Reconcile Accounts by Statement Upload

stevel0821

There's no reconciliation tool in Quicken Simplifi. At the very minimum, there should be at least a manual reconciliation tool, but I would like to be able to perform account reconciliations in Quicken Simplifi by uploading either a PDF copy of the account statement, or by uploading a data file export from the bank containing the transactions in the statement. Quicken could then analyze the statements to determine the statement dates, starting/ending account balances, and transactions, auto-match the ones it can, and ask me what to do with transactions it found in the statement but not in Simplifi, and vice versa.

Coach Natalie

@stevel0821, thanks for posting your suggestion to the Community!

I'd recommend adding your method for reconciling accounts in Quicken Simplifi to the following Idea post so it can be reviewed by other users and our product team:

https://community.simplifimoney.com/discussion/156/add-a-reconcile-feature-edited-1-merged-vote

We also have this Idea post that you may be interested in:

https://community.simplifimoney.com/discussion/12693/ability-to-upload-documents-to-an-account-such-as-statements-edited

For more details on Idea posts here in the Community, please see our FAQ here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!