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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.
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…
The help article on setting up a Recurring Transfer Series has this helpful note: But it seems I'm confused about what Money Out and Money In really mean. I thought that Money Out would mean the sending side (the one where the transaction is negative), and Money In the receiving side (the one where the transaction is…
That title is pretty awkward, so here is what I mean: 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 Money In exclusions always…
Robinhood has a new banking product and I have 2 checking (individual and joint) and 2 savings accounts (individual ans joint) with them. When I add Robinhood, I do see the checking accounts but the savings account don’t show up. Can you please fix the code to allow adding savings accounts. FWIW, I tried to add Robinhood…
Hello Simplifi Community. Hey listen, I keep getting account errors about a Care Code: FDP-101 when accessing all the Firstbank Accounts. Anyone else having this issue? Is there any timeline for resolution. It has been 83 days. Wow.
Hi, I had successfully connected some TIAA accounts, and they were working perfectly until, oh, maybe a week ago. Now, the accounts are unable to update. When I try to reset them, I get the error message: We are unable to connect to TIAA at this time. Please try again later. Care Code: FDP-105 I can log on to the web…
The last transaction of any kind from Citizens Bank is from 12/9/2025. I've reset the connection several times. The balances are all correct, but I need the transactions for my spending plan. I'm assuming this is related to your new connection method to Citizens.
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.
Is there a timeline for implementing a advanced security login requirements to insure the safety, security, and intergirty of protecting all of banking information? Microsoft Authenticator or text email code as an example.
This discussion has been merged.
So, I have an odd one . . . my "Client Invoices" account shows that I have a $65.00 credit in it: However, it shouldn't. All of the transactions in the account total to zero. If, for example, I download the transactions to a CSV and then have Excel sum up all the transactions, they total to zero: Why is it doing this?…
I am relatively new user to Quicken Simplifi and I have experience a number of issues. The most current one is the Review flag being reset to Not Reviewed. I did see where there was a previous issue with marking pending transactions to Reviewed. Is this still an issue? Does the Reviewed setting currently work consistently?…
This discussion was created from comments split from: Exporting the Income & Expense Report to CSV does not show the category names in the file (edited).
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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