Quicken simplifi - 28 Aug 2023 ... I just purchased Simplify for my iPhone and I completed the set-up. Am I able to use the app or web version on my MacBook?

 
quicken is just as skeezy as Intuit with it's subscription model that was preceded by collusion with the banks to shut down downloads if you didn't upgrade. the current product is based on a cludgy web interface and is overly complicated. the 1990s version of quicken did everything you needed it to and it hasn't been improved in any meaningful .... Slot machine online free

You'll want to be absolutely certain that you're deleting the newly created account(s), as deleting an account in Quicken Simplifi is a permanent action, and we don't want you to lose your historical data from the existing account.For more details on deleting accounts in Quicken Simplifi, please see our Support Articles here for Web and here for Mobile.Quicken software is one of the most popular personal finance management tools available in the market. It helps users manage their finances, track expenses, create budgets, and mor...Feb 23, 2024 · In 2020, the people behind Quicken created Simplifi, which offers a simple approach to budgeting. Quicken software differs from Simplifi in that it’s designed to offer more advanced tools and be more tax-related. Quicken software offers many features related to business budgeting, investment tracking, tax reporting, and more. Simplifi by Quicken (related to Quicken Loans) was created to offer a more hands-off approach to budgeting. The app sets up a budget automatically based off your previous spending. (So they have to sort through your Amazon and Target purchases and make assumptions about that spending—when you know you bought toilet paper, snacks …Quicken Simplifi also wouldn't need to create a Reminder for you, as these will already exist once the Series is set up; it would just be a matter of the amount for that Reminder adjusting automatically based on the account balance. I think most users, myself included, currently manually update the amount of their upcoming credit card Reminders ...Quicken is, of course, one of the better-known financial app companies, and it has a load of different products. Quicken Simplifi is the most basic, and obviously, the company is hoping that it ...Quicken is, of course, one of the better-known financial app companies, and it has a load of different products. Quicken Simplifi is the most basic, and obviously, the company is hoping that it ...Find any bill in the app, in any transaction list or in your settings. Once you select the bill, select Connect, or go to the Options menu in the upper right and select Connect Biller. Enter your name and password for that biller to connect your account. It’s that easy. From now on, Simplifi will reflect the actual amount of each connected ...Feb 29, 2024 · Quicken Simplifi, as you are discovering, works differently from Quicken Classic. I switched from Q Classic to Q Simplifi a couple of years ago and haven't looked back but, again, it's a different animal that often throws new users for a bit of a loop since it works so much differently than a typical budgeting and tracking app. With [Quicken] Simplifi, I open my phone and I know in 5 minutes if I can afford the expensive item I want or I should hold off to next month or buy something cheaper. Guillermo Quicken is a useful, potentially life-changing tool that helps people take a confusing array of data and present it so that people can make important decisions in their ...29 Jun 2021 ... Quicken is the #1 best-selling personal finance software in the US. Learn more at https://www.quicken.com. For Quicken Simplifi tips and ...Refunds for electronically delivered products through Quicken are typically applied to your debit or credit card within 3 - 4 days. If you purchased an electronically delivered product (download) from another retailer, you will receive your refund via a paper check in 3 to 4 weeks. Note: Canadian customers will receive an email with a link and ...Quicken is the #1 best-selling personal finance software in the US. Learn more at https://www.quicken.com.For Quicken Simplifi tips and tricks, visit:https:/...AirMeet is a platform which allows users to host virtual conferences, work meetings, and chats. It promises to do this without a lot of complicated setup. AirMeet, the online event...Simplifi is a money management app offered through Quicken. The goal of the app is to provide a complete picture to help you manage your finances effectively. Quicken launched the new app in 2020. Quicken has been in the financial management software space for over 30 years and has a solid reputation to boot.And yes, I said add because unless Quicken adopts Simplifi's spending plan methodology then I'd always want to have Simplifi for my budget. My overall opinion is that for personal finance needs and especially budgeting and planning savings Simplifi does a great job and is my favorite. 3. Comments.You'll want to be absolutely certain that you're deleting the newly created account(s), as deleting an account in Quicken Simplifi is a permanent action, and we don't want you to lose your historical data from the existing account.For more details on deleting accounts in Quicken Simplifi, please see our Support Articles here for Web and here for Mobile.While Simplifi and Quicken offer many similar abilities, such as automatically downloading and categorizing transactions, there are a few critical differences between the two. The most notable difference is that Simplifi is a web and mobile app, meaning there isn’t a desktop application that needs to be installed. Instead, you can access ...Planned Spending Expenses Versus Recurring Expenses. How to Resolve Outstanding Items in the Spending Plan. Can I Undo a Change I Just Made? Can I Erase My Data and Start Over? Can I Print in Quicken Simplifi? Does the Quicken Simplifi mobile app work on my tablet/iPad? How Are Authorized User Accounts with American Express Handled?Know what you can spend or save. With real-time info and auto alerts, say goodbye to uncertainty. Get an automatic spending plan. You’ll get an automatic budget based on your income, bills, and expenses. Make your own adjustments, like custom categories, budget targets, or savings goals. Review your expenses.See what makes Quicken Simplifi so powerfully simple. Save more money. Easy-to-use, custom Savings Goals help you track your progress and reach every target, from vacations and vehicles to emergency funds and retirement. Always know what you can spend or save. Get insights with real-time alerts & reports. See the future with projected cash ...With [Quicken] Simplifi, I open my phone and I know in 5 minutes if I can afford the expensive item I want or I should hold off to next month or buy something cheaper. Guillermo Quicken is a useful, potentially life-changing tool that helps people take a confusing array of data and present it so that people can make important decisions in their ...How to get a refund for Quicken Simplifi. If you are an annual subscriber, you have 30 days from the date of purchase to request a refund. If you established your annual subscription through your mobile app store (Google Play or Apple App Store), you'd need to request a refund from them directly. To do so, select the applicable link below:•. Intro. Quicken Simplifi - How to get started with Quicken Simplifi. 21.8K subscribers. Subscribed. 191. 45K views 1 year ago How to use Quicken Simplifi. …The story of Anna Mani. A few years ago, independent journalist Nandita Jayaraj came across an anthology of essays on Indian women in science. Titled Lilavati’s Daughters, the coll... Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less ... 23 Sep 2022 ... Quicken is the #1 best-selling personal finance software in the US. Learn more at https://www.quicken.com. For Quicken Simplifi tips and ...You may miss out on bank insurance, credit card rewards and the benefits of technology if you oversimplify your finances. By clicking "TRY IT", I agree to receive newsletters and p...Quicken Simplifi’s Bills & Payments section shows you at a glance all of your scheduled Bill and Income Reminders for the designated time range. You can even see all of your past due items, access all of your Recurring Transactions, as well as view a combined Cash Flow, all from this section!The Membership Term is the amount of time for which you have full rights to use the Products and Services. The Membership Term is generally either one (1) month, or one (1) year, depending on your choice at the time of registration, but we may sometimes offer trial Memberships of a different duration.Learn about tracking Cryptocurrency (crypto) in Quicken Simplifi. Although there may be some limitations, the ability to track most cryptocurrencies is currently offered in Quicken Simplifi. When manually tracking cryptocurrency, you'll simply enter the appropriate ticker symbol and the number of shares (or coins), and Quicken Simplifi will ...Named best Budgeting App by NYT Wirecutter, Simplifi helps you manage your spending, save for the future, and grow your...In this Simplifi by Quicken review, I’ll be exploring how this personal finance app might be the tool you need to manage your money effectively. Simplifi is designed to consolidate your financial information, allowing you to track your financial goals, monitor spending, and manage credit cards and savings all in one place.Dec 27, 2023 · Simplifi is a money management app offered through Quicken. The goal of the app is to provide a complete picture to help you manage your finances effectively. Quicken launched the new app in 2020. Quicken has been in the financial management software space for over 30 years and has a solid reputation to boot. Quicken software is one of the most popular personal finance management tools available in the market. It helps users manage their finances, track expenses, create budgets, and mor...Planned Spending Expenses Versus Recurring Expenses. How to Resolve Outstanding Items in the Spending Plan. Can I Undo a Change I Just Made? Can I Erase My Data and Start Over? Can I Print in Quicken Simplifi? Does the Quicken Simplifi mobile app work on my tablet/iPad? How Are Authorized User Accounts with American Express Handled?The Simplifi by Quicken app has so much to offer. Everything you need to track your spending and saving…all in one place. It’s what people have been asking for (plus some!). The Simplifi by Quicken app will change the way you view your money and could possibly have a lasting effect on your finances! Jump Ahead ToIn Quicken Simplifi's Reports section, you’ll be able to review your spending and income by a Payee’s name, Category, or even a Tag, as well as access your Monthly Summary, and even track refunds. Reports are a great tool to help keep your finances under control! Note: Transactions that are excluded from Reports will still be displayed in ...Dive into our comprehensive comparison of Monarch Money vs. Simplifi by Quicken to help you make an informed choice for your financial freedom journey. ... Fortunately, modern technology provides us with tools designed to simplify our financial lives and help us take back control. Two such standout tools . top of page. The Saving …Simplifi is a budgeting app that lets you track and watch your money, your way. Learn how to use Simplifi with different budgeting methods, such as zero-based, …Quicken Simplifi. Starting at $2. 39 /month $3.99 40% off Billed annually. Learn more. Over 20 million better financial lives built, and counting. Trusted for over 40 years #1 best-selling with 20+ million customers over 4 decades. Bank-grade security We protect your data with industry-standard 256-bit encryption. ...Shopping apps have made online shopping easier than ever. With new apps and updates coming out every week, shopping from your phone is no longer a chore. In fact, using apps to sho... Quicken Simplifi Support Community Quicken Classic Support Community Download & install FAQ ... @EricH33947, the Spending Plan is designed to not double-count transactions, so as soon as a transaction is linked to a Recurring Reminder, it will be displayed/counted in the Bills & Income section of the Spending Plan and will not be counted toward a Planned Spending expense of the same Category.The support articles that were provided by Danny and …Quicken Simplifi strives to keep things as easy and as customizable as possible, and this includes having the ability to edit your Bank Account Names, Account Types, as well as your Financial Institution Names. Edit Bank Account Name. Hover over the panel on the left-hand side and select Settings.Simplifi powered by parent company Quicken, on the other hand, stands tall as a testament to Quicken’s rich legacy in the financial technology realm. With a keen focus on budget planning and real-time expense tracking, Simplifi brings to the table a suite of tools designed to offer an ad-free experience.Simplifi and Quicken offer different experiences in managing personal finances. Simplifi, a standalone product from Quicken, is entirely web-based, allowing users to manage their finances through any supported web browser or via the Simplifi Mobile App on mobile devices, eliminating the need for a desktop application. ...Compare Quicken Simplifi and Quicken Classic, two personal finance software products with different features and prices. Quicken Simplifi is a web and mobile app for saving, …I'm sorry to hear you're unable to connect to Thrift Savings Plan in Quicken Simplifi. I have a few questions to better understand the issue: When prompted to perform MFA with Thrift Savings Plan in Quicken Simplifi, are you given any other options besides answering a security question?Simplifi and Quicken are robust financial management tools that equip you to maintain a firm grasp on your income, spending, and financial goals. Both platforms offer unique …With [Quicken] Simplifi, I open my phone and I know in 5 minutes if I can afford the expensive item I want or I should hold off to next month or buy something cheaper. Guillermo Quicken is a useful, potentially life-changing tool that helps people take a confusing array of data and present it so that people can make important decisions in their ...Quicken Simplifi also wouldn't need to create a Reminder for you, as these will already exist once the Series is set up; it would just be a matter of the amount for that Reminder adjusting automatically based on the account balance. I think most users, myself included, currently manually update the amount of their upcoming credit card Reminders ...Quicken Simplifi doesn’t force you to choose a single budgeting system. Instead, it starts with your monthly income, subtracts your bills & subscriptions, and generates a personalized Spending Plan that adjusts automatically as you spend. No matter how you like to budget, the tools in Quicken Simplifi can accommodate any method you like to ...In today’s fast-paced digital world, having easy and convenient access to your energy account is essential. Octopus Energy understands this need and has made significant efforts to... Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less ... Aug 14, 2023 · MENLO PARK, Calif., August 14, 2023 –– Quicken Inc., maker of America's best-selling personal finance software, today released a robust set of investment tracking features for Simplifi by Quicken, its award-winning personal finance app. The new capabilities and insights give Simplifi users the information they need to make smart investment ... Simplifi - The simple way to stay on top of your finances. The simple way to stay on top of your finances.JavaScript has been disabled on your browserenable JS. See all your accounts in one place, view projected spending and balances, and track your progress month to month.The many versions of Windows Vista was the brunt of much criticism from confused users, but Microsoft has simplified things in Windows 7. The many versions of Windows Vista was the...Simplifi by Quicken. Simplifi, a finance management app launched in January 2020 by the esteemed parent company Quicken, combines simplicity with powerful tracking tools to help users achieve their financial objectives. Known for its user-friendly interface, Simplifi allows for quick insights into spending, upcoming bills, and savings targets. ...Learn how to use Quicken Simplifi to manage your finances, share your account, plan ahead, track refunds and more. Discover the latest improvements and …4. Project all your future spending. When you add all your bills, subscriptions, savings goals, and planned spending to your spending plan, Simplifi can show you with tremendous accuracy how much you’ll have left over each month. By adding the ability to see your future plans, Simplifi’s upcoming release will take that capability to a whole ...Simplifi and Quicken offer different experiences in managing personal finances. Simplifi, a standalone product from Quicken, is entirely web-based, allowing users to manage their finances through any supported web browser or via the Simplifi Mobile App on mobile devices, eliminating the need for a desktop application. ...The new USPS Ground Advantage service can streamline your small business shipping needs with reduced prices and improved reliability. U.S. Postal Service is ready to launch a new s...Quicken Simplifi – Now firmly under the Quicken umbrella, Simplifi still provides the freedom to address users’ financial management needs in new, modern ways, leveraging a technically advanced cloud-native architecture. Quicken Classic – Previously known as just Quicken, this is the same great personal finance software available on ... Quicken Simplifi — powerfully simple. “A fresh user experience, a concise and helpful dashboard, and innovative views … that keep you in sync with your finances.”—PCMag. Save more money. Easy-to-use, custom Savings Goals help you track your progress and reach every goal, from vacations and vehicles to emergency funds and retirement. Know what you can spend or save. With real-time info and auto alerts, say goodbye to uncertainty. Get an automatic spending plan. You’ll get an automatic budget based on your income, bills, and expenses. Make your own adjustments, like custom categories, budget targets, or savings goals. Review your expenses.With [Quicken] Simplifi, I open my phone and I know in 5 minutes if I can afford the expensive item I want or I should hold off to next month or buy something cheaper. Guillermo Quicken is a useful, potentially life-changing tool that helps people take a confusing array of data and present it so that people can make important decisions in their ...That is a real shame, because at for people that have less complicated finances, just being able to import what they export would give enough to allow for a Quicken export in CSV format, with at the most running it through some simple converter to get their data moved from Quicken to Simplifi.13 May 2022 ... Quicken is the #1 best-selling personal finance software in the US. Learn more at https://www.quicken.com. For Quicken Simplifi tips and ...Simplifi by Quicken helps you easily see how today’s decisions impact your financial future MENLO PARK, CA. -- Jan. 14, 2020 -- Quicken, maker of America’s best-selling personal finance software, today released Simplifi, a personal finance app to help a new generation of consumers easily stay on top of their finances.Click the import icon (upward-facing arrow inside a cloud) located to the upper right of the register (to the right of the search box). Select where you're importing from. Ensure that the correct Account is selected, then select the CSV file you'd like to import or Drag & Drop the file into the window. Click Import when done.Just connect your separate accounts to the same Quicken Simplifi or Classic account, and you can both see all your finances in one place without having to change anything at all. Once your finances are connected, you can decide together how to save up for your long-term goals. Whatever they may be, Quicken can help you get there with …Quicken Simplifi uses bank-grade security to connect to your accounts, so your balances and transactions are updated in the app automatically as your bank posts them. Say goodbye to checking 8 different banking apps, credit card apps, loan apps, and websites just to try to figure out where you stand. The Quicken Simplifi dashboard gives …Quicken Simplifi’s Bills & Payments section shows you at a glance all of your scheduled Bill and Income Reminders for the designated time range. You can even see all of your past due items, access all of your Recurring Transactions, as well as view a combined Cash Flow, all from this section!In 2020, the people behind Quicken created Simplifi, which offers a simple approach to budgeting. Quicken software differs from Simplifi in that it’s designed to offer more advanced tools and be more tax-related. Quicken software offers many features related to business budgeting, investment tracking, tax reporting, and more.6. Simplifi by Quicken. Simplifi by Quicken is a lightweight budgeting app built by the same team as Quicken. The app has all of basic features you'd expect in a budgeting app – tracking spending, setting a budget, setting savings goals, and detailed reports of income and expenses so you can analyze your spending.Free. Offers In-App Purchases. iPhone Screenshots. Quicken makes budgeting and personal finance simpler with Simplifi—the smart budget app that helps you do more with your money. Create a budget, track …A “P&I” payment for a mortgage is a “principal and interest” payment, which is usually made monthly over the term of the loan, according to Quicken Loans. An example of a principal...15 Feb 2024 ... Quicken Simplifi Review (2024): All You Need To Know Discover Quicken Simplifi! This review gives you all the basics and helpful tips you ...Step 3: Using Quicken Simplifi. Once you've confirmed your Recurring Bills and Income, Quicken Simplifi will take you to the Dashboard. You can select the Menu icon (three lines) in the upper left corner to access any of Quicken Simplifi' s features: Dashboard: The Dashboard is the 'home page' or landing page of the Quicken Simplifi Mobile App.Simplify a cube root expression by factoring out the cube of a whole number if one is present. Continue factoring until the expression no longer contains the cube of a whole number...In Quicken Simplifi's Reports section, you’ll be able to review your spending and income by a Payee’s name, Category, or even a Tag, as well as access your Monthly Summary, and even track refunds. Reports are a great tool to help keep your finances under control! Note: Transactions that are excluded from Reports will still be displayed in ...5 Jan 2021 ... The primary difference between Simplifi and Quicken is that Simplifi is a cloud based program while Quicken is a desktop based platform.Simplifi by Quicken is, as its name implies, a simplified approach to personal finance. This cloud-based service makes it easy to track your money and …Quicken Simplifi — powerfully simple. “A fresh user experience, a concise and helpful dashboard, and innovative views … that keep you in sync with your finances.”—PCMag. Save more money. Easy-to-use, custom Savings Goals help you track your progress and reach every goal, from vacations and vehicles to emergency funds and retirement.Quicken Simplifi helps you track purchases, subscriptions, and account balances all in one place—giving you a comprehensive view of your personal finances. Whether paying off debt, saving for a vacation, or growing your net worth, Quicken empowers you to make progress towards your money goals. Track every dollar in your budget and make a plan ...Are you tired of the hassle and stress that comes with filing your taxes? Well, we have good news for you – applying for a tax refund online can simplify your life in more ways tha... Quicken Simplifi Support Community Quicken Classic Support Community Download & install FAQ ... Quicken Simplifi – Best for web and mobile. Named Best Budgeting App by The New York Times Wirecutter every year since its release, Quicken Simplifi is the powerfully simple solution for your …Quicken Simplifi – Best for web and mobile. Named Best Budgeting App by The New York Times Wirecutter every year since its release, Quicken Simplifi is the powerfully simple solution for your …Simplifi is a budgeting app that lets you track and watch your money, your way. Learn how to use Simplifi with different budgeting methods, such as zero-based, …15 Feb 2024 ... Quicken Simplifi Review (2024): All You Need To Know Discover Quicken Simplifi! This review gives you all the basics and helpful tips you ...

Quicken Simplifi makes tracking your liabilities as easy as a summer breeze! When you connect your liability accounts in Quicken Simplifi, you will not see transactions downloaded into the connected liability account, but Quicken Simplifi will update the liability balance as changes are made to the balance on the bank's website. . Mr port

quicken simplifi

Find any bill in the app, in any transaction list or in your settings. Once you select the bill, select Connect, or go to the Options menu in the upper right and select Connect Biller. Enter your name and password for that biller to connect your account. It’s that easy. From now on, Simplifi will reflect the actual amount of each connected ...Step 3: Using Quicken Simplifi. Once you've confirmed your Recurring Bills and Income, Quicken Simplifi will take you to the Dashboard. You can select the Menu icon (three lines) in the upper left corner to access any of Quicken Simplifi' s features: Dashboard: The Dashboard is the 'home page' or landing page of the Quicken Simplifi Mobile App.The Quicken Simplifi Spending Plan takes the worry out of your monthly spending decisions by keeping track of your finances for you! The Spending Plan will show you at a glance just how much money you have left to spend, updated in real-time. . Note: The Spending Plan starts the same month as your Quicken Simplifi Subscription and is not ...Researchers say it's analogous to shouting across a rowdy bar. It’s a real sea of noise in the oceans these days. On top of the normal sounds of singing cetaceans, cracking shrimp,...No more Express Web Connect for Quicken Classic either. I sent an e-mail directly to Brad Patterson, one of their SVPs and “Head of Cards,” back on 11/21/23, but he has yet to respond. This is the second time in two years, PenFed has intentionally broken Quicken/Mint/Simplifi support.Make the accounts manual by following the steps here. Go back through the Add Account flow to connect to PNC Bank. Carefully link the accounts found to your existing Quicken Simplifi accounts by following the steps here. At least once per month, Simplifi cannot update transactions for one or more of my accounts. Quicken Simplifi. Mobile. Web app. $2. 39 /month Billed annually. Save more money. Always know what you have left to spend or save. Get insights with real time alerts & reports. Customize your transactions. Get started. ZDNET's key takeaways. I checked out Monarch Money, NerdWallet, Rocket Money, Quicken Simplifi, and YNAB, and Monarch Money, at $99 a year, is my top pick. Pros: Easy to set up, with powerful ...Dec 1, 2023 · Simplifi by Quicken offers only a paid version of their budgeting app. EveryDollar offers a free and premium version of their budgeting app. Simplifi encourages a more hands-off approach to budgeting. EveryDollar encourages budgeters to create custom budgets that work for their lives and their goals. Simplifi is owned by Rocket Mortgage, who ... Know what you can spend or save. With real-time info and auto alerts, say goodbye to uncertainty. Get an automatic spending plan. You’ll get an automatic budget based on your income, bills, and expenses. Make your own adjustments, like custom categories, budget targets, or savings goals. Review your expenses.Enable Rollover for an existing Planned Spending Series. Locate the existing Planned Spending expense and click the three dots to the upper right of it. Select Edit expense …Know what you can spend or save. With real-time info and auto alerts, say goodbye to uncertainty. Get an automatic spending plan. You’ll get an automatic budget based on your income, bills, and expenses. Make your own adjustments, like custom categories, budget targets, or savings goals. Review your expenses.Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the …Since Asset Accounts are tracked manually in Quicken Simplifi, you'll need to update the value of the asset manually as well. You can do so by entering a new transaction in the account that accommodates the difference in value, or you can edit the "Opening Balance" transaction to change the total of that transaction to the current value.23 Sep 2022 ... Quicken is the #1 best-selling personal finance software in the US. Learn more at https://www.quicken.com. For Quicken Simplifi tips and ...Dec 1, 2023 · Simplifi by Quicken offers only a paid version of their budgeting app. EveryDollar offers a free and premium version of their budgeting app. Simplifi encourages a more hands-off approach to budgeting. EveryDollar encourages budgeters to create custom budgets that work for their lives and their goals. Simplifi is owned by Rocket Mortgage, who ... While Quicken Simplifi and Quicken Classic offer similar abilities, such as the ability to automatically download and categorize transactions, as well as the ability to create Recurring Bill Reminders, there are some critical differences. The most notable difference between the two is that Quicken Simplifi is entirely web-based, meaning there ...If you want to improve your credit score, these eight tips can help. 1. Make those payments on time. Level of impact: High. If you owe money to lenders, make sure …Hello @cmarlowe,. I took the liberty of reviewing your account with us, and it seems that you are using Simplifi and not Quicken Classic. For this reason, it would be better suited for you to reach out to Simplifi's Community directly with your concerns..

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