Simplifi access after account expiration
I used desktop quicken for many years, and about a year ago switched to Simplifi. I would like to go back to using classic desktop, but am concerned about losing access to my simplify transactions.
After my Simplifi subscription expires, will I still be able to log in to see historical transactions?
Best Answer
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Hello @Phlach,
To answer your question, no, you will not be able to access Quicken Simplifi after you terminate your subscription or your subscription expires (for more information, please click this link to see the subscription FAQ).
However, that does not mean that all your data is lost. You can export your data to a .CSV file and preserve that exported file for as long as you want/need. For information on exporting your Quicken Simplifi transactions to a .CSV file, please see the article linked below:
Warning - If you track investment accounts in your Quicken Simplifi, please be aware that there currently isn't a way to export investment transactions. You should still be able to screenshot the data or manually transcribe it to a file on your computer.
I hope this helps!
-Coach Kristina
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Answers
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Thank you for the response @Coach Kristina. csv should work great for the data. Is there also a way to also bulk download attachments (other than one at a time)?
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Thank you for your reply,
Unfortunately, I'm not seeing any way to bulk download attachments. I can see there is an Idea post requesting similar functionality be added:
Thank you!
-Coach Kristina
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