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This may have been asked before but I can't remember for sure. I think it would be really useful to have a toggle at the top of the register, near the "Show transactions since" year filter, to show/hide future dated transactions. I understand that there are reasons that someone might not want to see them in the register,…
That title is pretty awkward, so here is a more complete explanation of the issue: The effect of the Money In / Money Out Exclusions is not actually controlled by whether an account is getting Money In or sending Money Out. Instead, the Money Out exclusions always apply to the account in the Select Account field, and the…
Charles Schwab brokerage accounts no longer updating since November 2025. I have tried resetting the connection, making the accounts manual, deleting the institution and adding institution back. When connection is made even with the accounts made manual, I get a message that all accounts have been added. I even tried…
To connect to your account, you must complete an action at the website for Optum Bank. Care Code: FDP-108
Currently, I have to manually expand all months to ensure that I am selecting all visible transactions before downloading a CSV. As the # of months grow that this product has been out, that could be a lot of scrolling and clicking. It would be nice to have a way of selecting "All" and of course more robust such as by date…
Platform does not support integration with Frec.com. Please enable that
I have a watchlist for all travel, and it shows a yearly Total of $43,231, which doesn't match the yearly total for the same category in the Spending Report, which is $36,329—screenshots attached.
https://support.simplifi.quicken.com/en/articles/3676756-using-quicken-simplifi-s-savings-goals ^ "Currently, we don't offer a way to link the savings goals to a specific account." Posting this to see if more users are actively interested, and maybe I missed a similar discussion thread. In my opinion, it would simplifi the…
This is really needed for Cash Management accounts from Fidelity and other Investment Firms that act like checking accounts. Generally they come with debit cards, bill pay and checking features. The cash in the accounts is generally tied to interest from Sweep Bank accounts or to a single cash fund such as a Government…
This discussion has been merged.
The print view and PDF export of the "income and expense" report is hard to use and read, as visual cues that show in the live report are lost. Total lines are not bold, and sub-categories aren't indented.
All other NFCU accounts connect, but there does not appear to be a way to add Digital Investor accounts even though the logins are the same.
We are currently seeing an issue with Nationwide Retirement Solutions returning an FDP-102 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do. If you would…
This is the time of year where holiday music, movies, tv shows, etc. are almost inescapable. My favorite holiday movie is one that most people wouldn't consider a holiday movie: The Addams Family. I'd love to hear what movies you enjoy this time of year!
We are currently seeing an issue with Ent Credit Union returning an FDP-103 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do. If you would like to be…
Empower will begin its migration to a new API platform starting on 12/9/25. This will affect users in waves, meaning not all users of Empower-affiliated Financial Institutions (FIs) will be affected at once. The list of affected FIs are: 66503 - Empower Retd. - 401K 66705 - American Funds Retirement Planning Center 66670 -…
Hello everyone! Here are the issues and features we were able to tackle with the 4.86.0 and 4.86.1 Web Releases, released December 3rd & 4th: FIXED: The Income Report is still broken down by day when using a Date Range of 31 days. FIXED: The deep-link for the Monthly Summary Report opens a default reports page. FIXED: When…
Hello everyone! Here are the issues and features we were able to tackle with the 5.45.0 Mobile Release, released December 3rd: FIXED: The Check # field is missing in transactions. FIXED: Various errors and crashes. UPDATED: QBP: The Mileage Tracker has been integrated with the Taxes Report. UPDATED: QBP: Minor enhancements…
If you want to post a to the community, just click the “New Post” button on the Homepage or on top of each thread page. Here, you may see a few options in the dropdown: Ask a Question: if you just have a question about how to do something in Simplifi, select this option. You'll be notified via email if someone has answered…
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NEW 12/1/25: Multiple FIs - CP_Server_Error
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