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When I try to sync my M1 account, I can't seem to see the money market account that I have there. it does show the investment account correctly though. I've tried deleting and re-adding, but still don't see an option to sync data from the money market cash account. Any ideas?
when I go to process double authentication from my credit Union the message requesting which phone number to use is cut off to the point of not being able to read the phone number the code is to be sent too. It would be helpful to have the text wrap or be shrunk to fit to be able to read the phone number the code shall be…
I really appreciate that QS has added the ability to view Notes in Watchlists and Reports BUT I'd really like the Notes to remain "checked" on as the currently, when I go to another area in QS and come back to Reports or Watchlists, the Notes box is "unchecked" Thanks
In a prior discussion I started, it was mentioned by another user that linking a bill/reminder to a transaction has been broken for quite some time, and that we need to start at the transaction and link it to a bill/reminder. Today, I had a pending transaction auto populate that is the utility bill I paid today for my…
In filter views you may filter by categories. Action: Select parent checkbox enables parent and all child checkboxes. Save filter selection Expectation: All selected checkboxes should remain selected (parent and children) Actual: The parent checkbox is deselected (children remain selected) You may categorize something as…
I have a relevant follow up to a previous post I made, but I see it got closed. In fact, all of my previous posts have been closed. Is this something that occurs automatically?
Not an issue now, but a potential one in the future. Recently received an email from BarclaysUS saying "BarclaysUS.com will replace SecureBanking.BarclaysUS.com when you log in to your account There is nothing you need to do right now. We'll send another email once the changes are live." No ETA given
Hello, Just purchased a subscription for Quicken Simplify and having some issue importing my institution bank data. Extraco Banks is not available as an institution, so my only means to import bank data is manually, which is not very efficient and certainly not what signed up for. I've requested the institution be added…
Hi, Can you please provide an update on Merril Lynch accounts not working. See error below. It's been almost 2 months, with no ETA and no updates. CTP-11055
I started a discussion, albeit a bit prematurely, in the ticket linked below. It turns out that Prudential switched from NFS (myStreetscape) to LPL as their backend FI for brokerages, IRAs, etc. (Not to emaplan as I originally thought) As such, I should be able to set up an account using the LPL provider in Simplifi and…
We are currently seeing an issue where users are unable to link existing Finicity accounts in Quicken Simplifi due to the "link to" option missing. 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…
This discussion was created from comments split from: Transactions disappear when linked to recurring.
When importing transactions slashes are "escaped". So, an example is a transaction like "Fcc Msp/div" ends up as "Fcc Msp\/div". I've looked at the raw data export from the bank and I do not see the extra slash. When I try to create a rule, it pretends that the escaped slash isn't even there.
Instead of the default 30 days, in client settings you should be able to change their default billing terms to a custom amount of days.
Ideally, you could setup invoice templates for each client, and this would include the default "Message" section when sending the invoice so you can personalize it to each client.
I have been unable to connect to Schools First for 3 months now. I have called, done screen share , chatted, deleted the account, tried to add it manually all to no avail. My subscription is up for renewal, and I will probably not renew it as I have not gotten any help from anyone there to help me resolve this. What can I…
I want to edit multiple transaction in the Tag field but its not working. I find transactions via the filter I select the all box to select all the transactions (about 30 or so, but have tried it with just 2) I edit to change Tag, change the tags to the new ones I want. hit Apply Nothing changes
We are currently seeing an issue with Cambridge Investment Research 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 will post updates as soon as we do. If you would like…
We are currently seeing an issue with Wealthsimple returning a 105 error in Quicken Simplifi. This is due to Wealthsimple no longer supporting Mint access tokens or Quicken Simplifi. If anyone has any further questions regarding this, please contact Wealthsimple directly. If you would like to be automatically notified of…
We are currently seeing an issue where the Quicken Simplifi Mobile App is showing an incomplete dollar sign in the Investments Balances graph for accounts exceeding $100K. 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,…
We are currently seeing an issue in Quicken Simplifi where users are unable to delete tags that are being created from Savings Goals that are not being created successfully. The user attempts to create a Savings Goal, but an error message appears above the “Create Goal” button. They then go to the tags list and find a tag…
We are currently seeing an issue with T. Rowe Price Retirement Plans returning an FDP-176 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…
We are currently seeing an issue with missing transactions with Novo 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…
Hello QBP users! Our product team is looking for some feedback on the Balance Sheet Report. The purpose of a Balance Sheet: A balance sheet report is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. It outlines what the company owns (assets), what it owes…
Hello everyone! Here are the issues and features we were able to tackle with the 4.41.0 - 4.41.2 Web Releases, released January 8th, 9th, and 10th: FIXED: Misalignment and empty gap in the “Withdraw to Goal” dialog on the Savings Goals page. FIXED: Transactions on Demand is not filtering transactions properly. FIXED:…
We are currently seeing an issue with H&R Block Bank 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 will post updates as soon as we do. If you would like to be…
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