Barry Weintrob said:
I have many concerns about the Quicken program, but the most important involves the "Lifetime Planner". I put a lot of reliance on this data in making spending and gift decisions. Lately, I see things in the data that causes me to question the accuracy of the computations. For example, MRD numbers show up suddenly during the current year in significant numbers. Can someone check the algorithms for Lifetime Planner from scratch before the next updating.
Please allow more beta testers in for Simplifi!! I have been waiting for the ability to break away from the desktop for years. I actually stopped using Quicken Mac desktop entirely a few months ago and started heavily using Mint but it sounds like Simplifi will be better. I am a long time Quicken user of several decades but definitely prefer to move all of my financial crap to a web-based solution. When are you guys going to allow for more Simplifi beta testers for those of us who have signed up for it?
– Prior Statements are completely gone in 2019.
– Prefer registers appear as 2-lines instead of 1-line so you can view the memo field while scrolling through accounts. This could be a choice in the settings: 1-line or 2-lines.
– Prefer a blank entry field at bottom of register, ready to be filled in. Instead of using the "+" button or "new transaction" keystroke. An empty entry was more efficient and the 2nd line being a light color helped differentiate. This also could be a user-defined choice: empty entry field at bottom, or no empty field..
– I don't like how 2019 seems to run a report before you define what type of report you want to run.
– Preferred when Accounts were housed in their own small window. Click command-A and they'd appear. But you could hide the accounts window to clear space when not needed. In Quicken 2019, the accounts are always there, taking up real estate when they don't need to.
The main issue is the complete abandonment of prior statements. These statements are not imported during migration, and therefore unaccessible once in version 2019 and beyond. For some, it's a non-starter. There is no valid reason to delete the data. This historical data, carefully accumulated over decades in many cases, is gone forever.
But when working with data, it's so easy to offer choices. 1-line or 2-lines in registry views as an example. Another example where there is a choice is sorting the newest on top, or newest at the bottom. This is doable now so both sides are happy.
Collapsing the accounts pane, sure, that frees up space. But so does having a closable floating accounts window, as in legacy versions of Quicken. Again, there could be a choice offered in the application so users could customize to their preference.