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Welcome to the Community!
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
FAQ Section
This is a place where mini-FAQs or helpful Community threads can be placed for easy reference!
The Water Cooler
A place for users to hang out and get to know each other better!
Using the Community
You can post any questions or feedback about using the Community here.
Introduce yourself!
Who are you, why are you here, and why are you interested in Simplifi?
Announcements
We'll post announcements regarding Simplifi and the Community here.
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.
Share your Success!
Just hit a new goal? Tell us how Simplifi helped!
Product Feedback
Post your feedback and feature requests here!
Early Access User Feedback
Are you testing out a new feature? We want your feedback. The good, the bad, and the ugly; we want it all!
Feedback
Post your feedback for the Simplifi Team here!
How do you Quicken Simplifi?
We’ve got questions, you’ve got answers. Tell us how you Simplifi!
Report Missing Financial Institution
Unable to find your bank? Let us know here! Note: We cannot guarantee a requested bank will be added to the supported list.
Feature Requests
Have an idea to improve Simplifi? Post it here!
Report a Bug
Need to report an issue with the product? Please add it here.
Using Quicken Simplifi
Here, you can post your questions about using Simplifi!
Using Transfers
Whether recurring or one-time, let us know if you have questions about using Transfers!
Projected Cash Flow
Post your questions about using Projected Cash Flow here!
Achievements
You can earn badges in Simplifi for performing and completing certain tasks. Let us know if you have any questions!
Categories and Tags
Need help with your Categories or Tags in Simplifi? Let us know here!
Using Space Sharing
You can post about using Space Sharing here!
Using Savings Goals
Have questions about using Savings Goals in Simplifi? Let us know!
Adding and Updating Accounts
Have questions or concerns about adding and updating your accounts in Simplifi? Post here!
Getting Started
Have general questions or need help with your first-time setup? Post here!
Using the Dashboard
Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.
Managing Your Transactions
Please post here if you have questions about managing your transactions.
Using the Spending Plan
Have questions about budgeting and using the Spending Plan? Post here!
Using Watchlists
Let us know here if you have any questions about using Watchlists in Simplifi.
Bills and Income
You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!
Using Reports
Let us know if you have questions about using Reports!
Investments
You can post about using Investments in Simplifi here.
Troubleshooting
Having trouble? Get some help.

Recent Discussions

Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)
After using Quicken for years, I've created multiple levels of sub categories. Simplifi only allows two levels - the main level, and then one sub-category level. Please provide the ability for unlimited sub-levels, or at least 4 or 5 total sub-levels..
FDP-105 for Merrill Account
I've been recently getting a FDP-105 for Merrill. Prior posts for it have been closed with no way for me to get updates. Things stopped working roughly 3 weeks ago for me. I'd certainly appreciate an update on expected resolution or workarounds. Can I my Merrill account via Bank of America or anything?
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: Start tracking balances on the date of opening transaction (edited)
Okay, so I tried listing my vehicle on Simplifi. It's really not worth much, private party value under $4000. Anyhow, I created the property today, and I tried editing the "Opening Balance" date to be different dates… First I tried late 2010 when I acquired the car, then I tried late 2021 when I started this simplifi…
Unable to connect to Allstate Biller (edited)
I have 3 separate Allstate Insurance policies that I pay monthly. Auto, Motorcycle, and a landlord policy on a rental house. I am trying to use the connect biller feature but it won't connect. Allstate populates when a search is initiated, I select it, sign in, then a screen that says we're working on linking Allstate.…
Investment Total Cost & Gains: Share your feedback here!
With the new Investment Cost Basis & Profit feature, we want to hear from our Early Access users! Please comment below to tell us how this feature enhances your investment tracking abilities in Quicken Simplifi. We want to hear all feedback, as well as any issues that come up! For more details on this new feature, please…
Add shareholder subdomain from Primerica
Primerica changed their website again recently, to access mutual funds/Roth IRA (upper right of page) is now a separate link for shareholder.primerica.com. Their main page Primerica.com is for MyPrimerica, client services. Simplifi used to gather information from Primerica on my accounts and stopped. Had to go to their new…
Lpl fdp 104
had this error for past week or thereabouts. Again. These connections are too fragile. You need better sla with data sources if you’re trying to be in the aggregation app business. Please advise.
The Education Plan is returning error FDP-102 when trying to add (edited)
Can you please help me resolve this issue? Thanks!
Cleared transaction still shows pending in the tooltip and balance is off
This discussion was created from comments split from: Wells Fargo again > bank vs pending balance.

Trending Discussions

Unable to connect to Allstate Biller (edited)
I have 3 separate Allstate Insurance policies that I pay monthly. Auto, Motorcycle, and a landlord policy on a rental house. I am trying to use the connect biller feature but it won't connect. Allstate populates when a search is initiated, I select it, sign in, then a screen that says we're working on linking Allstate.…
FDP-106 for Alive Credit Union
Alive Credit Union (secure.alivecu.coop) changed platforms recently and now is throwing FDP-106.
AMEX HYSA zero balance
Hi. I have both an Amex Delta card and a new HYSA account. In Simplifi, had no trouble connecting on 11/4/2024 and selecting the new HYSA account to add. Simplifi added the account and the first deposit transaction. However Simplifi shows ZERO balance. I have tried so many ways to change how I add the account or enter…
Lpl fdp 104
had this error for past week or thereabouts. Again. These connections are too fragile. You need better sla with data sources if you’re trying to be in the aggregation app business. Please advise.
Web Release 4.32.0
Hello everyone! Here are the issues and features we were able to tackle with the 4.32.0 Web Release, released October 30th: FIXED: “Oops! Something went wrong.” error after deleting the Category and then clearing the Name field during Watchlist creation. FIXED: The Notes column in the Spending Plan does not display notes…
Cleared transaction still shows pending in the tooltip and balance is off
This discussion was created from comments split from: Wells Fargo again > bank vs pending balance.
Why are "one time" bills excluded from spending plan even though the are unchecked?
Hi there, First time posting. I'm still trying to figure a lot of things out, and think I have dug quite a hole for myself. I just marked a bill as "one time" and see that it shows up in the "Bills" section of the spending plan, but when I look at the transaction details the "exclude from spending plan" box remains…
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…
Incorrect balance from bank causes incorrect projections (edited)
I've posted previously and was kind of hand waived away, but you can see my previous posting on that… The short version, as best as I can tell, is that the projected cash flow takes into account whatever the current balance is being reported from an account, regardless if that aligns with the transactions it's been able to…
NEW 11/05/24: LPL Financial returning a 104 error
We are currently seeing an issue with LPL Financial returning a 104 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…

Announced Discussions

NEW 11/6/24: Chase Investments - $0 Investment Account Balance
We are currently seeing an issue with Chase downloading a $0 balance for investment accounts 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…
[UPDATED] 10/31/24: Navient Loans returning 102 & 105 errors
We are currently seeing an issue with Navient Loans 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 11/05/24: T. Rowe Price Retirement Plans - $0 Investment Balance
We are currently seeing an issue with T. Rowe Price Retirement Plans returning a $0 Investment Balance 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…
NEW 11/05/24: The Kansas State Bank KS returns FDP-390 / 2505 or CP_Server_Error
We are currently seeing an issue with The Kansas State Bank KS returning an FDP-390 / 2505 or CP_Server_Error 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…
Web Release 4.32.0
Hello everyone! Here are the issues and features we were able to tackle with the 4.32.0 Web Release, released October 30th: FIXED: “Oops! Something went wrong.” error after deleting the Category and then clearing the Name field during Watchlist creation. FIXED: The Notes column in the Spending Plan does not display notes…
NEW 11/05/24: Missing Accounts/FDP-106 error with SoFi
We are currently seeing an issue with SoFi 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 to be automatically…
NEW 11/05/24: F.N.B. Wealth Management returning an FDP-105 error
We are currently seeing an issue with F.N.B. Wealth Management returning an FDP-105 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…
NEW 11/05/24: Missing Transactions with Multiple Financial Institutions
We are currently seeing an issue affecting multiple financial institutions and causing transaction download failures 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…
NEW 11/05/24: LPL Financial returning a 104 error
We are currently seeing an issue with LPL Financial returning a 104 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…
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…

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