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:
I sometimes can't remember all the instructions from a chat and the box blocks part of the Settings menu as well as the "three dots" that allow me to edit transactions. It would help to either make it moveable or have it pop open in another window so I can refer to the instructions as I perform an action.
Hello @dbuelke,
Your post has been merged with the official feedback thread for Quicken Assist Chat, which is currently in Early Access testing, so it can be reviewed by our product team.
Thanks for sharing your feedback!
The AI having access to data set in quicken is a valuable resource. Just want to say thanks for adding it.
Hello @RobWilk,
Your post has been merged with the official feedback thread for Quicken Assist Chat, so it can be reviewed by our product team.
Thanks so much for all of the lovely feedback! Moving forward, please post anything related to this feature via the normal channels.
https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support
