Can Simplifi payees use same category assignments as Quicken?

checkyourmirrors

My hesitation to using Simplifi is the redundency of work on my part to assign Payees I have in Quicken to the same categories in Simplifi. I've been hoping/waiting that the assignments can be shared between the two tools and any idea if that has happened or on the roadmap?

Coach Natalie

Hello @checkyourmirrors,

Thanks for posting your inquiry to the Community!

Unfortunately, Quicken and Simplifi data is not interchangeable. With that said, however, our Product Team is reviewing options for this ability and we have an Idea post here in the Community that can be followed for updates.

https://community.simplifimoney.com/discussion/3390/data-transfer-from-quicken

Sorry for not having better news, but I hope this helps!

-Coach Natalie

Shermani

It helps, thank you. I will stay with Quicken and cancel my Simplifi subscription.