Don't Delete Accounts When Deleting an Institution in Settings:Accounts, Make Them Manual (edited)
I know that this happened to me when I was new as well as to many other new users of Simplifi.
You want to delete the institution in order to clear out bad connections or whatever. There is a warning that connected accounts and transactions will also be deleted but this warning is not scary enough.
My druthers would be for Simplifi to make the attached accounts manual so that if a user really wants to delete them, they'd have to go delete them individually.
If that cannot be done for programming reasons, then the second best thing would be a really SCARY warning with a skull and bones and a big RED X that would also require the user to type in the words DELETE ASSOCIATED ACCOUNTS.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)
Comments
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Another idea that needs more votes! We need backup and restore or at least a restore point even if it is only good for 24 hours.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0