Adding a notes section (like a sticky note) on Simplifi dashboard for jotting down info for later

Erdvk Member
edited October 2023 in The Water Cooler

I am loving Simplifi, but most of my banks are very slow at syncing the transactions.

It would be awesome to have a little sticky note option to jot down info about a purchase (place/what I bought) so that it’s easy to remember when the transaction eventually syncs. I try to make note of what I buy right after I purchase so that I don’t forget later on when I’m trying to manage my budget.

Yes, you could just manually input a transaction, but that can create duplicates when the transaction does go through & can take up more time when you are in the moment shopping.

I think this would be a very beneficial feature!!!!


  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Erdvk,

    Thank you for reaching out to the Quicken Community with your Idea.

    However, it would be better suited for you to post your Idea in Simplifi's Community webpage. Please click here to be redirected to Simplifi's Community.

    Thank you!

    -Quicken Anja
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