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I've bought the Business & Personal package so I could manage two different spaces. Works great, except for all the Business stuff I don't really need and just complicates the UI. The most obvious is "Business Setup" widget that appears at the top of the UI. Since I don't have a business I haven't gone through the setup,…
I've been using "Planned Spend" to set goals for max I should spend each month in each category. Works well, when in the month, but after the month has passed it sets the "of Max" value to be whatever I actually spent. I'd prefer it to continue to show the Max value in each category, so I can go back several months and see…
Using Web Version: 6.13.0 (65355/ab764330c8): Today (4/7) I had a 4/6 pending transaction listed on my Transaction Activity for a credit card account in the Pending section. I clicked the "…" to edit the transaction, and changed the date to 4/10. Instead of it moving up to the timeline, or simply staying in the Pending…
Hi there, I used to be able to create a rule while I was updating the category of a transaction. That option has been removed. Can you please add it back? It is challenging to have to leave the transaction and navigate the menu to find the rules feature to then remember the text of the transaction to be able to create a…
I had to manually enter two transactions (not sure if there are others) that were several days past posting in Quicken Classic (I use them both).
Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
On simplify on the web, if on the left menu i click upcoming, then up top I select 'cash flow', it always starts with '1 month'. I might make it 3 or 6 months, but if i exit and come back it is always '1 month'. This is different than how cash flow works on the account pages, where it remembers. Make it remember.
Under Reports>Refund Tracker, please consider adding the ability set customized groups of refunds...maybe called "Refund Type". It would make sense to go here and - to keep the interface clean/less confusing for those who wouldn't use it - it could just be a line of text that said "Want to set a Refund Type? Click Here"…
I've noticed that some people are downvoting feature requests in this product forum that users have said they need. I don't understand why some users should be able to nullify other people's requests by downvoting them. If someone needs a feature, they need it. Downvoting by others will lead to an undercount of how many…
I was able to link to my account but there are no transactions.
Take a look at the attached image. It does a great job of portraying how bland and boring the transactions view is in Simplifi compared to Monarch. Simplifi is painful to look at in comparison. Please bring some life and color to the transactions area.
Monarch has a better look to their lines on the investment performance charts and also gives you a nice comparison to see how you stack up in performance against the S&P 500 (it even does this as you hover over the lines for all the dates). Would love to see these two areas improved. See the attached image as an example of…
One thing the dashboard page lacks is the ability to see total liabilities at a glance. The breakdown section under net worth is very nice, but I wish this could be added as a card on the dashboard. It's great to see net worth right on the dashboard, but being able to also see liabilities right there as well would be a…
The ability to filter by follow-up flag was removed from reports recently, I think it should be brought back. I have been relying on this feature to conduct my regularly financial reviews and now there is no way to conduct the same review effectively. I can use the Reviewed/Not Reviewed filter (under Advanced filter…
There needs to be a prompt when a user deletes something. Something like 'THIS IS GOING TO BE DELETED, ARE YOU SURE?'. This is basic UI going back to the like the 90s, I'm at a loss why its not here. I'm a little aggravated because I just tried to enter a SPLIT transaction by double clicking on the row and it deleted…
We are currently seeing an issue with Barclays where transactions are missing 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…
We are currently seeing an issue with Westerra Credit Union 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 like to…
With Early Access enabled, Web App users will see a new “Beta” toggle we have upgraded most of the reports in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and…
We’ve made it even easier to understand your finances right from your transaction registers with the Spending and Income tabs! With Early Access enabled, you’ll now see three tabs at the top of your register on the Quicken Simplifi Web App: Transactions – your regular register view you’re already familiar with Spending – a…
We are currently seeing an issue with Navy Federal Credit Union returning a 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 we will post updates as soon as we do. If you would like…
Hello everyone! Here are the issues and features we were able to tackle with the 6.13.0 Web Release, released April 2nd: FIXED: The month names overlap each other in report graphs when run over time for an extended date range. FIXED: The first click when selecting a payee during Payee Watchlist creation does not check the…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
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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[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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