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UPDATED 11/2/26: Police and Fire FCU returning multiple errors and missing transactions
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We are currently seeing an issue with Marcus by Goldman Sachs returning an INTERNAL_SERVER_ERROR when connecting accounts 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…
Hi - I hope someone can help me with this. I've been trying to date transactions is the future to account for the date in which they accrue. For example, I purchase a flight in Jan but I will only be flying on May, so I would change the date of the transaction to a future date and expect to get a reminder associated with…
It would be great if users could see credit card utilization percentages directly next to each account, as shown in the attached image. I achieved this functionality using a custom userscript, but I would much prefer a native solution built directly into the app.
It would be cool if you allowed users to see their available liquid cash. This is particularly important for me because I am saving toward a mortgage down payment and check how much liquid cash I have every day. I made this work using a userscript, and while it works perfectly in a browser, I would like to have something…
Idea: Make Cash Flow reflect all known pending activity Currently, Cash Flow only accounts for recurring items and refunds. User-entered pending debits and A2A transfers are ignored unless the view option "Balance with Pending" is selected,* which can break accuracy for some accounts. This means your Cash Flow can "change"…
I already have QBP but saw this today
Now that Trump Accounts have rolled out, it would be nice to be able to add them to our dashboard. URL: https://trumpaccount.com [edited to add URL]
I have been waiting for two weeks for my Xcel Energy account to connect. I have filled out the Bill Connect a few times and each time it says it may be a day or two until it is connected. What is needed to be able to connect?
We are currently seeing an issue with HSBC Bank returning various errors in Quicken Simplifi after a recent website change. 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…
hi, this used to work until about a month ago. Anyone else having this issue?
Hi, this afternoon when I went to check my account I noticed that the spending plan amount looked off from yesterday. While investigating, it appears that any planned budget amount that has be changed at any point in the last couple of years has reverted to the original amounts. Additionally, any category that is set up…
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
Good morning Coach Natalie! I'm messaging to inform you that I encountered a Spending Plan issue specific to the Web Simplifi app. I was looking at my current Spending Plan (11-01-2026) on the web app and decided to go back several months to look at prior Spending Plans. After going back approximately 12-13 months I…
I have gotten all my transactions downloaded from my bank and made quite a number of Catagory changes and additions. The odd thing is that my account balance has not changed at all from when I was asked to put in a starting balance. I was expecting that when I added more information in transactions and deposits that it…
I'm wondering if all the information from my checking account is "backed up" in Quicken - or do I have to do some type of backup with this data separately. Also wonder if all the changes and adding of new catagories in my checking account will be the same for any other accounts I add on to Quicken Simplify. THanks
I’m seeing what appears to be a bug in the Transactions screens for both Investment views. The Calendar date selector is currently only allowing me to choose dates within the prior 365 days. And searching on Transactions across all my Investment Accounts is only showing the prior 365 days, instead of showing previous…
This feature request has been open for nearly four years, and I’d really like to see the Simplifi product team provide an update. Customers have repeatedly explained the value of this functionality and the unnecessary manual effort required without it. At this point, the community deserves more than an indefinitely active…
First time I have ever attemped to use a program like this. On paper it seems great and should be easy - but I find myself with questions that don't seem to come up in videos I have watched. Thanks for any help in the future 😊
We are currently seeing an issue with AllyBank returning an FDP-105 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 bookmark…
We are seeing Customers unable to add accounts from Amazon.com Store Card in Quicken Simplifi due to a “Couldn't Connect to Institution” error during the aggregation event. There is a 0% Success rate. Plaid is aware of the issue and is working on a resolution. We currently have no ETA to provide on when a resolution can be…
We are currently seeing an issue where Desert Financial Credit Union is blocking the current Intuit connection, preventing customers from connecting or updating their accounts in Quicken Simplifi. Customers may receive an FDP-181 / END_USER_CONTACT_FI error. Quicken plans to transition this connection from Intuit to Plaid…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Web Release, released on October 28th: FIXED: Old transactions missing. FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar…
We are currently seeing an issue where customers can't add Freedom Mortgage accounts in Quicken Simplifi via the Plaid connection. The connection fails during account aggregation, preventing the account from being added. Plaid has confirmed this as a known issue because the integration does not currently support the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Mobile Release, released on October 28th: FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar chart on the iPad Web App.…
We are currently seeing an issue where customers are unable to connect their Lowe's Credit Card - MyLowe's Rewards Credit Card in Quicken Simplifi using the Plaid connection. Customers may encounter an INSTITUTION_NOT_RESPONDING error. This is a known issue, and we do not have an ETA for resolution at this time. To be…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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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