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Currently been have issues over the last few days with ADP Retirement services logging in .
I cannot see Check # in the downloads to .csv I saw the thread about how Check #'s were brought back into the transactions, but what am I missing in trying to see them in the download to .csv? Thanks.
I would like to participate in the escalation for developing the BILT 2.0 integration. Ref: https://community.simplifimoney.com/discussion/comment/65454#Comment_65454
This is self explanatory but I would like to be able to rearrange savings goals in the goals page.
My bank, First National Bank of Omaha (FNBO), is lagging behind for when the transactions show up in Simplifi. It didn't used to have a lag like this but over the past few months, the lag is at least 2 business days, sometimes 3. I also have FNBO Direct and it updates timely as does my Wells Fargo account. Every day I…
The number of shares shows correct but the price not showing up. Seems like The ticker isn't symbol isn't parsed correctly. For example. TSLA stock is showing as TSLA.EQ, ARKQ stock showing as ARKQ.EQ
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…
When in settings and viewing the categories (or tags) there is no way to see if the category is used or how many transactions are linked to it. In Quicken there is this capability and I have found it very useful for determining lightly used categories or unused categories. It is very useful for consolidating categories and…
Need to add Rakuten AmEx/Imprint account.
I think Recurring should be able to total the numbers in each screen whether it is bill/subscription/income, etc. It would be nice if it shows totals there.
I prepare a monthly invoice for a rental property that includes rent, electric and internet. When the invoice is paid as a lump sum and I apply the payment to the invoice, how can I be sure that the non-rent income is applied to electric and internet to zero out the electric and internet I've paid seperately?
This discussion has been merged.
We are currently seeing an issue with Chase reporting connection issues with all of their associated instances in Quicken Simplifi. This is a temporary outage that should be resolved by 2:00 PM PST. List of affected Financial Institutions so far: Southwest Airlines Credit Card Chase JP Morgan Chase Bank JP Morgan Chase…
Macys credit returning 102 error for last few days.
Was prompted to re-connect the Chase Bank accounts today and received the following error after completion: Re-authorization required by user for partnerUid: chase_apigee_prod and intuitProperty: quicken Care Code: invalid_grant
This discussion was created from comments split from: Some active goals show up in my spending plan as having $0 monthly contributions (edited).
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…
We are aware of an issue where Macy's Credit Card users are receiving 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…
We’re excited to introduce a new Products & Services section—now available in Early Access on the Quicken Business & Personal Web App! This new feature brings all of your Invoice, Estimate, and Sales Receipt items into one centralized, easy-to-manage location—making it easier to organize, edit, and create items for your…
We are receiving reports that users are unable to connect to Marcus by Goldman Sachs because the bank no longer supports downloading. Users who have previously connected their accounts to Marcus by Goldman Sachs will see a message that the bank no longer supports downloading when they try to update their accounts. This is…
We are seeing an issue where Quicken Simplifi users are receiving an incorrect share price with FIMM Government (FRGXX) and Fidelity Treasury Money Market Fund (FZFXX), causing an incorrect net worth. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.5.0 Web Release, released February 4th: FIXED: Dashboard customization: "Cancel" should discard all changes, including "reset to defaults". FIXED: Split Transaction view has reduced Category field. FIXED: Various errors and crashes.…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
