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I have been a Quicken user for years and Simplifi user since it came out and here are some things off the top of my head that users and development team needs to be aware of prior to adding on the business plan: NOTE: Pause when managing a lot of data. Simplifi does NOT work well when manipulating large numbers of data and…
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
Team I tried to add two new Citibank account but the authentication interface between Simplifi and Citi is failing.
Charles V. Orangeburg, NY Using Simplify for a few years. Interested: product issues/resolutions
I'm trying to use splits to break out my mortgage into principal, interest, and transfers to an Escrow account. For the Escrow account, I have a manually managed savings account that I use a transfer to update the balance. The past two months, I have been able to include the negative transfer in the spending plan as I want…
Seems to have two problems with Target. The first is the missing transactions, which I know is a known issue however the workaround is impossible as it would alter the total value. The total outstanding is correct, the transactions to reconcile are not loading. If I put additional transactions, it would double count the…
I think there should be an option on recurring bills and income to choose how many and/or date. if i know i need to only make 4 payments of something, then i have to figure out which month that will be. this becomes more tedious when it is in the teens.
Hello, for past sevreal weeks I have had issues syncing only 1 bank account and the agent just asked how many charaters for login name???
Here's the problem: I have some transactions where the automatic matching process does more harm than good. These are mainly credit card payment transfers from my bank account to the credit card. As detailed elsewhere, credit card refunds (which are not transfers) get matched to the payment transfer. Undoing that mistaken…
Simplifi appears to apply its own algorithm for interpreting Payee info and dumbing it down to something shorter. When doing this however, context is often lost. I vastly prefer to have my transactions list match exactly how a payee would show up in my credit card. It seems that Simplfi already knows this information…
In my rule, I have 6 values for the payee field. I remove 3 of them, click on create the rule. I go back into the rule and the same 6 values are there after I just create it. What am I doing wrong or is this a bug?
This discussion has been merged.
After over 20 plus years using Quicken for business and personal finance management, I feel Quicken has finally arrived with Simplifi!!! I have a couple of feature requests that would help me. Please add “Reviewed” option for “Investments” accounts. Please add actual file uploads from iOS app for receipts. Please add…
We are currently seeing an issue with Westerra Credit Union returning an FDP-102 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 we will post updates as soon as we do. If you would like to…
With Early Access enabled, Web App users will see a new “Beta” toggle we have upgraded most of the reports 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…
We’ve made it even easier to understand your finances right from your transaction registers with the Spending and Income tabs! With Early Access enabled, you’ll now see three tabs at the top of your register on the Quicken Simplifi Web App: Transactions – your regular register view you’re already familiar with Spending – a…
Hello everyone! Here are the issues and features we were able to tackle with the 6.13.0 Web Release, released April 2nd: FIXED: The month names overlap each other in report graphs when run over time for an extended date range. FIXED: The first click when selecting a payee during Payee Watchlist creation does not check the…
We are currently seeing an issue with VyStar Credit Union returning an FDP-106 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 we will post updates as soon as we do. If you would like to be…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
We are currently seeing an issue with Ohio Public Employees Retirement System returning a 102 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 we will post updates as soon as we do. If you…
Dear Quicken Simplifi User, It’s time for my first letter of 2026, which will reach you on the eve of an exciting milestone: 10 years as a standalone company on March 31. As we near that anniversary, we have plenty to celebrate and even more to look forward to. Over the past four decades, tens of millions of people have…
Want to show someone Quicken Simplifi’s features or your progress toward financial goals without revealing private details? We’ve heard from users that this is a common need—and Privacy Mode, now available to 20% all of Early Access on the Wep and Mobile apps, makes it easy! With Privacy Mode, sensitive information like…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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