Where to start... Here are my top four so far.

jimhoflen

Allow simpler reconciliation of online accounts. Show running daily balances. Handle loan recording and amortization schedules. Allow all fields to be imported from Quicken Classic - not just limited csv. When most or all are implemented, I'll switch full time.

Coach Kristina

Hello @jimhoflen,

Thank you for sharing your feedback! The four features you list are all features which have previously been requested.

Here is the Idea post for the ability to import from Quicken Classic:

https://community.simplifimoney.com/discussion/3390/data-transfer-from-quicken

Loan recording and amortization schedules have also been requested:

https://community.simplifimoney.com/discussion/2137/ability-to-manage-and-track-transactions-and-details-on-loan-accounts-edited-1-merged-vote

https://community.simplifimoney.com/discussion/28/amortization-schedule-for-loans

When you ask for a simpler reconcile feature, do you mean you prefer a process other than clicking the Reviewed checkbox? If that is the case, I can see there is an Idea post requesting a reconcile feature be added to Quicken Simplifi:

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

Please review the ideas linked above, and if they are what you'd like to see added, please add your vote and a comment. Ideas that get enough votes may be implemented in the future!

The option for a Running Balance column was requested, but declined by our teams. For more details, please see the Idea post:

https://community.simplifimoney.com/discussion/19/running-balance-column-edited-3-merged-votes

I hope this helps!