Evaluating Simplifi - Wishing to transition from Quicken
I've loaded Simplifi with my many accounts within the last month. I have tried several of the online personal finance options over the last few months including Mint, Personal Capital, and others. I currently maintain 24 accounts including banking, credit cards, investments, and a mortgage. Two of my primary evaluating factors are the ability to maintain connections to financial institutions over time without constant user attention such as account re-linking and the timely downloading of transactions for each account; cleared/pending. They both go hand in hand and are critical for the best basic user experience.
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