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I'd like to report a bug in the iOS Simplifi app. When creating a goal, entering the goal name and amount and hitting continue, the next screen, when in "Dark Mode", the iOS system information at the top of iPhone (time, wi-fi/cellular, and battery indicator) are shown in black, instead of white and cannot be seen.…
Please add support for this financial instituion. https://my.investor360.com/ [added URL]
This discussion was created from comments split from: E Trade connection started failing 2 days ago. FDP-102.
This discussion was created from comments split from: HealthEquity FDP-108 error (edited).
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
Quicken team. I'm confused. I saw posts saying that the HealthEquity issue was resolved. "UPDATED 2/18/26 HealthEquity is no longer blocking connections and has re-added support for third-party aggregators. This $0 balance issue is the only discrepancy users may still see, and it is being addressed. Please note that you…
This discussion has been merged.
It would be great to automatically change the light/dark mode theme of Simplifi based on the user system preference, as communicated by the browser. This can easily be detected by a CSS media feature. This is especially useful since computers can change the system light/dark mode automatically based on time of day. Thanks!
Currently, Simplifi handles all budgeting on a month-to-month basis by default. I like to budget paycheck to paycheck. In my case, my budget would cycle every month on the 15th. It would be nice to see Simplifi implement this functionality.
This occurs when balance with pending is checked on the dashboard list of accounts. The credit card transfer side is showing as cleared and the checking account side of the transfer transaction is showing as pending. The pending side of the transfer is not subtracting from the checking account balance. This is likewise in…
I'm getting real estate value changes twice a month - on the 23rd and the 26th of every month. One update often cancels out a bit of the other like 23rd may +12000, 26 may -8000. Why is it not posting one update of +4000 on 26th?
In the account setting i don’t need to see the 2007 account which was closed or similar closed accounts. I still want the data to be used in networth or other reports but this avoids doom scroll when I need to pick an account to fix something.
A client paid his invoice. I assigned his payment to his invoice before I deposited it. Then when Simplifi updated the info from the bank, it added that amount to the Simplifi total. It looks like I took in the payment twice now. My balance was right with the bank until this deposit. How can I get the amount to not show…
I just want to make sure I understand this correctly. If i delete…say 60 transactions from an account I can't import them again? Why would you guys do this?
'Shopping' appears to be the default category if Simplifi doesn't know how to categorize a transaction. I like to filter on 'Shopping' to find them so I can update the category. But it appears to include transactions that were originally 'Shopping', but I have since changed. Please make a way to filter only on transactions…
Hello everyone! Here are the issues and features we were able to tackle with the 6.22.0 and 6.22.1 Web Releases, released June 3rd & 4th: FIXED: For transfer series, you cannot see the linked historical transactions when the series amount is $0. FIXED: Accounts List expand/collapse behavior is inconsistent. FIXED: When…
Hello everyone! Here are the issues and features we were able to tackle with the 6.22.0 Mobile Release, released June 2nd: FIXED: When excluding split lines from the Spending Plan, the reminder is not moved to the excluded bucket. FIXED: Some saved reports display an initial instead of the proper icon. FIXED: Investment…
We are currently seeing an issue with Robinhood returning an FDP-101 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 will post updates as soon as we do. If you would like to be automatically…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
We are currently seeing an issue with Advancial FCU returning an FDP-105 error in Quicken Simplifi. This is due to scheduled maintenance on the bank's end. 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 automatically notified of…
We are currently seeing an issue with Randolph-Brooks FCU returning an FDP-106 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…
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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