Simplifi User Interface and Capabilities questions

NivaR
NivaR Member ✭
edited September 19 in Getting Started

Hello, I am new to Simplifi and the Quicken product line. I've set up Simplifi with my banking information and am wondering whether any of the following are possible. I have searched the documentation and Community but nothing has jumped out at me.

  1. Alerts: Can I set Simplifi to alert me when my bank Certificates of Deposit are coming up for renewal? I don't see a way to enter that data and/or set up an alert.
  2. Main dashboard: I don't need the panels that take up most of the screen (Holdings, Spending, Investments, Goals, Achievements, etc.) Is it possible to delete them all and allow the Account information which is my main interest to take up the space?
  3. Is it possible to download the Account Information column to a csv or other file on my computer? I see the option per-account but not for all accounts

If these are better done through the Quicken desktop software and not Simplifi, I can ask if I can pay for any difference and switch over.

Thanks,

NivaR

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Best Answers

  • DannyB
    DannyB Member ✭✭✭✭
    Answer ✓

    @NivaR

    1. All possible notifications are found under Settings>Notifications. Offhand I don't see what you are looking for.
    2. There is no way to delete or turn off the Dashboard cards, but you can simply click on "Transactions" in the left-hand menu (or click on "Banking" in the Accounts list for a full screen view of account data.
    3. I'm not aware of any way to download a complete data set of ALL accounts data in one file. I'm not sure you can even do that in Quicken Classic, but since the QC data file is saved to your personal hard drive, maybe there is a way to get that data in one file. Since a csv file is useful for importing to a spreadsheet, there are ways to connect your spreadsheet to your financial institutions for direct download of account data. Seems you might want to check into that rather than trying to "untangle" the data from another app like QS or QC.

    You will certainly hear from other users who can perhaps help you more adequately.

    Good luck.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    Answer ✓

    @NivaR

    For #1, Simplifi doesn’t offer a CD account type and I haven’t found a built in notification for, well notifying you. With that said, once you’ve added the CD as an account, you can create a transaction with a future date of the expiration and that will serve as your reminder. Until needed, it just hangs out as a box in the future “Reminders” area for the account. For the Payee, call it something like “CD - Expiration Date” and set the amount to $0. When the date arrives, just delete it since there is no real world transaction to match it too and the reminder has served its purpose.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

Answers

  • NivaR
    NivaR Member ✭
    edited August 21

    @DannyB Thanks for letting me know. Some of my banks have allowed getting raw data as spreadsheets but it is hard to automate that without compromising security. I'll work with what Simplifi offers. I used my Adblocker to get rid of the Dashboard cards since there is not a built-in for that.

  • NivaR
    NivaR Member ✭

    Thanks! This is very helpful.

This discussion has been closed.

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