Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
Join us in The Water Cooler!
Currently in the Android app, when editing a transaction and changing the date, you only get the minimal date picker (the slot machine looking one), which doesn't show the day of the week. Most of the time when I'm updating dates, the day of the week is the context I need. Ask: please use the full date picker (whiach shows…
Trying to connect to my credit union but getting this error. Anyone else with this issue? URL is https://secure.communityamericaonlinebanking.com/
Simplifi does a nice job of automatically downloading the statement balance for credit cards. It's a great feature, honestly. However, it often happens that a credit is posted to the account after the statement close date, and when this occurs, the automatic payment on the card will be less than the amount shown on the…
I’m unable to add my Freedom Mortgage account to Quicken Simplifi. When I start the process to add a new account and select Freedom Mortgage, I see the message, “Quicken Simplifi uses Mastercard Data Connect to link your accounts,” and click Next. I’m then prompted to enter my Freedom Mortgage credentials and a one-time…
Whether it’s a full Trailing Twelve Months to the current date (like 8/4/2025-8/3/2026) or a Trailing Twelve Months to the last month end or similar [edited for clarity]
I saw in an earlier thread that investment income is not included / can't be included in income for reporting and tracking purposes. This renders Simplifi pretty useless to me. As a retiree those numbers are an important part of my monthly income. [removed - no soliciting]
This discussion has been merged.
please bring back the ability to create a rule from the transaction on the mobile app. Removing the check box and this functionality is extremely inconvenient and should be part of Simplifi
I'd love to see a phone widget that can show you how much you have left to spend in the month. That would make it super easy to see at-a-glance.
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Web Release, released August 5th: FIXED: Net Worth dashboard card graph gets distorted. FIXED: "Add manually instead" is incorrectly displayed when linking a manual real estate account to Zillow. FIXED: The 'Show excluded' filter in…
This discussion was created from comments split from: Issue with Raymond James Financial Connection (FDP-185).
I moved to Simplifi when Mint closed and was able to import all my accounts / data which was great. I have a lot of closed accounts. When I go to the Settings -> Accounts to manage accounts / update connections I have a lot to scroll through. It would be very useful if there was the ability to filter the accounts with…
We are currently seeing an issue with American Express returning a CP_SCRIPT_ERROR, CP_ACCOUNT_NOT_FOUND, or "You have already added all your accounts at this bank" error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available,…
I can't be the only one experiencing this… whenever I am entering dollar amounts in a transaction, the data entry is HORRIBLE. The delete key doesn't work. Backspace doesn't work right. When I type digits they don't always appear where my cursor is. If I try to shift+select to erase the entry it doesn't work. It is so…
HealthEquity has moved to passkey-only authentication and now permits exactly one financial data aggregator: Plaid. HealthEquity support has confirmed this in writing to multiple users: "Due to our recent security upgrade to passkey authentication, HealthEquity does not support connections with financial data aggregators."…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Mobile Release, released August 5th: FIXED: The positive sign is not displayed for a category row in the Spending Transaction report when its total value is positive. FIXED: The progress banner for the Spending Plan getting started flow…
Keeping track of business expenses is now easier with Expense Receipts — a new way to capture, organize, and manage your receipts directly in Quicken Business & Personal. Whether you’re taking a photo of a receipt while you’re on the go or uploading receipts you already have, Quicken can help extract important details and…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access all users on the Quicken Simplifi Web…
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…
Congrats to our most Active Monthly Users!
