Add a reconcile feature [edited] (1 Merged Vote)

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Comments

  • Andre Cheply
    Andre Cheply Member ✭

    Very nice but Canadian users cannot connect to the bank (ex: TD) so we are entering transactions manually and compare with the bank statement at the end of the month

  • DryHeat
    DryHeat Superuser ✭✭✭✭✭

    @Andre Cheply

    Canadian users cannot connect to the bank (ex: TD)

    I live in the US but I spend quite a bit of time in Canada. I have bank accounts in both countries and I use Simplifi both when I am in the US and when I am in Canada.

    I am able to connect to both US and Canadian bank accounts. It doesn't seem to matter which country I am in at the time. (My Canadian accounts are with CIBC, not TD.)

    There are multiple choices for TD in the "Add account" window (see below). Do none of these work for you?

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    DryHeat
    -Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

  • TiggerTrainer
    TiggerTrainer Member ✭✭✭✭

    While I like how simplified Simplifi is, I do think that account reconciliation is important. This would be a great optional feature.

    TiggerTrainer

    Quicken Simplifi user since January 2025

    Quicken Classic (Premier) user since 2004 - 2025 (21 years)

  • msanders93
    msanders93 Member

    As a business software, Simplifi Business & Personal should have a reconciliation feature with the ability to print the reconciliation. Every year our CPA asks for a reconciled bank statement for each of our business accounts for the last month of the fiscal year. He needs the statement and the reconciliation. I would really like to see this feature added. Thanks.

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