Starting with Quicken Simplifi

HGiara

I have been using Quicken 2007 for all these years. I have several banks and registers for 5 different credit cards. The registers list the vendors and I reconcile them as I do for the banks. Will I be able to use Quicken Simplifi?

Flopbot

@HGiara ,

Welcome to Simplifi! With the list you provided, Simplifi will be a great fit. One thing to note, Simplifi doesn’t have an account reconciliation feature, per say. That said, I found a method that works quite nicely for me and I don’t miss more completed account reconciliation processes; of which I’ve tried multiple. See my post here from May 28, 2025 for details of how that works.

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