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UPDATED 8/19/26: Apple Savings - Inverse Balance
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This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
Shell just switched from Citi to imprint. What is the status on imprint support? Thanks. https://account.imprint.co/login?redirect=home [added login URL]
I am looking for suggestions for how to deal with categories in Planned Spend. Right now I have a Dining and Drinks category budget in Planned Spend. I want to break out a sub category (coffee shops) into a different budget line while leaving the rest of the DIning and Drinks in a seperate category - the issue is that…
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:…
I got this error yesterday: The current multi-factor authentication method at Bank of America - Health Accounts is not supported. To connect to your account, you must change the multi-factor authentication method at Bank of America - Health Accounts. Care Code: FDP-192 When I go to the website for this account, I don't see…
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…
When selecting "All" for showing the net worth over all time, the time series (x-axis) is in month and not years like it should be. For example, if you have 10 years worth of data, it should show 2026 2017 2018 2019 up to 2026. Instead, it shows a repeating Apr Aug Dec for each year. This is for the web version. Would it…
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…
Currently you split your spaces to be able to invite other users to that space. This makes the personal entity redundant since you have one in each space. it is also a pain switching between spaces. Instead, I propose having one "All-in-one" or Hub Space where you can view and control everything you have access to.…
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…
I just started a trial with [removed competitor mention]. They are able to pull all the relevant information and establish the cost basis without any apparent issues. I would strongly recommend you solve this problem before you start losing business over it.
For the past month or so, I get a daily notification that "bills make up 56% of my expected income this month." In the past, I would get this notification once a month, early in the month, but there seems to be some bug causing it to trigger daily.
I'm frustrated that my synced accounts from a bank, including loans, won't show transaction history for the debt accounts. But if I create it as a manual account, at least the transfers from those checking accounts will show both sides of the transaction. Why enable transaction history downloads for synced loan accounts?
I cannot find an effective way to flag a reminder. The reason I would like to do this is so I know I have set up an on-line payment for the reminder. Suppose it is the 1st of the month and I have a reminder to pay a bill on the 22nd, and I also have a statement from the financial institution. Now, I want to set up an…
I log in at least daily and use the app, so I am always confused when the Calm and in Control progress resets - which it just did last week. Last week I was on vacation and I didn't use the web app (only the mobile app), which I think might be the problem. It seems to not count mobile app use as counting towards the…
Hi folks. I’ve noticed that the recent UI update introduced a serif font across the Simplifi web app. Serif fonts may work well in print, but they generally reduce readability on screens — especially for dense financial data. The new typeface feels heavier and less clear, and it makes scanning transactions, budgets, 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…
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…
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