Deletion Security Prompts

Simpli_User_101
Simpli_User_101 Member
edited April 8 in Feedback

There needs to be a prompt when a user deletes something. Something like 'THIS IS GOING TO BE DELETED, ARE YOU SURE?'. This is basic UI going back to the like the 90s, I'm at a loss why its not here.

I'm a little aggravated because I just tried to enter a SPLIT transaction by double clicking on the row and it deleted mutiple transactions before i realized what was happening. I tried to replicate with a screen grab but was unable. I think what may have happened is when I clicked in there was a lag to open the window (I've been seeing this for the last few weeks). I became impatient and double clicked again but may have clicked over the 'DELETE TRANSACTION' option on the transaction window and … poof … gone. Not warning, no security, gone.

So now I have less confidence in my data set because … has this happened before and I never realized it? Do I need to validate against every account balances going back three years?!

This is really three issues:

  1. When Simplifi is going to delete something, verify with user before deleting. I'm shocked I'm writing that in 2026.
  2. The DELETE TRANSACTION button on the bottom of the transaction window is in a REALLY bad place, that needs to be somewhere else. (related, the DELETE ALL SPLITS option on the split window is just as bad, right below ADD SPLIT. Can't tell you how many times I've hit DELETE ALL SPLITS instead of add splits, such bad UI).
  3. Window. The lag on the window is awful. Sometimes its ok but when its finicky it sucks.

Lots of good things coming out but we're sacrificing basics and thats no good.

[removed]

Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Simpli_User_101,

    Thanks for reaching out and for your feedback! We do have a couple of great idea posts that you may be interested in voting for that align with what you were requesting here:

    As for the window lag you mentioned, this is not something I have personally seen, but you can try signing into Quicken Simplifi in another web browser to verify if that works better for you.

    I hope this helps!

    -Coach Jon

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited April 7

    There is also an immediate UNDO that comes up in a black box down toward the bottom left on the web app. I've used it myself when I did the wrong thing. It stays there for a while, about 10 seconds or so.

    Another idea would be to have a more prominent UNDO button somewhere that would let you undo something even longer.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Dollars & Sense (DOS) and MS Money (Windows) 1987-2009

  • As a follow up, I bought Claude Premium ($20/month), downloaded all of the bank transactions going back two years from 4/19/26 and had it analyze the current Simplifi export vs. actual bank transactions and there were several anomalies between data sets, going both ways:

    Simplifi missing transactions from the bank

    Simplifi having transactions that are not on the bank statements (looks like double dipped transactions when it switched from pending to posted, specifically around Nov 25).

    Fact is, my confidence in Simplifi's data set is weakened, anything older than two years is still a black hole since I can't download those transactions from the bank and I'm another $20 in the whole to try to restore that confidence and use Simplifi.

    Not a good look for a product that keeps raising it's price every year.

    I'll follow up with a post on the subreddit about this too so the larger community is aware.