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I'm hoping I post this in right place, but yeah... There should be a way to put a note in an account, as there is in the Quicken software, that you can easily access when clicking that account...up at the top near the account name. Doesn't have to be a huge text field, and perhaps it's a drop-down that must be clicked. An…
More important, why can't I download the details of split transactions anymore? I've been using Simplifi for >2 years and my typical flow is (1) organize all transactions in simplifi, then (2) download transaction into my spreadsheet that allows me to track everything that I care about. I've been doing this every month…
I have some land that I track the value of manually. I updated the opening balance and now it shows the value as negative despite the fact that the entry is positive.
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Web Release, released March 11th: FIXED: “Oops! Something Went Wrong” error when accessing reports. FIXED: Fixes/enhancements for the new Transaction List. FIXED: Fixes/enhancements for Privacy Mode (Early Access).…
I see that you FINALLY after 18 months of people bringing this up, added Neuberger Private Wealth. Unfortunately I get an error FDP-103. I am concurrently logged on to nbprivatewealth.com so the error message is useless. Please don't provide the silly generic steps that you have provided to everyone else that complained…
I recieved a spending update notification that I've spent $900 more than this time last month. This does not square with a quick look at a month to date spending comparison. Where is this number coming from? A few categories are up but many are down. Its certainly not obvious from Spending Plan bills or Planned spending or…
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?
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Mobile Release, released March 10th: FIXED: Error when tapping outside the subscription dialog or tapping the close button during the upgrade flow on iPhone. FIXED: Unable to resolve the "transaction needs your attention" notification…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
When looking at Investments > Portfolio, there is a column of 'Related News' on the right-hand side. Every article is by The Motley Fool, which pretty much makes it clear this is advertising and not a true offering of helpful investment information from a set of diverse, unaffiliated sources. I do not expect to see…
The Financial News panel on the Investments page is useless. Nearly every article is paywalled, and there’s no option to hide the panel. If you’re going to force this sidebar on users, at least make the content accessible — or give us a way to remove it. Right now it just wastes space.
To me this is a very basic function. If there is a discrete field for check number and it is populated or being populated you should be able to go to the search bar and search for a check number. Instead the search looks for an "amount". I verified this is not working in either the web app or the mobile app. I spoke with…
I have connected my Schwab account but it didn't pull it the Equity account from my employer. . Is this not supported? If not are there any workarounds? I can add a new manual account and put the unvested shares but then it counts the shares as part of my total account value and they are not real money yet.
My Betterment account has not connected to Simplifi in a few days now. The error I am recieving is as follows: Account needs attention (Care code: request-body-field-unsupported) We are unable to connect to Betterment at this time. I already tried contacting support already but they were not helpful.
I have 2 manual real estate accounts not linked to Zillow that I created on 1/1/24. With the ongoing issues using manual accounts, there have been a few issues. The balance is correct. The historical transactions show in the account. But the increases in value do not show in the account graph (see screen grab below).…
This discussion was created from comments split from: "You have already added all your accounts" message with Voya Financial.
In iOS mobile app, 3 bills showing past due. When I try to link them to the transaction, the list does not show those transactions (even though they are listed correctly in the account transaction list view).
We are currently seeing an issue with Manulife Bank of Canada returning a "You have already added all your accounts" 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…
We are currently seeing an issue with Barclays 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 automatically…
We are currently seeing an issue with Schools First FCU returning an FDP-106 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…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
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 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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