The Simplifi by Quicken product team is hard at work, adding new features all the time to make staying on top of your money even simpler. Here are just a few of our most recent additions.

New Features!

1. Filter

Filter your transactions to find exactly the ones you are looking for. You can filter on everything from categories to reviewed status. 

2. New Monthly Summary

See how you did in the month that just ended. See your top categories, top payees and how things changed vs. the previous month. Make sure to leave us feedback on this feature by clicking on the icons at the bottom of the page. 

3. Category rules for a payee

Want to update the category for a specific payee and have Simplifi remember it going forward? When you change the category, check the box that says “Apply to similar transactions.” We’ll make the change to all previous transactions that have the existing category you changed, as well as remember it in the future. Looking for the ability to manage these rules? Stay tuned…. it’s coming soon!

4. Include savings goals in your spending plan

Open your savings goal, click edit, and select to include the monthly contribution in your spending plan. We suggest you include it in your plan when you need to make sure the money is available at the end of the month to put toward your goal. We recommend you don’t include it if the money for this goal goes straight from your paycheck into a savings account.

5. Manual Investment Accounts and Holdings

To add a manual investment account, click add account > choose the investment type and you’re good to go. Quickly add your holdings and we’ll track your balance.