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On the Reports page (new reports) > Spending, if you select child categories and top-level categories together, it won't chart the top-level categories. For example, select Fast Food and Restaurants (under Dining & Drinks), and also the top-level category of Groceries, the chart will only show Fast Food and Restaurants.
Mac Tahoe 26.2 and Safari 26.2. When I transfer money from checking to Apple Savings, Simplifi does not recognize the transfer and makes the category Income. I assume this is because Apple shows the deposit immediately and the banks does not show up for a day or two. However, when Simplifi has both transactions and I…
If I input a transaction in the future, it should be subtracted from the left to spend category for the month-At the moment, only recurring bills are subtracted. This makes me think I have more money to spend than I do!
Please help - I'm stuck and can't find an answer anywhere. I had a custom income amount set in my spending plan but now I want to change it for all future months. If I go to the Spending Plan tab I change change it for one month (by changing to Use Calculated Amount and then back to Set Custom Amount) but this only changes…
On the web version, while in a transaction, when you select a category, you can only see the category name, not the parent category name. This can be confusing. For instance, with these categories: Donations > Gifts Personal Income > Gifts Awhile ago I was thinking that Simplifi didn't allow two categories with the same…
The Quicken Simplifi Web App is receiving an update to the transaction list. Let us know of any issues you experience or any additional suggestions you may have by leaving a comment below! Our announcement for this enhancement can be found here:…
Trying to reconnect Empower (yes, at 6AM EST) and getting this error. Anyone else seeing this? Is this related to their migration? This is for a regular Empower 401k.
I would like to participate in the escalation for developing the BILT 2.0 integration. Ref: https://community.simplifimoney.com/discussion/comment/65454#Comment_65454
Want to show someone Quicken Simplifi’s features or your progress toward financial goals without revealing private details? We’ve heard from users that this is a common need—and Privacy Mode, now available to 20% all of Early Access on the Wep and Mobile apps, makes it easy! With Privacy Mode, sensitive information like…
I would really like to be able to use an AI chat to find answers to questions about my finances and generate reports as spreadsheets. Eventually, this could also perform actions such as "Add X tag to all expenses on Y dates".
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…
Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past,…
This discussion has been merged.
This discussion was created from comments split from: ADP Retirement Services - Care Code: Not found / FDP-103 (edited).
Too bad Quicken wasn't quicken-ough to integrate Bilt 2.0. Forced to cancel and move to [removed competitor mention] or something else
This discussion was created from comments split from: Unable to add Synchrony Store Cards to Simplifi.
I share a house with my partner and want to be able to use the tool to track half of the real estate asset as well as half the mortgage liability. I know I can do it manually, but I'd like to use the Zillow and bank connection tools to automatically update both things.
With the recent upgrade to version 6.6.0 (63814/e6f49d562d), transaction data for Fidelity Cash Management accounts (synced via Mastercard Data Connect [a/k/a Finicity]) is now misaligned in the main transaction table. Specifically: Some rows display the Payee in the Category column. Other rows display a pricing statement…
This was working for me a few days ago. Do you know about this issue?
The account connects and it pulls in the account details but the balance is always 0.
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 are aware of an issue where Freedom Credit Union PA is 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 be…
We are aware of an issue where Macy's Credit Card users are receiving 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…
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…
We are receiving reports that users are unable to connect to Marcus by Goldman Sachs because the bank no longer supports downloading. Users who have previously connected their accounts to Marcus by Goldman Sachs will see a message that the bank no longer supports downloading when they try to update their accounts. This is…
We are seeing an issue where Quicken Simplifi users are receiving an incorrect share price with FIMM Government (FRGXX) and Fidelity Treasury Money Market Fund (FZFXX), causing an incorrect net worth. 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…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
