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UPDATED 10/6/26: Northwestern Mutual Insurance returns a 170 error
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We are both retired and have started using Simplify. I'm just using it to see if bills get paid. What has worked for me up till now : I log on, go to bills and income and change the date range to a time at least a few weeks back from the default one. Then I will be shown all of the past bills. I check the notifications one…
We are currently seeing an issue with Target Red Card not downloading transactions 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're experiencing this…
I do all of my banking out of an investment account at my brokerage. While I can link transactions for recurring bills that hit my credit cards in Simplifi, there is no way to link direct debit payments made for recurring bills out of my investment account. This is becoming a big issue as more service providers are…
Get message that Bank of Lexington (BoL) is asking me to re-enter my credentials. (Care code: FDP-350). When I re-enter my credentials at BoL using WebOS, i am switched to the Simplifi Mobile app. I am unable to re-enter my credentials via WebOS or Mobile.
It would be great if there was a way to add Tag(s) to specific Categories, so that when a transaction is categorized the tag(s) could be applied automatically.
Any update on the progress of resolving the CIT Bank connectivity issue?
hi, this used to work until about a month ago. Anyone else having this issue?
For a couple of days, Huntington does not update. Reconnecting accounts results in FDP-106. Per support, I made all accounts (despite still having the same names and numbers) manual and tried to add new connection by going to Add Account → Huntington → Log In. After logging in, I still get FDP-106:
We are currently seeing an issue with Huntington National Bank returning an FDP-106 error in Quicken Simplifi. 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 the upper right. If you do not see the…
When attempting to connect to paypal using the same credentials that can be used successfully to log on at PayPal.com, the connection doesn't work. The failure message includes Care Code: FDP-103.
I'm experiencing a recurring issue with the Balance with Pending calculation in Simplifi for my Chase checking account. The transactions are downloading correctly, and the Bank Balance matches Chase. However, the Balance with Pending is significantly incorrect. For example, on October 8: Chase bank balance: $2,700.69…
This discussion was created from comments split from: Ability to pin the "Reviewed" column to the right (edited). (Edited title)
This discussion was created from comments split from: What is the 'New' feature flag on the Credit section? (edited).
It would be awesome if we could configure the "Total" column of the report summary tables to an average, or just make those two options independently selectable
Is it possible to add the Credit Card Statement Date on the new consolidated Credit Card view, as well as the individual credit card account pages? Currently interest rate, statement balance, minimum due and due date are shown. Statement date would be nice!
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Web Release, released on October 7th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Misaligned fields in the Create Series modal. FIXED: Paid reminders showing as past due. FIXED: Income and Spending…
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Mobile Release, released on October 7th: FIXED: Planned Spend expense cannot be changed from one-time to monthly without editing another field. FIXED: Paid reminders showing as past due. To be automatically notified of new product…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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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