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What is the latest update on the manual account issues? My manual accounts are still showing zero balances. I have a ticket number from support but no idea how to get an update.
After some initial bumps, the Bill Connect feature for credit cards is mostly working well - with the exception of my American Express credit card. For all my other credit cards (Chase, Citi, Capital One, even Gap/Barclays) the reminders for the upcoming payment adjust to the latest statement amount shortly after the…
when changing categories, the selection should default at the current category. Typically the assigned needs to be updated to a sub category of the same. In addition, a list of suggested changes at the top would be useful.
Currently, I have to manually expand all months to ensure that I am selecting all visible transactions before downloading a CSV. As the # of months grow that this product has been out, that could be a lot of scrolling and clicking. It would be nice to have a way of selecting "All" and of course more robust such as by date…
I have 3 store credit cards that are all managed through Synchrony. I recently created a Synchrony login, which shows all 3 cards and allows me to manage them all from this one account. However, I am unable to add this Synchrony account in Simplifi. I know the credentials are correct, and I have tried every variation of…
I manually linked a transaction today (a transfer from one of my bank accounts to another). The date of the outgoing transfer transaction was 2/6 and the date of the incoming transfer transaction was 2/9 (today). Linking the transactions changed the date of the original transaction to 2/9. Now if I manually change the date…
This discussion has been merged.
I really appreciate that QS has added the ability to view Notes in Watchlists and Reports BUT I'd really like the Notes to remain "checked" on as the currently, when I go to another area in QS and come back to Reports or Watchlists, the Notes box is "unchecked" Thanks
I've been using import from CSV for quite some time now and it used to trigger the application of Rules to Rename Payee, Update Category, etc. At some point in the past few months this stopped working. Now, when I import transactions from CSV the rules don't trigger and I have to rename payees and assign categories…
Someone somewhere thought it was a good idea to make you have to click twice to change a category for a transaction. Apparently, some people complained because they were accidentally clicking categories and changing things. Instead of asking people to pay attention when they're doing things, we just make it harder for…
I just set up my Simplifi. I tried to set up the Credit Score. I received the link to start my credit score verification in my text but when I click on it it brings me to this page: And this is what is displayed on my Simplifi Dashboard: How can I get this to work?
Hello. Sallie Mae Banking has not synced since September 2025. When is this issue going to be resolved? It's been nearly 6 months…
I just moved from Classic to Business/Personal web based. So many positives but surprised and disappointed that reconciliation of accounts to my bank statements is not available. The first thing my CPA asks when supporting me is I want your bank reconciliation reports! Please add that feature that was so useful in the…
Saw this discussion was closed. It's not fixed. Not working.
Spent another morning (3 hours) dealing with the same issue as described here so I took screenshots this time and will try to stay focused on the primary source of my frustration. As described previously, when I apply a payment to an invoice, IF the payment amount being applied is equivalent to any previously applied…
As promised, from the posts here and here - I made separate posts for the other "elements" of the main issue. The full sequence of button clicks is captured in the here so I won't re-type all that in this post. The issue is that the "You got paid" → "Apply Payment" → Select payment to apply ALWAYS results in a "No Open…
We are currently seeing an issue with US Bank Brokerage accounts not downloading transactions in Quicken Simplifi. Per US Bank, if customers have any questions or concerns about this outage, they should contact US Bank. 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 6.7.0 and 6.7.1 Web Releases, released February 18th & 19th: FIXED: Sign-in widget in Safari enters an endless spinner loop when the user's session times out. FIXED: Various fixes for Net Worth (Early Access). FIXED: Various fixes for Privacy…
We are currently seeing an issue with HealthEquity returning an FDP-108 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 ATB Financial returning an FDP-101 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 Bilt Rewards where transactions aren't downloading in Quicken Simplifi, as well as a $0 balance being displayed for the account in Quicken Simplifi, and an INSTITUTION NOT RESPONDING error being returned at times. This is a known issue that we are working to resolve as quickly as…
We are currently seeing an issue with FirstBank of Colorado returning an FDP-7500 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’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…
Sales Receipts are a great way to provide clients with proof of payment—perfect for on-the-spot payments, situations where a formal invoice isn’t needed, when a client wants confirmation that an invoice has been paid, or even to document completed work for your own records. The Sales Receipts feature is now live in Early…
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…
NEW 2/20/26: HealthEquity returns an FDP-108 error
Congrats to our most Active Monthly Users!
