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This is a place where mini-FAQs or helpful Community threads can be placed for easy reference!
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Updates From the Product Team
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
Known Product Issues
If there's an emerging issue with Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Current Online Banking Issues
Here, you'll find all of the known issues related to Online Banking and Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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Here, you can post your questions about using Simplifi!
Using Transfers
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Projected Cash Flow
Post your questions about using Projected Cash Flow here!
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Categories and Tags
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Using Space Sharing
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Using Savings Goals
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Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.
Managing Your Transactions
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Using the Spending Plan
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Using Watchlists
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Bills and Income
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Using Reports
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Investments
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Troubleshooting
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Recent Discussions

Simplifi Calculates FUSB Balance Wrong Again Today
[removed] As requested, I am making a formal bug report. For the 3rd time in a week, I had to reset my fusb.com connection because Simplifi is counting phantom pending transactions. I am pretty sure that it is downloading the correct balance but Simplifi is counting cleared transactions and sometimes doubling pending…
importing data from Quicken Classic Deluxe
Hello. Is it possible to export my data from Quicken Classic Deluxe into a .QIF file, convert that to a .CSV file, and then import that .CSV file into Simplifi? Is there anything I need to do to the .CSV file to import properly into Simplifi?
Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)
I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.
Error - Care Code: FDP-104
anyone help with this error code while trying to add a new account
$NaN instead of dollars in reports for subcategories
I keep seeing $NaN show up instead of dollars in subgroup totals. This happens in the app and on the website both. It has happened in categories where expenses are offset by credits, but it's also happened where that is not the case. Often, there is one category (Dining Out) that is always showing this error across all…
Can no longer hover on recurring series "circular arrows" icon to see which series is linked
Hello, In the past, one could let their cursor hover on a transaction's "circular arrows" recurring series icon on the Transactions page to see which recurring series was linked (a bubble would pop up with the series name). Somewhere in the recent web app updates, this feature disappeared. To see which recurring series is…
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 portions of a transaction were treated as separate transactions. Even if they appeared as a single transaction when viewed in…
Investment Transaction Duplications (edited)
And, to add insult to injury … I'm discovering, that, while changing the hundreds of Income entries to Payments, Simplifi is not always deleting the changed Action. Now I need to make sure all the entries are not duplicates.😒 I'm using the "Transaction Detail" window that pops up as well.
Balance Issues
I spent the better part of yesterday afternoon correcting mistakes in my checking "register", both made by me and this program and/or bank data sent to the program. Everything matched, pending transactions were correct and the balance was spot on. This morning I open my Simplifi account on the web, it updates, and shows a…
Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage
Would be awesome to have some additional functionality in the Net worth reports tab. Namely: a pie chart that shows a breakdown of networth category by percentage. real estate vs investments, crpyto, other assets etc. [edited title]

Trending Discussions

Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage
Would be awesome to have some additional functionality in the Net worth reports tab. Namely: a pie chart that shows a breakdown of networth category by percentage. real estate vs investments, crpyto, other assets etc. [edited title]
Can no longer hover on recurring series "circular arrows" icon to see which series is linked
Hello, In the past, one could let their cursor hover on a transaction's "circular arrows" recurring series icon on the Transactions page to see which recurring series was linked (a bubble would pop up with the series name). Somewhere in the recent web app updates, this feature disappeared. To see which recurring series is…
importing data from Quicken Classic Deluxe
Hello. Is it possible to export my data from Quicken Classic Deluxe into a .QIF file, convert that to a .CSV file, and then import that .CSV file into Simplifi? Is there anything I need to do to the .CSV file to import properly into Simplifi?
$NaN instead of dollars in reports for subcategories
I keep seeing $NaN show up instead of dollars in subgroup totals. This happens in the app and on the website both. It has happened in categories where expenses are offset by credits, but it's also happened where that is not the case. Often, there is one category (Dining Out) that is always showing this error across all…
Buy/Sell Investment Transactions don't update Holdings
I don't understand why Buy/Sell Investment Transactions don't update my Holdings data. I've read in some posts here that Investment Transactions are designed to be "behind the scenes" - can someone please explain the value of that? If I enter a Buy transaction for a stock in a brokerage account, I have to then enter it…
Add support for the CBOE Canada (NEO) Exchange (edited)
I need to track a couple of ETFs that are traded on the NEO exchange (e.g. QTIP.NE - Mackenzie US TIPS Index ETF [Cad-Hedged]) but Simplifi doesn't recognize it. Can you please add support for this exchange?
Error - Care Code: FDP-104
anyone help with this error code while trying to add a new account
Feature Request Status descriptions
It would be nice to know what the following statuses for feature requests actually mean, as they are vague and sound very similar: -Active -In Progress -In Review -Planned Also, for “Closed” requests, a reasoning would be appreciated.
Change the way Projected Cash Flow is plotted for Credit Cards (edited)
The projected cash flow for credit card transactions displays a graphic that is counter-intuitive to what a cash flow is. Purchases are listed as positive deflections and payments to the card are listed as negative deflections. For example, a $200 purchase causes the Projected Cash Flow graph to display $200 instead of…
Please add OpenBank by Santander
OpenBank.us is a new online high yeild savings bank by Santander. Its not in the list of banks I can add.

Announced Discussions

Web Release 4.34.0
Hello everyone! Here are the issues and features we were able to tackle with the 4.34.0 Web Release, released November 14th: FIXED: Available to spend/available to withdraw is $0 when trying to withdraw from a Savings Goal with a 'saved so far' amount for the first time. FIXED: Spending Plan scrolling is buggy when there…
A Contest of Food! Which is Your Favorite?
We are almost to everyone's favorite holiday, Thanksgiving! While we all like giving thanks and hanging out with family, we all know what we are really looking forward to. The food of course! Share with us what your favorite Thanksgiving food is, what you usually like to cook, and what you absolutely hate! Personally, I…
NEW 11/18/24: Capital One - "We're sorry, we hit a snag"
We are currently seeing an issue with Capital One, Capital One 360, and Capital One Card Services returning a "We're sorry, we hit a snag" 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…
NEW 11/14/24: SoFi returns a 102 error
We are currently seeing an issue with SoFi returning a 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 will post updates as soon as we do. If you would like to be automatically notified…
NEW 11/14/24: MOHELA - SoFi returns a 102 error
We are currently seeing an issue with MOHELA - Sofi returning a 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 will post updates as soon as we do. If you would like to be automatically…
NEW 11/14/24: John Hancock Retirement Plan Services returns a 102 error
We are currently seeing an issue with John Hancock Retirement Plan Services returning a 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 will post updates as soon as we do. If you would…
New Feature Alert: Transaction Rules Enhancements!
Transaction Rule changes have been introduced to the Quicken Simplifi Web and Mobile Apps! This is just the first phase of the enhancements and provides the same fundamental functionality as the existing Transaction Rules model. However, users will now be able to choose if they'd like to use the statement name or the…
How to post to the Community
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…
Getting the most out of the Community
Tips and Tricks * Use the reactions. These let you share how you feel about other’s comments. The most liked content shows up on the Best Of page. * Mention others. Put an @ symbol before the username to mention someone. They’ll get notified when you do. * Update your notification preferences. You’ll receive a notification…

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