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Like many of us, a good portion of my monthly transactions are Venmo expenses and reimbursements between friends, roommates, my partner, etc. These are already annoying to individually categorize, but a few months back Simplifi suddenly started hiding these transactions by default from the Spending Plan & Reports. I'm not…
Please consider adding a subcategory of expense under "Travel" for guide services, such as purchased through Get Your Guide or other companies. Consider calling it something like "Professional Services" or similar, which could encompass not only guide services but also concierge service and tips. It would be separate from…
App Questions 1: Why can't I attach a PDF file? 2. Why can't I download or export a attached file? I can only view it…
This discussion was created from comments split from: Unable to add Synchrony Store Cards to Simplifi.
Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past,…
This discussion has been merged.
Is this going to get fixed? I have read other posts about the problem but still a issue. See attachment that AI Gemini addresses.. This information is putting the blame on Simplifi app developers
When viewing Upcoming transactions (Bills), it would be nice to be able to mark the Bill as 'Paid' so it doesn't just show as 'Upcoming.' That way, at a glance, you could tell which bills you have already scheduled payments for and which ones you still need to pay. Currently, the only option there is 'Delete planned…
The Quicken Simplifi Web App is receiving an update to the transaction list. Let us know of any issues you experience or any additional suggestions you may have by leaving a comment below! Our announcement for this enhancement can be found here:…
With the recent upgrade to version 6.6.0 (63814/e6f49d562d), transaction data for Fidelity Cash Management accounts (synced via Mastercard Data Connect [a/k/a Finicity]) is now misaligned in the main transaction table. Specifically: Some rows display the Payee in the Category column. Other rows display a pricing statement…
When viewing the transaction activity for Simplify, using the Firefox browser, the speed of my mouse scrolling is very, very slow inside the box. When I grab the position slider button on the right, it goes very fast and far with very little movement of my mouse. When I put my mouse on the left side accounts box and do the…
The balance Simplifi reflects for one of my savings accounts differs from the balance the bank reports. Last week, I made a $2,000 cash withdrawal. Upon discovering I didn't need the cash on hand, I redeposited the funds on the same day which the teller inadvertently deposited into my checking account (no big deal). The…
Hi everyone. For the first time I received an email: Simplifi Bill Connect: A new bill just arrived Very exciting! Finally this is working. There is a button at the bottom of the email: view in simplifi! And the bill is not there, not listed. I log off, log back on… nothing. No bill. So I check the utility provider's…
I'd like to have a way to have a default manual income in the Spending Plan. I like to manage my expenses to a custom budget and not just off of the particular income for that month. I'd like to be able to set this default for future months and not have to re-enter it every month. I'd like to be able to set this amount…
I have had some transactions recently showing up in the Transaction List with a category list as "NA." When I open the transaction, it says the category is "Uncategorized." But when I filter my transactions for Uncategorized transactions, it does not show up. Here is screenshot showing the line item in the Transaction List…
I was able to connect to BILT last night but no transactions showed up, this morning I am seeing this error: Account needs attention(Care code: INSTITUTION_NOT_RESPONDING)We are unable to connect to Bilt Rewards at this time. Please try again later.
Does a means or method exist to provide business clients with payment receipts? For many businesses, reconciling payments to invoices is adequate. However, I have a client that is requesting a receipt to acknowledge payment has been received. Any help would be greatly appreciated.
Some Discover customers who are attempting to migrate to OAuth might experience an error that states, "We're Sorry, The page you are looking for is not available right now. We apologize for the inconvenience. [The error continues to provide a phone number and support hours to contact]". This is a known issue that we are…
Some Discover customers may experience an issue when attempting to authorize their accounts. In the OAuth screen on Discover's website, the user may see an error: "We have experienced technical error. Please try again". This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to…
Hello everyone! Here are the issues and features we were able to tackle with the 6.6.0 Web Release, released February 11th: FIXED: Able to change investment accounts to non-investment types when resetting the connection for a financial institution. FIXED: When "Mark as recurring" is selected on a transaction, don't show…
We are currently seeing an issue in the Quicken Simplifi iOS app where users are unable to edit bill and income reminders. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.6.0 Mobile Release, released February 10th: FIXED: Searching transactions always shows the same number of returned transactions. FIXED: Unable to edit the account type or link accounts during the reset connection flow. FIXED: Able to change…
We’re excited to announce that Quicken Assist Chat is now available for 60% of Early Access Basic subscribers on both the Web and Mobile apps! Quicken Assist Chat is an in-product AI chat experience designed to help you understand your finances, explore insights, and complete tasks more efficiently—all by asking questions…
We’re excited to introduce a refreshed transaction list experience, currently available to 20% all of Early Access users on the Quicken Simplifi Web App! While the updated design keeps the familiar look you know, it brings powerful new enhancements to make managing your finances even easier. What’s New Customizable…
We are currently seeing an issue with Venmo 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 be automatically…
We are currently seeing an issue with Chase returning an HTTP 400 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 issue in…
We are aware of an issue where Freedom Credit Union PA is 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 be…
[ONGOING] 1/22/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
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