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I can update the Category and Tags lists just fine, but I can’t seem to update the Payee list. I’m guessing that at some point, someone misspelled a payee’s name, and now that typo is immortalized forever, serving as a permanent reminder of our typing skills, at least for me. Quicken, please fix this design flaw so users…
This is a terrible experience. Latest screenshot below. Going on for days- different error messages- bank says it is not on their end, Quicken says it is on the bank side… why is this so hard?
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.
Both my Citi accounts continuously ask me to fix the connection issue but there is nothing wrong and my accounts are syncing normally. I have tried clicking fix now, remind me later and have reset the connections to both accounts. This has been ongoing for 4 days.
It would be really handy to be able to select the accounts that are included in Net Worth, rather than have them all in by default. Sometimes an account or two needs be excluded for various reasons. Being able to choose the accounts would be very helpful in getting a more accurate or realistic net worth value.
I've been trying for a while to find a solution to this: We'd like to set aside a chunk of our planned spending for "discretionary", i.e. free for all, but track it like all the others. i.e. each month we set a limit for $1000 that we can spend on whatever that's not part of specific category. We like the view that shows…
Hi, I’m unable to add my CareCredit account under connected accounts in Simplifi. CareCredit recently migrated to Synchrony’s new login portal, and since then the account no longer appears as an option to connect. This account used to work previously. CareCredit told me they support Quicken integrations, but Simplifi…
Currently been have issues over the last few days with ADP Retirement services logging in .
This error appears to coincide with when mrcooper.com started "being powered by" Rocket Mortgage. We use the mr cooer website and when sign in takes you to login page "powered by Rocket Mortgage". See: Log In
When I edit the amount of the next transaction in a Recurring bill, the next time I connect to Simplifi it disappears. I have to manually add a new transaction for the same date, amount and category in order for it to show up. This is a huge bug and needs to be fixed.
I have a pixel 10 phone and a pixel tablet. Both devices on the app side are restricted on taking screenshots. Hopefully this reaches the app developer. Here are two articles that blame the app developer for this issue. There is a workaround. I can take screenshots all day long using quicken simplifi on a web browser. So…
This discussion has been merged.
I realize an older discussion centered on this but I'd like to re-request that Simplifi revisit the manner by which Watchlists display anticipated rather than actual expenses which is a function Spending Plan largely fulfills - or at least include a toggle to reflect only actual expenses incurred so far, a useful bit of…
I haven't been able to see any transactions having been downloaded in 6 days. No Transactions at all. Anyone know what might have happened. I can run a Report but there aren't any Transactions from the last date of a download.
I am paying my credit card bills today, Feb 15, 2026. When I enter a transaction for a payment scheduled for March 1st, 2026 the transaction is totally hidden it is not shown as a reminder in the reminder carosel It is not show as a pending transaction in the Transaction activity The impact of the transaction is not shown…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.6.0 and 6.6.1 Mobile Release, released February 10th & 17th: 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.…
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’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…
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,…
[ONGOING] 1/22/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
