Convert account between Quicken and Simplifi

bajones5791

I have no complaint about the documentation, and only failed to get a clear understanding for myself. I think it would be helpful to many users to have the ability to switch between the two products when they desire without fully cancelling and re-subscribing, connecting all accounts anew.

UrsulaA

Hi,

Looks like part of your question, "connecting all accounts anew", is answered in the feature requests below.

https://community.simplifimoney.com/discussion/comment/22058#Comment_22058

https://community.simplifimoney.com/discussion/comment/18037#Comment_18037

More information available here

Coach Natalie

@bajones5791, thanks for posting your request to the Community!

We have some existing requests for the abilities to move data between Quicken Classic and Quicken Simplifi:

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

https://community.simplifimoney.com/discussion/3187/ability-to-move-simplifi-data-to-quicken-edited

If you're looking for something further than a data transfer between the two programs, please provide more details as to what specifically you're requesting and how it would work so other users can vote on it accordingly and our product team can have a clear picture.

Much appreciated!

-Coach Natalie