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I am 99% sure this used to work properly and is a new bug. If you have a split transaction which includes multiple transfers, it used to show the "Go to the other side" link for all of the transfer rows. Now, it only shows for the first one. Or sometimes the second one. And I even see some old transactions which don't show…
I've been meaning to post this for some time. I kept deleting the erroneous category, because I thought this had been fixed. It was back again this morning in my category list although I don't use this as I used a different category. I deleted it again. I tried to find to no avail the old discussion on this so apologize if…
We are currently seeing an issue with Chase reporting connection issues with all of their associated instances in Quicken Simplifi. This is a temporary outage that should be resolved by 2:00 PM PST. List of affected Financial Institutions so far: Southwest Airlines Credit Card Chase JP Morgan Chase Bank JP Morgan Chase…
What is the latest update on the manual account issues? My manual accounts are still showing zero balances. I have a ticket number from support but no idea how to get an update.
Was prompted to re-connect the Chase Bank accounts today and received the following error after completion: Re-authorization required by user for partnerUid: chase_apigee_prod and intuitProperty: quicken Care Code: invalid_grant
While looking at accounts, show the balance of all goals that account is contributing too not just the sum
This discussion was created from comments split from: Some active goals show up in my spending plan as having $0 monthly contributions (edited).
[removed] This is an issue found on the Simplifi Android app, although it might also be present in other app platforms. While minor, can you please correct the word 'send' to 'sent'. The correct phrase should be 'Enter the OTP sent over sms' Thank you.
Mac Tahoe 26.2 and Safari 26.2. When I transfer money from checking to Apple Savings, Simplifi does not recognize the transfer and makes the category Income. I assume this is because Apple shows the deposit immediately and the banks does not show up for a day or two. However, when Simplifi has both transactions and I…
The number of shares shows correct but the price not showing up. Seems like The ticker isn't symbol isn't parsed correctly. For example. TSLA stock is showing as TSLA.EQ, ARKQ stock showing as ARKQ.EQ
I frequently check the Recent Discussions list for new posts. Conveniently, posts I have not looked at show up in bold. But there are many posts that I don't want to look at (usually because they deal with a specific institution that I don't use and where I know I cannot offer any meaningful advice). It would be nice if we…
I am new to Quicken Simplifi. I was wondering if I could tweak the invoice layout a bit? 1. Text Formatting in Notes Field: Adding text formatting to the “Notes” field would really help make the invoice info clearer and easier to keep track of. 2. Separate Project Name/Number Field: It would be great if we could have a…
I would like to participate in the escalation for developing the BILT 2.0 integration. Ref: https://community.simplifimoney.com/discussion/comment/65454#Comment_65454
We are receiving reports that users are unable to connect to Marcus by Goldman Sachs because the bank no longer supports downloading. Users who have previously connected their accounts to Marcus by Goldman Sachs will see a message that the bank no longer supports downloading when they try to update their accounts. This is…
https://investor360.com/ this was working for me until November of last year. Please get it added back.
We’re excited to introduce a new Products & Services section—now available in Early Access on the Quicken Business & Personal Web App! This new feature brings all of your Invoice, Estimate, and Sales Receipt items into one centralized, easy-to-manage location—making it easier to organize, edit, and create items for your…
We are seeing an issue where Quicken Simplifi users are receiving an incorrect share price with FIMM Government (FRGXX) and Fidelity Treasury Money Market Fund (FZFXX), causing an incorrect net worth. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.5.0 Web Release, released February 4th: FIXED: Dashboard customization: "Cancel" should discard all changes, including "reset to defaults". FIXED: Split Transaction view has reduced Category field. FIXED: Various errors and crashes.…
We are currently seeing an issue where users are experiencing missing transactions with Lending Club - Personal & Business Banking 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…
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,…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
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…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
