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I've been having issues with Target Circle Card since they updated their online credit card portal. What seems to be happening is that when I update simplify, any charges that are pending will show up as pending but then never be moved to posted and eventually just disappear, even though they did post to my actual account.…
I’m seeing a reporting issue in Reports > Spending. My April 2026 transactions for category CRED CRD RECD PYMNT are present in transaction search, but they are not appearing in the Spending report. These are the 7 April transactions totaling $1,505.31: April 2, 2026 — $78.04 — Payment - Thank You April 6, 2026 — $400.07 —…
Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details:
Searching for the exact amount of 99.00 brings up results of anything that has 99 in it!? (See image) Am I doing something wrong?
I have my paycheck divided into two accounts. The first account is connected to bank but the second is a manual account. I setup a new recurring transaction for my paycheck to split between the two accounts. I set the transaction up linked to the first account and have a split to the second manual account. Transaction came…
When I create a spending report for a time period such as YTD it does not include expense categories that have had large credits so instead of those expense categories subtracting from net worth they would add to it. For example, if I made shopping purchases prior to the time period but then made returns during the time…
Hi, I've noticed that I'm missing historical transactions from several of my accounts for April 2026. It seems specific to the first two-ish weeks of the month from what I've seen so far. It also seems to be related to all account types. That said, I've confirmed Bank Accounts and Credit Cards for now. I've verified it…
Based on other posts (Wealthsimple [connectivity] works again — Simplifi) and my own testing, Wealthsimple connectivity in Simplifi does work—but only to a certain extent. A couple of limitations I noticed: It only connects investment accounts, not chequing or credit cards (which are key for budgeting). The login prompt…
I've noticed in the past 2 weeks, incoming transactions on my Navyist Rewards Old Navy Mastercard, charges are coming through as credits (positive) rather than charges.
Can someone please help me understand this….. If I manually enter a transaction, Q will not "link" that to an uploaded transaction when it occurs? I have several "pending" items from the beginning of April that I manually added so that my balances would be correct….. How long do they sit there? Do I have to go and link…
Suggestion: if I type something in a category box and it's not a category yet, ask me "Would you like to create a new category for XXXX"? This would prevent many categories from being created by mistake (usually either a typo, or if by mistake I typed a tag's name into the category box). It would add one more click for the…
I have been having this issue for the past 3 months where Simplifi just doesn't connect. I have read through numerous discussions, called Simplifi, called ADP 401k but with no luck. I am lost, completely! Could really use some help.
In March, I manually added a checking transaction for $0 to note a Voided check number. It's been listed as Pending since 3-17. Is there a way to list a check number as voided without having it Pending forever? Thanks
Barclay's Bank Card again showing credit for debits.
despite authenticating successfully many times Simplifi keeps reporting a connection issue and asking to reconnect.
We are aware of an issue in Quicken Simplifi that is causing some transactions to be missing. We will be rolling out a fix shortly to address the issue. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
Hello everyone! Here are the issues and features we were able to tackle with the 6.17.0 Web Release, released April 29th: FIXED: Closing a financial institution does not close the associated banking accounts. FIXED: The 'Search' button isn't working when searching for a financial institution. FIXED: Kelley Blue Book…
We are currently seeing an issue with Barclays returning an FDP-103 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…
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 5/1/26: Missing transactions in Quicken Simplifi
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