Love Love Simplifi!, BUT please add these features
After over 20 plus years using Quicken for business and personal finance management, I feel Quicken has finally arrived with Simplifi!!! I have a couple of feature requests that would help me.
Please add “Reviewed” option for “Investments” accounts.
Please add actual file uploads from iOS app for receipts.
Please add actual picture uploads from the web for receipts.
I go back and forth between the iOS app and the web portal, and am really embracing the receipt upload feature. It is a little cumbersome not having identical upload options when managing my expenses for 2 small businesses while on the go.
One small business I manage uses an “investments” account for expenses, and it would be very helpful to have “reviewed” feature available.
Comments
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Hello @BSD25,
Thanks for reaching out! We do have a couple of idea posts for these topics that you may be interested in voting for here:
As for the third idea you listed, I believe you are already able to upload images as attachments to your transactions. Can you clarify what specifically you mean by that idea? Additionally, if you ever don't see an idea that has already been created, you can always create your own idea post that others can vote for!
I hope this helps!
-Coach Jon
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@BSD25 ,
That 3rd link is an important one. It's the best way to get Simplifi to consider your idea. Once you create an Idea Post, the rest of us can vote on it. The more votes, the more consideration Simplifi can give it - usually.
Glad you made the transition to from Quicken to Simplifi. I too have loved it and wouldn't look back.
Chris
Quicken Simplifi user since 2021.
Quicken Desktop user since 2014.
Spreadsheet user since forever.1
