Simplifi Suggestions (edited)
Three features I would like to see in Simplifi;
1 - When I enter a transaction, it would be helpful if Simplify added the category that was used the last time that transaction was entered.
2- I occasionally get an email from Simplify telling me that I have an uncategorized transaction. When I click on the link in that email it does not take me directly to the transaction that needs to have a category.
3 - Check numbers! What happened to check numbers? That column has disappeared. I can't imagine any reason why that has happened.
[edited for clarity]
Comments
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1- Someone may have already requested that and you can vote on that here:
2. I believe it takes you to the spending report, where if you click (on the web) on "Uncategorized" (sometimes you first have to click "Everything else") you can see those transactions. That may not be what you were expecting, and if you think the e-mail should specifically take you to 'Uncategorized" on the spending report, then I think you might have to make a new idea post (or bug report?) that we can vote on (this post might suffice if it is a bug report).
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Rob Wilkens - RobWilkens.com0 -
I didn't even realize that check numbers had disappeared. I write so few checks. The register is in a state of flux and big changes are coming, so I imagine that check numbers will return.
Simplifi will usually remember the category if it downloads the transaction first, but if you put in a manual transaction, you have to do it yourself.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
The Check # column missing is a bug that will be fixed in the next couple of weeks:
-Coach Natalie
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