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This same issue is happening to me again: https://community.simplifimoney.com/discussion/11320/account-list-in-settings-no-longer-alphabetically-ordered-edited [corrected thread link]
Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
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…
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…
Ability to create bill/expense series with variable amounts, that can even be programmed/scripted based on a set of rules. Could be in an "advanced" editor dialog to keep the main series entry page simple. Example: I have two checking accounts, one for bills and one where the rest of my (expendable) cash lives. I use…
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 VyStar Credit Union 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…
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…
This idea stems from a discussion awhile back. Currently, that I know of, there are two ways to get to Savings Goals. From the side Menu… From the Transaction's/Account List. There are two views in the actual Savings Goal module... Currently, both ways #1 & #2 link to "By Goal". I get that everyone will find different…
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…
This discussion was created from comments split from: Transaction List scroll jumps back to the top of the list (edited).
I have two accounts at Voya that were working fine with Simplifi until a week or two ago when they stopped updating. Attempting to reconnect I get an error "No eligible accounts found." after logging in. [edited title]
We wanted to give you a heads up about scheduled maintenance coming up later tonight on Tuesday, April 14. Starting at approximately 8:00 PM PT, our team will be performing maintenance that is expected to be completed by 11:00 PM PT. During this window, access to Quicken.com may be intermittent and some pages may be…
I am trying to figure out how to use the Savings Goal feature but I'm struggling with it. I set a "general savings" goal for X per month through December, 2026, and set it to appear in the Spending Plan. But the Goal continues to appear in all months I can see in 2027. I have attached screenshots showing this setup. I also…
Please add back the More Options menu for transactions in the iOS app, including the ability to create a rule from a transaction. This used to be available before, and it’s still available in the browser version. This used to be available before not sure why it was taken out.
Coming from quicken classic I am used to reconciling my credit cards. I know Simplify does not formally support this. However when I asked your help system it told me how to add a column in transaction screen that would show reconciliation. However I later discovered that the IOS IPad app does not support this. So now I…
For the past month I've been getting FDP-101 when attempting to sync my SEI account. Last successful sync was 36 days ago. I had MFA properly configured and working for some months. Since you seem to have so much trouble with the SEI connection, I have not tried any troubleshooting on my end other than retrying…
This discussion has been merged.
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.14.0 Web Release, released April 9th: FIXED: Excluded transactions are not greyed out in Watchlists. FIXED: Unable to search transactions by tag in Quicken Assist Chat. FIXED: The Top Spending Categories widget does not show a pie chart when…
Hello everyone! Here are the issues and features we were able to tackle with the 6.14.0, 6.14.1, and 6.14.2 Mobile Releases, released April 8th, 10th, & 13th: FIXED: Able to create holdings for closed investment accounts. FIXED: Redundant refunds created when the Create button is tapped more than once. FIXED: The account…
We are currently seeing an issue with PayPal Credit, MasterCard and Crypto 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 we will post updates as soon as we do. If…
NEW 4/8/26: Barclays - Missing Transactions
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