Has anyone moved from Quicken Classic to Simplifi?
If so, I'd like to hear about your experience [opinion, suggestion, etc].
I was informed that I'd start from scratch in Simplifi [can't transfer/import data]. How did that go?
Best Answers
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I made the switch in January 2022 and haven't looked back. Quicken Simplifi (QS) is a completely different animal than Quicken Classic (QC) so much so that you can't even import a Quicken Classic data base as you have been informed. I didn't bother with trying to import data older than 90 days directly from my banks and financial institutions. You can import transaction data - follow this link to see how.
[added link to article]
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
As Danny says, it's a different kind of product. Just leave your old data behind. I still have Quicken Classic and I maintain both but they are so different.
I did import my 2021 data in November of 2021 using the CSV format, but it took a lot of work. Was it worth it? Yeah, for me, but I was retired. I wouldn't worry about it. After a couple of months, you will have the hang of it.
The Spending Plan makes it worth while. It's much better than old fashioned budgeting in Quicken. QS is improving all the time. QC is pretty much stagnated.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)1 -
I used QC for too many years to count, but when I discovered the Simplifi app it appealed to me enough to purchase a subscription last fall. It was initially quite painful and a tremendous amount of work because it never worked correctly for me. The issues I was having were known, and after several weeks it started working better and better. But, I still ran QC and QS simultaneously because I couldn't completely trust QS. After a few months, 3ish as I recall, it was working so well that I quit using QC and just recently turned off the auto-renewal for it. I'm quite happy that I converted even though there is an occasional glitch. The improvements they make are frequent, and it just gets better and better. I have everything set up how I want it, and I've been on full cruise control for several months.
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Answers
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@drdively
I’ve done this transition. Here’s a reply I gave to a question like this awhile back. I think you’ll be pleasantly surprised when you switch. Regarding starting from scratch, I liked it that way; turning a new leaf and all.https://community.simplifimoney.com/discussion/6898/should-i-switch-to-simplfi-from-quicken-classic#latest
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.0
