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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.
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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.
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Once again, Simplifi disappoints by showing no failure to connect but still not fetching transactions for University Federal Credit Union (ufcu.org) with the last transaction shown even though UFCU shows FIVE transactions since then. Since this happens month after month, how can I get it escalated?
I would love the ability to visualize our data using a Sankey diagram. They are visually appealing and a quick way to ingest a lot of data rather quickly. I have posted a picture below for those who are not familiar with the Sankey diagram. See below: It would be awesome to see within the monthly summary, across various…
Insights defaults to Income By Month every time I go there, but that is almost never what I want to see first. I'd like to be able to select Spending By Category, and a time frame, and have that same setting retained each time I come back to Insights.
Would it be possible to add the Chase Marriott Credit Card to the BIll Connect database?
Reviving this idea! I would find it really useful to see this visual as part of the net worth as well!
Is there any plans for a public API? This way I can either submit transactions to update my net worth such as vehicles or properties?
Following days of receiving an FDP-103 error after months of problem free connectivity, I now receive a QCS-0429-2 whenever I try to connect or even supply my login credentials for Primis Bank under any and all of their various options. I'd welcome any helpful input.
I'm looking for advice on how to structure this. I am not an accountant. Prior to QBP: I didn't have any business accounts in Simplifi. I had a manual (not a real-world) Owners Equity Account that personal money would get transferred into. Money would go into it and never come out so I generally knew how much personal…
Please add the Card Center Direct digital banking platform used to manage UMB Financial Corp credit card accounts. https://www.cardcenterdirect.com
Please consider for users to be aware of credit card payment due, adding feature to set recurring series with balance as of specified X date after specified Y days. For example, I want this series to evaluate on 12/05 the balance then create payment reminder on 12/30 with the balance.
Reviving this idea to pull paystub information from Workday into the income buckets. This would help track total annual salary, taxes, insurance, employer contributions.
Access to my Barclays Online Banking accounts which had been perfectly accessible through the Simplifi app for iOS until 5 days ago, now returns an FDP-103 error and a prompt to reenter credentials. However, upon repeated attempts over several days, I receive a message that the institution is not accessible - despite being…
I would love the option to change the dates separately to split transactions - for example - I received a refund and would like it to "pay for" multiple months worth of specific expenses. Also, be able to make comments on each split separately.
My tax refund landed in my account on March 4th, and was showing up in my income until today. Now that its not showing up, spending plan is a mess. Where did that deposit go? How do I get it to show up again?
For Desktop > Investments > Balances, let us add context notes customizable by us that we could reference out in the future. I'm picturing it like with Excel where you can right click a cell and add a random note. Then, when you hover over it in the future, you can read/edit that note. For example, my first x would be when…
This is an old topic, but i have to dig it up again. I've been trying to clean up my payee list recently. I found at least one instance where payee names are coming up in Filter that are not coming up in results. I believe i had asked for the ability to delete payees in the past, and someone said they came from the actual…
Hello everyone! Here are the issues and features we were able to tackle with the 4.49.0 and 4.49.1 Web Releases, released March 5th & 6th: FIXED: The 'Undo' button doesn't work when creating a new Recurring Series from the Dashboard or Transactions page. FIXED: Incorrect cursor used when hovering over the transaction…
We are currently seeing an issue with X1 Card returning an FDP-187 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 HealthEquity 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 will post updates as soon as we do. If you would like to be…
Spring is here and we all want to know what you guys like doing when the weather decides to get warmer! Spring Break, Mardi Gras, and even St. Patrick's Day bring about a lot of great activities for everyone this time of year. I myself love finally seeing the color return to the trees where I live. Let us know what you…
Are you passionate about the Quicken Simplifi Spending Plan? Do you use features like Savings Goals, Transfers, or Rollovers? If so, we'd love to chat with you! Click the link below to schedule your session —
Vanguard is changing its connection method with Quicken Simplifi. Vanguard has set the date for this connection cutoff as 2/20/25; unfortunately, in early testing, we discovered issues with the Vanguard authentication process that prevents some users from completing this connection method change. Users may see nothing…
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…
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