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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.
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 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?
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…
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…
Saw this discussion was closed. It's not fixed. Not working.
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…
Previously, transactions tied to bills or recurring series had a visual indicator in the transaction list. This was genuinely useful for scanning my transactions quickly. I could immediately see: Which transactions are expected recurring charges that don't need close attention Which large transactions are NOT recurring and…
As of 645 pm Tuesday 1/27 my most recent Fidelity (Elan) card transaction data in Quicken is from Weds 1/23. There is normally a weekend delay but that still means it should have been updated by yesterday overnight. The Fidelity site indicated new cleared transactions around 948am today How can it be taking so long to…
It seems that it is not SIMPLE to create 98% of the categories and subcategories! It would seem to be such an easy fix to auto populate so many more transactions that AI should recognize common to so many customers ie. a utility bill that says “electric” or when “Diner” appears in the name of a restaurant etc. This would…
As promised, from the posts here and - I made separate posts for the other "elements" of the main issue. Again, the full sequence is described here. The main issue in this post is that unchecking the "Invoice payment" box at any time immediately removes the Split's Category selection and results in "Uncategorized." It…
When I deposit multiple checks in my account, and I need to split the total amount of the checks up and apply to separate invoices, the "split" function on Quicken [Simplifi] should do that. However, when I attempt to split the amount, it keeps adding, instead of subtracting the amount of "left to split" thus making it…
Hi, I received the notification that the Freedom Mortgage connection was fixed and was no longer showing a positive balance. I reset my account and it was showing a $0 balance instead. I then deleted and re-added the account and it is still showing a $0 balance.
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!
