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I decided to delete a few months of old trx for a new account. The only way to do so was to click each trx individually to trash them. I would have preferred to control shift my trx or at least have a DATE filter in the Dashboard (like the one for Reports) [Please click here to view the Idea Post for a Date filter]
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Web Release, released May 20th: FIXED: Planned Spend expense items are not being sorted correctly. FIXED: Column preferences on the Investments page are not saved and are causing errors. FIXED: Excluded transactions are still shown in…
In the last week or so the connection to my NETXInvestor accounts has stopped working. It says the accounts are no longer there and the only option I have is to link an account that has been closed for over 2 years. Hoping this can be a quick fix.
My account credentials used to successfully connect on Simplifi. I can still use the same credentials to login to NETXInvestor.com. I believe this problem was prompted by NETXInvestor changing my account number (login and pw remain the same) . After trying to re-connect the existing account on Simplifi and getting a Care…
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
This is my favorite part of the app. I'd like to be able to filter it so it only shows my main checking account in the forecast and have it remember that filter. Currently every time I open it in Upcoming I have to uncheck all the other accounts to get back to the one I want to see. Also, a dashboard tile and access to…
Has anyone else experienced this? It’s new to me. Three of my accounts (1 CHK & 2 SAV) all suddenly their changed their name to the username for the bank. All three are from the same bank (Flagstar), although I have multiple other accounts with that same bank which weren’t changed. All three Account names changed at the…
I have noticed that the apple cash account has started downloading pending transactions since the latest update. This should not happen for apple cash accounts. I have tried the setting “use bank balance” but that causes my two Chase accounts to show incorrect balances. This issue has just started after the latest Mobile…
For my ATM withdrawals, I'd like to be able to split the amount but also specify different payee's for the splits. Currently you can only specify a different category and tag for each split. Please allow us to give a different payee for the splits.
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]
seems we always have unexplained issues splits not working. You can enter the split, but then you’re asked to tap continue where you are returned to the original transaction and the split is gone.
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Mobile Release, released May 20th: FIXED: Account balance mismatch for Apple Cash accounts. FIXED: Future-dated investment transactions show as a reminder and a transaction, and are missing the payee and account fields. FIXED: The…
FYI - [removed - speculation] If you select only Bank of America or only Merrill Lynch accounts, the block is removed. I have been unable to connect for weeks, and I just re-established connectivity by following this guidance.
I found what appears to be a bug with the Investment widget on the dashboard. All of the other widgets allow the selected date or timeframe to persist on the dashboard view. However, the Investment widget keeps reverting back to the default Month view. Steps to reproduce: Open the Investment widget Change the timeframe…
I need to add an advertising expense to my invoices that would post on the invoice as a negative amount and categorize as a business expense. Currently, I can only categorize items as business income.
We are currently seeing an issue with Merrill Lynch Investments returning an FDP-105 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…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
We are currently seeing an issue with Macy's Credit Card 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 be…
We are currently seeing an issue in Quicken Simplifi where the “Day $” and “Day %” values are showing as 0 in Investments. 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…
We are currently seeing an issue with Venmo returning a "Unable to connect to Venmo at this time. Please try again later. Care: not.found." 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 are currently seeing an issue with Bank of America returning an FDP-105 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 will post updates as soon as we do. If you would like to be…
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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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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