Home - Simplifi

First US Bank (Alabama) is downloading incorrect current balance
Quicken Classic brought this to my attention yesterday when auto-reconciled failed. I noticed that the downloaded current balance was -$158.10 wrong in both Quicken Classic and Quicken Simplifi. Both …
Online Banking
Accounts
30 views
7 comments
0 point
Started by SRC54
Most recent by SRC54
1:27 am
Adding and Updating Accounts
Split transactions should be treated as separate transactions (2 Merged Votes)
I love the ability to split transactions (it's a "must have" feature for me!) and the ability to separately tag portions of a split transactions is great. But Simplifi would be improved if the split p…
Active
Feature Request
Transactions
4014 views
146 comments
261 points
Started by bcrossman
Most recent by RobWilk
12:24 am
Feature Requests
Transactions with (incorrect) amount of 0.00. What the heck?
Today I see a string of 5 transactions into, and out of, my checking account, all with listed amounts of $0.00. My bank reports all of these transactions (they are real) with correct amounts. How does…
Online Banking
Transactions
27 views
4 comments
0 point
Started by barncrow
Most recent by dizzielizzie
Apr 3, 2025
Adding and Updating Accounts
QBP: Ability to add a Date Range to the Balance Sheet Report (edited)
I would like to be able to pick a date range for the Balance Sheet (similar to the Profit & Loss report). This is needed to turn into my tax accountant (I need to run it for last year). Is this functi…
Active
Reports
Feature Request
10 views
1 points
Started by gpobrien001
Apr 3, 2025
Quicken Business & Personal Feature Requests
Unable to sync with MidFirst Bank (FDP-107)
As the title states, I am unable to sync my MidFirst account with Quicken Simplifi. The bank recently updated their online services portal, which I suspect may have something to do with the error.
Online Banking
83 views
14 comments
0 point
Started by chadallen
Most recent by Coach Natalie
Apr 3, 2025
Adding and Updating Accounts
Osaic and Equipt
Osaic. I am trying to connect my Simplify account to Osaic. The log-in URL is "https://app.osaic.com/equipt/" I do see other institutions with "osaic" called out in the account search, but not the one…
Active
Online Banking
59 views
13 comments
3 points
Started by jimsug
Most recent by JimY67
Apr 3, 2025
Report Missing Financial Institution
Add Raymour and Flanagan store card
R&F is financed by TD, which has had some issues connecting here, i know. I am unable to link my R&F account through any of the valid TD Bank URLs.
Online Banking
9 views
1 comments
1 points
Started by mthoman1
Most recent by Coach Jon
Apr 3, 2025
Adding and Updating Accounts
Target Credit Card (Care code: FDP-102 error)
I am trying to reconnect the account and getting a Care code: FDP-102 error. Thanks for your help! Jon
Online Banking
37 views
5 comments
0 point
Started by Scrid_HB
Most recent by Scrid_HB
Apr 3, 2025
Adding and Updating Accounts
Direct Deposits stopped populating as transactions in my [checking account]
Hi all, hoping I can get some help here because the phone support was not helpful at all. I have two accounts linked to Quicken - one is my credit card, which I use for general spending, and one is my…
Transactions
10 views
1 comments
0 point
Started by stungbybees
Most recent by Coach Jon
Apr 3, 2025
Troubleshooting
Add Samsung Financing (TD bank)
I now have a samsung financing account via td bank, it would be nice to track it here. I noticed chase had the option of tracking it as an external account (*i had issues trying to connect it, though)
Active
Online Banking
545 views
20 comments
13 points
Started by RobWilk
Most recent by mthoman1
Apr 3, 2025
Report Missing Financial Institution

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First US Bank (Alabama) is downloading incorrect current balance

Split transactions should be treated as separate transactions (2 Merged Votes)

Transactions with (incorrect) amount of 0.00. What the heck?

QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

Unable to sync with MidFirst Bank (FDP-107)

Osaic and Equipt

Add Raymour and Flanagan store card

Target Credit Card (Care code: FDP-102 error)

Direct Deposits stopped populating as transactions in my [checking account]

Add Samsung Financing (TD bank)

QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

Transactions with (incorrect) amount of 0.00. What the heck?

Add Raymour and Flanagan store card

Direct Deposits stopped populating as transactions in my [checking account]

Please add Currence

Choose Whether a Savings Goal Contribution Applies to the Spending Plan

Contribute to Savings Goals in Past Months

Merged: Add Jenius Bank

How should I track payables/reimbursements?

Why Spending Plan doesn't match actuals at month-end

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NEW 04/02/25: Charles Schwab Downloading $0 Transactions

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Web Releases 4.52.0 & 4.52.1

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