Add a Lifetime Planner to Quicken Simplifi

cehardin
cehardin Member ✭✭
edited November 2023 in Feature Requests

I'd like to switch from Quicken Classic to SimpliFi. However, the only feature missing for me to do that is the Lifetime Planner. I love that feature. Are there any plans to include it? I'd even be willing to pay a bit more for a "Deluxe" version of SimpliFi if it had that feature.

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  • RobWilk
    RobWilk Member ✭✭✭✭

    I would say to create an 'idea' post so it can collect votes, which increases the possibility of it getting implemented —- however, I suspect @Coach Natalie will be here in a little over an hour and probably can convert this post for you.

    —

    Rob Wilkens

  • RiversideKid
    RiversideKid Member ✭✭✭

    This is a must before leaving the Quicken Desktop Application.

    Lots 1-2-3 (1984-1988)
    MYM (Managing Your Money by Andrew Tobias) for DOS (1988-1994)
    Quicken for Windows user since (1994-2024) (Still wanting to IMPORT!)
    Simplifi by Quicken since (2023-Today)

  • the_scottster
    the_scottster Member ✭✭✭✭

    A similar request was

    https://community.simplifimoney.com/discussion/4458/retirement-savings-goals

    for a retirement planning feature.

    Long time Mint user jumping into Simplifi-world!

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