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I get a lot of updates on improvements and it takes a while to realize I'm wasting my time reading about Quicken. I use Simplifi.
We are retired on Social Security. I use Simplifi to budget our fixed income. SSA direct deposits into our PNC account. Unfortunately SSA uses SS numbers in the direct deposit routing. PNC masks SS numbers with xxx in the PNC customer’s view. Apparently, it’s not masked when Simplifi downloads the transaction. This results…
Please support displaying all categories on the Spending by Category report. Use case: I want to show my wife a breakdown of our spending for a given time period. Right now, the report is limited to the top 9 categories plus an "everything else" line item. I can click on it to drill down, but that makes the report not very…
I have tried resetting the report but the subject functionality still fails. Changing any of the Date Range or Group By filters doesn’t seem to make this feature work either. Please investigate? Thank you.
We are unable to connect to Nebraska Ed Savings Trust at this time. Please try again later. Care Code: FDP-102
This discussion was created from comments split from: Bank of America migration issue - nothing updates after authorizing (edited).
Currently the y-axis on the new worth graph is so set to such a large granularity that small changes don't even show up at all. It's basically just a horizontal line even though some significant changes have occurred. Please change the granularity so that these changes reflect on the graph.
Problem: Simplifi continually can't connect to my bank - M&T Direct Connect I have contacted customer support for M&T about 3 times in the last week and there are no problems from their end. I have also used the Quicken AI help feature and also contacted customer support by phone. The error code that I receive after…
We are currently seeing an issue with Bank of America where pending transactions are no longer downloading in Quicken Simplifi after migrating to their new OAuth API. This is a known issue that we are working to resolve as quickly as possible. A fix is currently expected early next week. If you would like to be…
I just moved from Classic to Business/Personal web based. So many positives but surprised and disappointed that reconciliation of accounts to my bank statements is not available. The first thing my CPA asks when supporting me is I want your bank reconciliation reports! Please add that feature that was so useful in the…
This discussion was created from comments split from: Amount Matching: "Limited Range" option not matching correctly (edited).
What happened to Tastytrade/Tastyworks connectivity? It was working until a few weeks ago and can no longer connect my account. Has support been lost for this institution?
There should be a simpler way for transfers from business to personal accounts to show as Income in the Spending Plan. Right now, QBP will automatically link the transfer between the two accounts, and if you select to unhide it in the Spending Plan on the personal side, it shows up in the Bills section instead of the…
I am in spending reports now which looks great. It would be nice if a column to show any "Notes" that are made to transactions.
We are currently seeing an issue with Freedom Mortgage returning a $ account balance 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…
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Web Release, released February 25th: FIXED: "Go to Other Side" missing from split transfers for manual mortgage accounts. FIXED: Fixes/enhancements for the Net Worth feature (Early Access). FIXED: Fixes/enhancements for Quicken Assist…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Mobile Release, released February 24th: FIXED: The update and delete category buttons overlap on the Edit Category screen. FIXED: Only dismiss unread alerts from the Notifications card. FIXED: Closed accounts showing in the Dashboard Fix…
We are currently seeing an issue with Thrivent Financial returning an FDP-101 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…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
We are currently seeing an issue with American Express returning a $0 balance 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…
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…
We are currently seeing an issue with The Golden 1 Credit Union returning an FDP-163 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…
NEW 2/20/26: HealthEquity returns an FDP-108 error
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