Issues with transactions, recurring, rules, connectivity, and tracking credit card payments (edited)

Ter1990
Ter1990 Member
edited May 19 in Feedback

No trial for this app- so you get to pay for a full year of something that is unusable in the current state - basically to test Beta software for them and pay to do it!

  1. Mass transactions just disappear- Yes, they were able to be retrieved, but only after being manually re-entered as the developers did not even notify of a problem for a full day almost. Therefore the transactions were then duplicated and had to be manually removed.
  2. Recurring bills just randomly skip an occurrence- cannot reliably budget or track bills/spending and payments would have been missed except i am still keeping a paper notebook for tracking. Again- complete waste of money if i have to continue to write everything on a calendar every month to not miss a payment.
  3. Rules NEVER work- Cannot get the transactions to update the name, nor the category. I have deleted and then added them back. Still nothing. Have to manually change all of my bills to the correct category every time.
  4. Almost no Accounts will sync with Simplifi. Major companies do not work at all. Some even are listed but do not connect.
  5. Credit Cards- how this works is beyond me- It is impossible to set up where you can see the spending in your reports and track the payments in your checking/savings accounts to pay the bills. It is just a huge confusing mess.

I am at a loss. I have used Quicken products for many years and never anything as half baked as this one. Mint was better than this 10 years ago. And it was free. I guess i will wait it out since i paid a full year, but really wish they would refund my money so i could find something that actually worked.

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