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The robot said I should use the gear icon and select flags. The gear icon has seven options, which don't include flag. What if a bot doesn't answer my question? Is there a way to get a representative?
I don't seem to be able to setup a split on my recurring insurance payments. These are monthly transactions that include auto, home, RV and umbrella policies on a single payment to my insurance company. Am I missing something?
Trying to evaluate Quicken for Windows and Simplify right now. Even though Simplify doesn't have the Bill Pay functionality, one thing that it really should have at a minimum is when you have a 'linked' bill pay account, you should have the ability to click on a button that would bring you to the bill payer website and log…
When looking at Investments > Portfolio, there is a column of 'Related News' on the right-hand side. Every article is by The Motley Fool, which pretty much makes it clear this is advertising and not a true offering of helpful investment information from a set of diverse, unaffiliated sources. I do not expect to see…
This discussion was created from comments split from: Transaction List scroll jumps back to the top of the list (edited).
Hello everyone! Here are the issues and features we were able to tackle with the 6.15.0 Web Release, released April 15th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Transaction amounts are misaligned in Planned Spend when they exceed 4 digits. FIXED: Net Worth report total amount…
When splitting transactions, it would be nice to be able to add notes about that split, just like you can in non-split transactions. Adding "Tags" is nice, but I find "Notes" more useful than "Tags".
I'd like to assign all transactions with the words "payment/deposit" in the action column to a specific category. Rules should allow assignment of category based on action type.
One little feature I loved in Quicken Classic was the “distribute proportionately” button when entering receipts on a transaction. For example, if you had .97 cents left, you could click a button and distribute the amount proportionally between all the existing splits. More expensive splits got more of the leftover…
Having the option (e.g., in the Settings) to always show some of the additional fields (e.g., Tags) when splitting a transaction would save so many clicks, e.g., for users who split transactions purely for the sake of assigning different tags. Having to perform multiple clicks to reveal the Tags field for each new split…
It would be great to add some flexibility to the Retirement Planning tool to allow for a change in circumstances at a certain time in the future. In other words, provide the option to indicate current income and spending for, say 10 years, but then reduced income and increased spending due to the loss of a spouse or…
Hello Is it possible to make a rule that will take a transaction and split it between my two home businesses and personal expense based on percentages? For examples lets say my mortgage was: Expense: $1000.00 Personal Expense: 65% Business 1 Expense: 20% Business 2 Expense: 15% That would save me so much time. Is this an…
Have there been any updates to the Barclay connection issue? Looking for a timeline of when this will be fixed.
Merrill Lynch Benefits Online on Quicken Simplifi used to connect to https://www.benefits.ml.com/ but now the only option is to try to connect to https://www.ml.com, where I do not have an account. It's no wonder I get the following error when trying to add this account to Simplifi: "Authorization access requiredWe are…
This discussion was created from comments split from: How to run a report for a date range? (edited).
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 Voya Financial returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This may start as a "No eligible accounts found" message for existing accounts; however, disconnecting and reconnecting results in the "You have already added all your…
We are currently seeing an issue with Valor Bank returning an FDP-2102 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…
We are currently seeing an issue with Raymond James & Associates returning an FDP-155 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
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…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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…
NEW 4/8/26: Barclays - Missing Transactions
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