Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
Join us in The Water Cooler!
Try out Quicken Assist Chat and share your experience! We’d love to hear how it’s helping you manage your finances and any suggestions you have. The announcement for this feature has more details on how it works:
I sometimes can't remember all the instructions from a chat and the box blocks part of the Settings menu as well as the "three dots" that allow me to edit transactions. It would help to either make it moveable or have it pop open in another window so I can refer to the instructions as I perform an action.
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]
🎉 Great news! Dynamic Date Ranges in Reports are now available to all Quicken Simplifi and Quicken Business & Personal users! Thank you to everyone who shared feedback and helped shape this enhancement. You can learn more about the feature and how it works in our announcement here: We'd still love to hear your thoughts! If…
Hi, My Chase credit card balance in Simplifi is showing nearly $7,000, but in reality it's like $1,200…? How can I fix this?
We’re excited to announce that Quicken Assist Chat is now available for 60% all of Early Access Basic subscribers 50% of all 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…
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
Spending Plan is the reason I use Simplifi. I find it very helpful to see the average amount I can spend daily for the remainder of the month. I would find it even more helpful if I could visualize my target spending rate for the month against my actual spending in a time series graph, similar to the image below. (The…
Keeping reports up to date just got a whole lot easier! We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users. One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay…
We are currently seeing an issue with Nordstrom Card Account returning a 530 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…
This discussion has been merged.
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…
This discussion was created from comments split from: Issue with Raymond James Financial Connection (FDP-185).
Trying to connect to my credit union but getting this error. Anyone else with this issue? URL is https://secure.communityamericaonlinebanking.com/
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,…
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…
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…
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…
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…
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