New Feature Requests for Quicken Simplifi

Tw1sted

Hi, I have been a Quicken Desktop user for over 10 years, but recently started Quicken Simplifi.

I would like to request a few enhancements to the platform:

1. Assign payee rules for manual entries - when I create a transaction and select a Payee, the category should be auto populated.
2. Ability to modify dashboard tiles - for example, I don't want to see Investments, Achievements.
3. On the dashboard tabs, when I have created a Saving goals, it should not create another box requesting to create another goal
4. On the Accounts bar on the left, we should be allowed to hide the "Investments", "Assets" and "Liabilities" accounts, as I don't use them
5. Hide the "Investments" option on the left side of the bar, since I don't use it for Investments tracking

Thank you.

ajbopp

Number 2 is an existing request. You can vote on it here

Tw1sted

Thank you, voted

UrsulaA

Number 4 also exists, vote for it below.

https://community.simplifimoney.com/discussion/comment/22765#Comment_22765

Tw1sted

Voted

Coach Natalie

@Tw1sted, thanks for posting your suggestions to the Community!

I went ahead and moved this out of Feature Requests, as you want to outline and request just one individual item per Idea post so that particular item can be voted on and reviewed accordingly. Our guidelines for creating Idea posts can be found here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

With that, in addition to the existing requests provided by AJ and Ursula above, we also have an existing request for your first item:

https://community.simplifimoney.com/discussion/2561/ability-to-use-transaction-rules-quickfill-for-manual-transactions-edited

-Coach Natalie