Ability to Move Simplifi Data to Quicken (edited)

PS CFO

I have been using Simplifi since the early days and I am mostly happy with the product.  There continues to be glitches with the transaction upload process and downloading transactions from financial institutions.  Nearly every month I have to manually create reports to reconcile to make sure all there are no duplicate or missing transactions.  Simplifi doesn’t have a reconciliation process.  Most months the Apple Card upload process throws out what it thinks are duplicate transactions.  There are not.  I have opens tickets for over a year with these issues.  I would like to try the more robust Quicken for Mac product but currently there is no known method to transfer the data.

Please create a process to move from Simplifi to Quicken.

Coach Natalie

Hello @PS CFO,

Thanks for posting your feedback to the Community!

I have gone ahead and turned this into an Idea post so that other Users can vote on it and our Product Team can review it. Please be sure to add your vote as well!

-Coach Natalie

pabielewicz

need old quicken files to import into Simplifi

Mark33323

Quicken imports into Simplifi is a feature that I will need. I plan to move from Quicken Classic at some point and Simplifi could be a good option.