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In Quicken Classic there was a screen that showed how actuals compared to budgets. Available for any month or YTD. In Simplifi income/expense report only for one month. I would like to see similar to Quicken Classic Mike Z
I have this rule setup. My partner transfers money into a shared savings account. I want to update the Payee name and make the category Balance Adjustment. I think the issue is that the category to update is Balance Adjustment, the rule is not working and may be a bug in the system.
Q. I have been running Simplifi and Classic side by side for couple of months. I have had Classic for over 2 decades. In Simplifi (web) it shows all investment transactions, with "Description/Category". If you try to update "Category" it defaults to Security/Payee. It seems if Simplifi is going to show "Category" on the…
I have a Lowe's credit card payment set up as a recurring transfer series for $0. We don't have a balance on that account every month, but I want the reminder to prompt me to pay it when we do. Also, with the new bill connect, I want the balance to show up in the cash flow once the statement cuts if there is a balance. I…
if I go to projected cash flow from my ipad, And I edit one future transaction amount, such as adjusting a credit card payment, Future cash flow balances do not update unless I leave the projected cash flow screen and come back in.
In Quicken Classic there was a screen to allow adding a calendar yr budget with months on top and categories in rows. . I think calendar yr when budgeting but Simplifi only allows one to add budget items each month (granted bills can spread across months but planed to spend does not). I have to enter an annual budget in…
I logged in for the first time since December and the UI is slightly different. It's all slightly buggy and jumpy. Buttons I press get randomly undone a few seconds later… Honestly has me wishing I didn't renew in January. Please fix this or revert to the old UI. [removed - off-topic]
My established expense series in Planned Spend appear through December 2026, but they do not appear in any months of my 2027 Spending Plan to date. Since these are recurring, I would expect them to continue into every future month available, not stop at the end of the calendar year. I started using Quicken Simplifi in 2025…
Hi, How do I get transaction amounts to show in reports run by category? I’ve run some reports by category, but no amount is shown for the transactions. I’ve tried hovering over column headings for the “manage columns” option, but I haven’t been able to find that option. Thank you!
Hi, I’ve tried for some time to add my Macy’s credit card to my accounts, but never have been able to do so. (I’ve received a variety of error messages.) The url is: https://www.macys.com/my-credit/gateway. How can I add this account? Thank you!
Hi, On both Safari and Chrome on my Mac desktop, the settings option in the left pane does not appear. How can I fix this? Thank you!
It seems that my account always gives me 103 errors when I try to add a new account. In fact, I let my Simplifi expire because I could not get any help resolving this issue. I see that Natalie said that the account "MOST Missouri 529 Savings" was already added to Simplifi's list of FIs, so she closed a discussion. I can't…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Simplifi. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the bank fo America site or app you typically use to manage your third-party consents for assistance." This…
We are currently seeing an issue with PennyMac Home Loan Solutions 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…
We are currently seeing an issue with Comerica Bank 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 we will post updates as soon as we do. If you would like to be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 and 6.12.1 Web Release, released March 25th & 27th: FIXED: Deleting a Recurring Series from the Edit Series modal does not generate a confirmation prompt. FIXED: Cash placeholder icon is using the incorrect background color.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 and 6.12.1 Mobile Releases, released March 25th & 26th: FIXED: Searching transactions by payee fails when the payee name begins with a number. FIXED: "Add with Zillow instead" option is missing when adding a manual real estate account.…
We are currently seeing an issue with American Express returning an FDP-101 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're experiencing this…
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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