Add the bank's URL in accounts for easy navigation to their websites (edited)

jlcouch63

For manual accounts that can't be directly connected to simplifi, add a url link to their respective websites. Allows for quick access. Find a way to reduce the friction of keeping manual accounts up to date.

EL1234

Nice idea!

SRC54

In fact, in Quicken Classic there was a basic connection type called Web Connect and Express Web Connect (there may still be) that would connect manually to your bank and download an OFX/QFX file, and it would update that way. Once you set it up, Quicken knew how to fetch it and would apply it to the correct account.

Unfortunately, this wouldn't help much these days as a lot of FIs that used to offer them no longer does. My local bank still offers it as well as QFX, and I can use it in Classic when the bank connection fails. But my manual credit Card, Coign doesn't nor does Fidelity any longer. I use Apple's once per month download of QFX to update those accounts in Classic.

Coach Kristina

Hello @jlcouch63,

Thank you for sharing your feedback! I converted it to an Idea post so that other users have the opportunity to vote for this feature. Ideas that get enough votes may be implemented in the future!

Thank you!