Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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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.
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.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
UPDATED 8/19/26: Apple Savings - Inverse Balance
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I am looking for help from the Quicken Simplifi team or community regarding ongoing issues with my Target Circle Card account. These issues started around August 14, 2025, and have persisted for over a year now. Because this is one of our most heavily used accounts, the constant breakdown in syncing makes tracking expenses…
https://www.pcfinancial.ca/ https://secure.pcfinancial.ca/
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?
Connecting to Oklahoma 529 College Savings Plan - Non Aggregator, the URL to OK4Saving.com is incorrect and should be updated to https://www.oklahoma-529.com/services/login.
The Total Cost field used to be editable for synced accounts, and I would update it manually every time the number of shares changed in my account. It worked fine. Now, the field is not editable, and it does not get synced and updated automatically. The value displayed in this field is also weird, i.e., $ 1000.1234 - 4…
Been nearly a year; whenever I try to create transaction rules, the dropdown in the account is blank. I thought this was an isolated issue, and 3 months ago I contacted support; they told me this is a known product issue. However, it's been some time, but I still don't see it fixed. Is anyone else facing the same issue?…
Why can't I add Cit Bank to my Simplifi.
[removed] Hi - I have 2 401Ks at Principal Financial Group. Starting earlier this year, while updates successfully completed without any connection error, the balances on these two 401K accounts were not getting updated. When I contacted you, you suggested that I reconnect to Principal. I tried this and it worked, but only…
It’s frustrating to pay increasing subscription fees and grant access to my financial data while basic day-to-day tracking features have been removed or limited compared with earlier products. Manual loan tracking should support payment transactions, transfers, and balance adjustments without rewriting account history.
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
Currently, whatever you make the recurring item name adds a new payee. It would be nice to be able to have a more descriptive recurring item name and then a standardized payee for each transaction. This will eliminate my payee list from becoming overbearing due to the descriptive nature of the recurring items. For example:…
1) Having the ability to see and edit the payee list, and 2) by default have it place deposits first in a day's cash flow
I have a home improvement loan that does not link to Simplify. It's one of those "Pay no interest for two years" type loans. I added a manual account with the original loan amount. It shows up on my dashboard as an account with a negative balance. So far, so good. I created a Series with a reminder to pay each month. The…
Currently, you have to go through multiple steps to run a report to see net income and expenses (cash flow). There already exists separate cards for income and expenses.
The visual update to the Income & Expense Report is unusable. Seeing a double bar chart of Income to Expense was so nice. Now that you have a single bar where the top is the income and the bottom is the expense make literally no sense visually. Seeing two bars next to each other was such an easy way to see the comparison.…
We are currently seeing an issue with America First Credit Union returning an FDP-102 error in Quicken Simplifi and/or no longer being searchable in the bank list. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
We are currently seeing an issue with Bank of America - Health Accounts returning an FDP-192 error in Quicken Simplifi (or whatever the issue is). This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in…
Hello everyone! Here are the issues and features we were able to tackle with the 6.33.0 Web Release, released on August 19th: FIXED: Charts on the Spending and Income tabs in Transactions are not responsive on smaller breakpoints. FIXED: Logos on recurring series are not visible in other browsers (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.33.0 Mobile Release, released on August 19th: FIXED: Net Worth graph y-axis is missing when the selected account balance is 0 or has no data. FIXED: Net Worth dashboard card x-axis granularity is inconsistent on time range selection and…
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
We have received multiple reports from users stating they are encountering FDP-103 errors. Users will be able to connect to their bank online, but will not be able to do so in Quicken. 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…
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 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…
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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