Ability to Move Simplifi Data to Quicken (edited)
Please create a process to move from Simplifi to Quicken.
Comments
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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
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need old quicken files to import into Simplifi
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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.
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I have data from 1998 forward in Quicken Classic and need to maintain it when moving to simplifi. For now we’re stuck. Please make this a priority.
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Seems like there would be a business case for this on the Quicken side as well to up-sell to a more robust/expensive product. There are features I'm not getting from Simplifi (mostly around reporting) that I would be interested in getting from Quicken, but if I have to do a full restart/manual upload process no matter what it opens me up to evaluating multiple products as opposed to going the path of least resistance.
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It would just be nice if Simplifi could export and import QFX.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
Microsoft Money (Windows) 1991-2009
Dollars & Cents (DOS) 1987-19910 -
I am also interested in migrating from Simplifi to Quicken but the inability to transfer my data would be a deal breaker.
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I am having constant issues with Simplify and it's errors when trying to download Merrill Edge information. Thinking about upgrading to Quicken, which is more expensive, but Simplify has no ability to export info like categories or QFX files. This seems stupid because customers can't upgrade easily. I see people have requested this option since 2022.
Disappointed with Simplify constant bugs regarding downloading info from a major bank.
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I ended up migrating all my simplify data manually to Quicken for Mac. It's a much better product. Not perfect but well worth all my efforts.
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