Welcome to your community
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
We'll post announcements regarding Quicken Simplifi and the Community here.
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.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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.
Just hit a new goal? Tell us how Quicken Simplifi helped!
Post your feedback and feature requests here!
Here, you can post your questions about using Quicken Simplifi!
This is a place where mini-FAQs or helpful Community threads can be placed for easy reference!
Join us in The Water Cooler!
My Guild Mortgage account connection used to work well, but stopped syncing around a year ago. I have already tried resetting, recreating, to no avail. Tried to find someone online but we never stay available for long enough at the same time to finish with the bug report, so I will do my best here: I am able to provide…
I've been noticing that on my dashboard, the Investments Total Market Value is off by ~ $10,000 from what the total is across all my investment accounts. See the attached screenshots. I believe it may have to do with an issue related to one of the securities not being recognized properly even though at the time of entry,…
Currently only full transactions (non-splits) categorized as transfers are excluded from reports. Whenever a transaction is split and one of the splits goes to a transfer account, it is included on the report and needs to be manually excluded. The feature request is to exclude split transactions that are transfers in…
SQ loaded 4 Investment transactions with a Zero Dollar amount. SQ arbitrarily selected Coffee Shops for the Category. You can change the Category but, when you select Update you are required to put a $$ amount in the Total amount, which should be Zero. Note the Category has been changed and the Total amount is now…
We are currently seeing an issue with Bank of America 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…
The update yesterday said the connection issue to SchoolsFirst FCU was resolved however, I am still getting this response when I try to reconnect: [edited image to reduce size]
With the latest enhancements to reports, including the ability to save them, we want to hear what everyone thinks. Let us know by commenting below! Here is the announcement with more info:
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…
Haven't been able to connect to my Thrift Savings Plan account for something like 9 days. Tried disconnecting and now it won't reconnect at all. Very frustrating. Need someone to address ASAP. Additionally, the AI assistant is not helpful. Just say you can't speak to anyone after 5pm PST and be done with it.
We are currently seeing an issue with Thrift Savings Plan 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…
The gentleman that helped me was unusually patient. He listened well and solved my issue. Also, he taught me how to do some things with Simplifi. I very much appreciate his assistance. I tried to submit this feedback via the email link provided but it didn't work because I had just submitted feedback on another issue and…
Can you create a pane for our main dashboard window, where it finds and lists all subscriptions to apps and services (also lets us edit the list to monitor only the subscriptions we want to monitor),, that provides when they become due for credit card auto-renewal, the amount of the subscription, that gives us the ability…
Previously these were Learningquest.com accounts but they have changed to quest529.com. These are of course 529 accounts for education savings.
Credit Cards like Chase have a Pay Over Time feature, it would be awesome to be able to mark these transactions in Simplifi to track and have it budget the payments out over time instead of only one large hit on the initial month of purchase.
Hello everyone! Here are the issues and features we were able to tackle with the 6.21.0 Web Release, released May 27th: FIXED: The Quicken animated logo looks bad in dark mode. FIXED: Search input loses focus while typing on the Transactions page. FIXED: Saved Reports search returns inconsistent filter results on repeated…
I use the Classic version of Personal & Business and have the following feature requests: BULK ACTIONS Add a client to transactions. Use Case: I run a media firm, so we have to go in on dozens sometimes hundreds of transactions and manually add the client to get profitability. Split transaction based on a set percentage…
Hi, I'm a Mint refugee. I think Simplifi is a MUCH better product and although it's not perfect of course, the few issues I've had so far have been resolved. Support has been overall great, and I appreciate the ongoing improvements. Just a note to say thank you to the entire team.
User Access Denied: Access Denied, Connecting with partnerUid: discover_prod for intuitProperty: quicken, intuitUserId: 9411835537820475, intuitRealmId: 9341456802968901 on user authorization, error_code: access_denied Care Code: access_denied I'm not able to connect to discover card account. I've added the account…
We are currently seeing an issue with NetExchange Investor returning an FDP-106 error in Quicken Simplifi. Users are also reporting missing accounts. 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…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
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…
NEW 5/22/26: Apple Wallet Accounts - Inverse Balances
Congrats to our most Active Monthly Users!
