting or merging.

Thanks for considering!

LongMeadow

Sorting out amazon/ebay/walmart expenses is by far the bulk of my time I spend on manual data entry on Simplfi.

I would gladly give Quicken all my passwords and let them harvest my shopping data if they could write an API to get me out of this time suck! I would also consider migrating my data to another expense tracking platform if someone else develops this feature first, but I don't want to go through all that trouble if I don't have to. Please consider this feature request, Quicken!

fightmilk

Upvoted. This is a must have for me to switch back from competitor.

I want to see product details imported into the notes section of each Amazon transaction it matches to. One competitor utilizes a community made extension to accomplish this.

Simplifi's advantage vs competitor would be that you can actually view notes as a column in the transaction table, instead of hovering over a tooltip or clicking on the transaction itself in the transaction list.

I really just use the net income feature and then browse through transactions, so this would be a huge help.

asheroto

If the Simplifi devs would open up the API for access, there'd be rapid feature enhancement like this. They would not necessarily even have to develop the functionality themselves because the Simplifi developer community could help create it. 😊

Coach Kristina

Hello @asheroto,

There is an existing feature request for a public API. If you haven't already done so, you may want to take a look and add your vote. Ideas that get enough votes may be implemented in the future!

https://community.simplifimoney.com/discussion/683/public-api-edited

Thank you!

SRC54

Part of the fun of my week is decyphering Amazon charges. 😁 It is fine if they just charge the total to your credit card and you can download the invoice but sometimes they split it into 2-3 charges and you have to figure out how much is sales tax and to which charge the points were credited! It is almost as if Amazon loves to puzzle us.

That said, it seems lately they are getting better at not doing that. I guess we should complain more to Amazon.