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Simplifi should make an HSA available as an investment account type, and allow scheduled withdrawals from its cash balance, like the "cash flow" feature in a checking/savings account
In the last week or so the connection to my NETXInvestor accounts has stopped working. It says the accounts are no longer there and the only option I have is to link an account that has been closed for over 2 years. Hoping this can be a quick fix.
Hi team, I noticed starting in mid February, around the time some of the custom report features were rolled out, making an inline edit to a row on the transactions page does not result in a server request to persist the change. Specifically, the PUT to the services.quicken.com/transactions/{transaction_id} doesn't fire…
[removed - duplicate post]
My account credentials used to successfully connect on Simplifi. I can still use the same credentials to login to NETXInvestor.com. I believe this problem was prompted by NETXInvestor changing my account number (login and pw remain the same) . After trying to re-connect the existing account on Simplifi and getting a Care…
This discussion has been merged.
As Simplifi Business and Personal user, I would like to request the ability to take the Mileage report and export to excel. Reference the image below showing that present, there is no way to produce a report either by CSV or PDF.
First, let me say that I really like this feature. It fits perfectly with my use case and with how I use credit cards. I currently have 10 of them. Last year, after the feature was released, I connected all of my credit card accounts and followed the setup instructions carefully. Now, after several billing cycles, here is…
It should be a pretty quick to add all the various CRA Forms and Tax Line Items similar to what Quicken has done with Quicken Classic for Canadian users. Currently, the only forms available are for IRS.
Just recently, my Apple credit card (synched on my phone in Apple Wallet) switched from an negative number (liability) to a positive number (asset) on the Simplifi account list. The credit card is synching with Simplifi, and shows the correct balance, but the total is not being displayed as a negative number in Simplifi…
A very similar thing to what I posted before in this thread just happened to me again: It didn't get as weird as last time (yet). But the gist is: I have a reminder for my credit card payment. The series amount is $1 but the actual amount is set using CC Bill Connect (and I modify it manually if needed, which does come up…
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’re making some exciting improvements to Transaction Search! 🎉 These enhancements are currently available in Early Access. Here are a few of the new things you’ll be able to do: Search by check number Search split transaction amounts Works whether "Show split details" is enabled or not Enabling "Show split details" makes…
We are currently seeing an issue where Apple Wallet accounts are showing inverse balances (positive instead of negative or negative instead of positive) 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,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Web Release, released May 20th: FIXED: Planned Spend expense items are not being sorted correctly. FIXED: Column preferences on the Investments page are not saved and are causing errors. FIXED: Excluded transactions are still shown in…
We are currently seeing an issue with Merrill Lynch Investments 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 we will post updates as soon as we do. If you would like…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Mobile Release, released May 20th: FIXED: Account balance mismatch for Apple Cash accounts. FIXED: Future-dated investment transactions show as a reminder and a transaction, and are missing the payee and account fields. FIXED: The…
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…
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NEW 5/22/26: Apple Wallet Accounts - Inverse Balances
Congrats to our most Active Monthly Users!
