Importing Payee Lists

AchaarLonache

I am evaluating Simplifi. I don't see a way to import payee lists, which seems like basic stuff.

Example: Suppose I've got a bank account with Citi, Wells Fargo, or whoever, and I've been using their bill paying site online to pay bills. In many cases, these providers will let me export my list of payees as a flat file.

Naturally, if I were shifting over to Simplifi, I would not want to manually recreate all these payees. I'd just want to import the list and have Simplifi auto-recognize everything it could and create corresponding payees there for me, saving me hours of labor.

For whatever reason, Simplifi does not seem to be able to do this.

Am I missing something?

Is this on the roadmap?

(You'd think product managers wanting to gain buy-in and get people to switch to Simplifi would make this a top feature for their coding teams to implement.)

Inquiring minds want to know.

Coach Kristina

Hello @AchaarLonache,

Thank you for reaching out and providing your feedback! While Quicken Simplifi does not currently have a Payee List feature, there is an active Idea thread requesting one. It isn't on the roadmap yet, but Ideas that get enough votes may be implemented in the future. I'd recommend reviewing the Idea and adding your vote and following the Idea for updates:

https://community.simplifimoney.com/discussion/854/add-payees-list-ability-to-manage-payees-edited

While a Payee List feature does not yet exist, you may be able to use Transaction Rules to ensure that your transactions appear in your registers the way you want them to appear. You can review these articles for more information on setting up Transaction Rules: https://help.simplifimoney.com/en/articles/4792733-how-to-use-transaction-rules & https://help.simplifimoney.com/en/articles/4792734-using-transaction-rules-on-the-mobile-app .

I hope this helps!