Quicken Assist Chat: Share your feedback here!

Coach Natalie

Try out Quicken Assist Chat and share your experience! We’d love to hear how it’s helping you manage your finances and any suggestions you have.

The announcement for this feature has more details on how it works:

https://community.simplifimoney.com/discussion/15724/new-feature-alert-quicken-assist-chat

SRC54

Well, I have been giving it a go. I used it to look for a future transaction with the amount $20 that disappeared yesterday. I had saved it and then was editing it and poof, gone. It didn't find it but maybe I didn't have one. I was just stabbing in the dark.

One of its canned suggestions was something like "Search for transactions without categories". I shouldn't have any but I gave it a go and it found 50 transactions and suggested categories and offered to change all 50 for me. 49 of these already had categories and the one that didn't was an investment transaction that didn't need one. Anyhow, I didn't take Mr. Assist up on the offer.

A little while later I tried it again and got the same result. Quicken Assist warns you that it can be wrong so I urge caution when using it.

SRC54

Here's another suggestion I took and QA's response. It offered a detailed list or a summary. I chose the summary of my monthly subscription costs, and here is QA's response:

"I extracted recurring series that look like subscriptions or membership-type charges and aggregated them into a condensed list. I included clear streaming/services, app subscriptions, phone/Internet/security memberships, and annual subscription products. If you want any item removed or added, tell me which ones and I’ll recalc.

Condensed subscriptions & membership-type recurring charges (active):

• YouTubeTV — $82.99 monthly
• YouTube Premium — $13.99 monthly
• Apple Music — $16.99 monthly
• Apple iCloud (Apple Cloud) — $2.99 monthly
• Spectrum (Internet) — $115.00 monthly
• Cricket Wireless — $90.00 monthly
• ADT (security) — $21.99 monthly
• Apple Cash (recurs every quarter) — $200.00 every 3 months (≈ $66.67/month)
• Walmart Plus — $107.32 yearly (≈ $8.94/month)
• Quicken — $84.50 yearly (≈ $7.04/month)
• Geni Pro — $149.00 yearly (≈ $12.42/month)

Totals (condensed list):

• Combined monthly cost (adds recurring monthly charges + monthly equivalents of quarterly/yearly): $439.02 per month (rounded)
• Combined annual cost (monthly total × 12): $5,268.24 per year (rounded)

Notes and assumptions:

• I included items whose payee/description clearly indicate subscriptions or memberships. I excluded utilities, taxes, insurance premiums, donations, repairs, and many one-off or community payments unless they clearly represent membership/subscription services.
• Quarterly amounts were converted to a monthly equivalent by dividing by 3; yearly amounts were divided by 12 to get a monthly equivalent.
• Rounding: monthly equivalents were rounded to two decimals and final totals were calculated from those rounded values.

If you want: 1) a full itemized export of every recurring series (all 71) or 2) a refined list that also includes insurance / HOA / church donations, tell me which and I’ll update the breakdown and totals."

I gave a thumbs up to Assist for this and copied it to the clipboard. I wouldn't have included the Apple Cash transfer but otherwise, I don't see any problem with this summary.

Note: I use Subscription more than bills for most things that are paid automatically. And yes I spend too much for Internet. Probably will drop YouTube Premium too.

Next I told QA to remove Apple Cash from the list, and here is that response:

"Done — I removed Apple Cash and recalculated your condensed subscriptions list and totals.

Updated condensed subscriptions & membership-type recurring charges (active):

• YouTubeTV — $82.99 monthly
• YouTube Premium — $13.99 monthly
• Apple Music — $16.99 monthly
• Apple iCloud (Apple Cloud) — $2.99 monthly
• Spectrum (Internet) — $115.00 monthly
• Cricket Wireless — $90.00 monthly
• ADT (security) — $21.99 monthly
• Walmart Plus — $107.32 yearly (≈ $8.94/month)
• Quicken — $84.50 yearly (≈ $7.04/month)
• Geni Pro — $149.00 yearly (≈ $12.42/month)

Updated totals (monthly equivalents):

• Combined monthly cost: $372.35 per month (rounded)
• Combined annual cost: $4,468.20 per year (rounded)

Notes:

• Yearly items were converted to monthly equivalents by dividing by 12. Totals are based on those monthly equivalents and rounded to two decimals.
• I excluded utilities, insurance, taxes, donations, and other non-subscription recurring charges per your earlier request.

If you want, I can: export this full itemized list, group these by billing frequency or account, or save them as a Watchlist to track monthly spending. Which would you like?"

All in all, very impressive.

And finally, I took QA up on its offer to make a PDF and it took me to Reports, but it was cumbersome and I didn't really want to do that. It suggested I make a Custom Report, which isn't an option. Then I told it to make me a Watchlist and it did, and it told me I could export that as a PDF. I couldn't find a way to do that either. So it seems that these are options that are coming to Simplifi that aren't yet available.

FutureEye

Can you give me access ? I have not received it yet even though I have enabled early access.

@Coach Natalie , @Coach Jon or @Coach Kristina

Coach Natalie

@FutureEye, thanks for your interest in this feature!

We are currently at just 60% of Early Access. Once our product team rolls out the feature to additional Early Access users, you will receive it. Those updates will be posted here and in the announcement for this feature.

Thanks for your patience!

SRC54

https://community.simplifimoney.com/discussion/comment/65783#Comment_65783

Hang in there; it won't take long before they add more users. It is somewhat random who gets it. I don't always get things in the first go around. Also, it will give them time to make more refinements and add more features to QA. I would think this would be of more use to newbies than more experienced users.

FutureEye

ok thank you