Reconciliation in Quicken Simplifi Business & Personal? (edited)

CRA

I currently use Classic Personal & Business for Mac. While I find it quite useful, I would like to be able to work in more of a mobile friendly environment. Does the new Quicken Personal & Business have the same reconciliation workflows that there is in classic? It is important that I have this feature if I was to migrate over. Anyone out there switch from the Classic P&B to the new Quicken P&B

Also does Quicken Personal & Business work well for Rental Properties?

Thanks

Coach Natalie

@CRA, thanks for posting your inquiry to the Community!

At this time, Quicken Simplifi does not support account reconciliation, even in our Business & Personal product. However, we do have an Idea post that you can add your vote and feedback to! Idea posts allow our product team to gauge user interest in a specific change or enhancement.

https://community.simplifimoney.com/discussion/156/ability-to-reconcile-accounts-edited-1-merged-vote

As for rental properties, there is currently no support for this in Quicken Simplifi Business & Personal. For rental property management, we recommend using Quicken Home & Business for Windows. Quicken Simplifi is more geared towards small business owners and sole proprietors.

Sorry for not having better news for you, but I hope this helps! Let us know if there are any further questions.

Flopbot

@CRA,

See my past from May 28, 2025 for a workable reconciliation process in Simplifi. While not traditional, I’m very happy with it.

https://community.simplifimoney.com/discussion/156/ability-to-reconcile-accounts-edited-1-merged-vote#latest