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Hello, I’m running into an ongoing issue with how Simplifi handles short-term CDs when they mature and close, and I’m hoping to find a recommended workflow. Here’s the scenario: I regularly open short-term CDs (for example, 3–5 months). When the CD matures, the full balance (principal + interest) is automatically…
When connecting Verizon Wireless, I enter all my information correctly, but it is saying Activation is rejected by Biller. Is there any support to why this is happening? I have Verizon Fios, and able to get that biller to connect just fine. Thank you
Add Rippling integration for Commuter Benefits and FSA accounts to manage transactions and balances
I have now spent probably 10-15 hours going round and round with Quicken on two separate occasions trying to apply payments to invoices. I create invoices weekly, and for one client I have multiple projects. My client submits payments based on a weekly billing schedule but they pay 2x per month, generally resulting in one…
Similar to the way you can add multiple tags during bulk edit, I would like the ability to remove multiple tags during bulk edit.
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
This is really needed for Cash Management accounts from Fidelity and other Investment Firms that act like checking accounts. Generally they come with debit cards, bill pay and checking features. The cash in the accounts is generally tied to interest from Sweep Bank accounts or to a single cash fund such as a Government…
Last connection was almost 50 days ago. Please provide an update.
Maryland 529 has implemented a new aggregator-specific authentication process for third-party financial apps. They now require aggregators (such as Simplifi) to authenticate via a dedicated aggregator endpoint: https://maryland529.com/aggregator Because this new authentication process is not currently supported or…
I have been trying to connect my Human Interest account for several months now. I keep getting the "FDP-105" error code. There have been a few discussions already, but the most recent update I can find is from 10/30/25.
Is there way, or a post somewhere to vote up, to request additional billers? Ones I'd like to see supported are; Geico, Netflix, Sirius XM, Quicken Simplifi.
getting error: We are unable to connect to Movement Mortgage at this time. Care Code: FDP-155 I did review community threads for a similar issue. Other users reported the issue with this company, but with a different error code. Also checked the error on this error code, but none of that resolved the issue.
I want to track my checking account to make sure there is enough money in the account to pay for expected expenses. But the spending plan feature only processes new income and expenses for a month. But that is not how accounts work! There is often money left in an account from the previous month. Simplifi allows carryover…
Is there any chance that Simplifi will support Apple FinanceKit, so I can add my Apple credit card and Apple Savings accounts to my dashboard?
I download transactions annually into Excel for further pivot table manipulation. Last year Jan 2025 i got multiple rows for SPLIT transactions. as shown in Figure 1 below: Parent row with SPLIT in the category column and child rows for each split with valid category/subcategory. It was kind of a pain that the columns for…
Hello, I am comparing this app with Monarch and trying to decide which app to go with. Quicken has better bank connectivity; however, it is missing the key feature of comparing my budget (spending plan) with my actual expenses by month and by year - as a key view that comes up quickly. I am looking for an app that will a)…
I’ve been a Quicken user since the days of DOS, and only last year transitioned to Simplifi. While I genuinely like the overall performance of it, my only regret is surrendering the incredible reporting capabilities of the desktop version. My question is whether that is something the development team believes is worth…
Hi everyone. Major issue, I believe. Yesterday, the last payment of a car loan was processed and the account showed zero balance in Simplifi. I went ahead and closed the account. This morning, while checking my Spending Plan for the month, I noticed a strange transaction. Upon further review, it was the car payment…
Happy New Year! As we kick off a fresh year of financial well-being, let’s set the tone. Instead of a long list of resolutions, if you had to pick one single word to describe your financial focus for 2026, what would it be? Stability? Travel? Automation? Drop your word in the comments below! 👇 -Coach Jon
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
We are currently seeing an issue with Grand Bank-Tulsa OK returning an "invalid_client" error during the OAuth flow. 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 Empower Retirement returning an FDP-6000 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…
Small Steps to Strengthen Your Financial Foundation for 2026 By Coach Jon Quicken Simplifi is designed to be flexible, allowing you to pivot when your circumstances change. By leveraging three key features: Watchlists, Savings Goals, and Recurring Series, you can build a financial plan that isn't just about tracking the…
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…
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…
[ONGOING] 11/24/25: Elevations Credit Union-CO returning to.100 error/FDP-101 error
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