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Here, you'll find all of the known issues related to Online Banking and Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
As our Team works hard to continue growing and improving the Spending Plan, we'd like your feedback! * How would you use rollover abilities in the Spending Plan? * How would having rollover abilities benefit you? * What other features/abilities would you like to see added to the Spending Plan? Please be as specific as…
The Savings Goal Feature has some nice ideas, but I think it can be expanded upon and improved to help optimize users finances. The layout with the Goal future is nice that is allows you to add and withdraw to the goal from a selected account. But if you can use released funds at the end of the month to assign to multiple…
There are some notable financial institutions and credit companies missing when trying to link recurring Transfers (US Bank & Chase). So hopefully I'm not the only one requesting they be added when creating a recurring transaction. It doesn't make sense how you can add the accounts on Simplifi but not as Billers. For…
I know about Fidelity account not being added. I have a similar issue with Vanguard accounts.
Hello, I see that there was a previous discussion concerning OSLA/Aidvantage student loan accounts not syncing/connecting. I’d like to bump this question again as I’ve noticed I am not able to sync my Aidvantage (OSLA) account inside of Simplifi. Please see the below screenshot with the error message:
Is there a known issue with this bank?
Greetings, For Desktop, Simplifi offers the ability to sort the Watchlist (on Dashboard & by clicking into the Watchlist Module) in various ways. For Mobile, there isn't any way to do this, yet - so please either: Make Mobile (on Dashboard & by clicking into the Watchlist Module) match the sort order that is set on the…
is missing from available financial institutions.
I've tried multiple times but no luck. I can connect on their website but not on Simplifi
Does anyone have this actually working properly? I've tried with brand new accounts with a lot of different flavors. When I import with $0 for the first month, it works great. When I import the second month, it gets off by $90. When I do the 3rd month, it's way off and so on. Steps to reproduce: Add manual account Import…
Is there a way to track money that is automatically going to various savings and investment accounts, separately? Not as a total part of "spending"? So far I am only seeing the ability to hide certain transactions or include it as a reoccuring expense - but I would like to be able to easily see the amount of money that is…
Can we have the ability to disable recurring reminders (short term / long term) without deleting them? - - - Maybe an "[ ] enabled" checkbox which is checked by default. Example use case: Government funding stops, and government income needs to be cut off for an undefined period. OR maybe i just want to experiment with…
Do you keep track of all of your pre-deposit paycheck deductions, such as Federal and State Taxes, Social Security Tax, health insurance deductions, etc.? Is it worth it? Similar to tracking investments…..I look to the workplace or custodian to have all the data.
From a head of product & design….. the new colors make simplifi look like an app for the 1990s, please update!
I made a couple of partial contributions to one of my Saving Goals earlier this month. I seem to remember that Simplifi would keep track of partial contributions but in this instance that didn't happen. I'm still showing that no contribution has been made. Is it possible to make a partial contributions to a SG and have…
I am using the iOS version of the app. I have gone into the notification settings and turned off the projected low balance notification but I still keep getting it. I tried toggling it on and then off again but that did not fix the issue.
In the Spending Plan if I add money to a Savings Goal the Available funds do not update. I tried refreshing the page and that did not work. I navigated over to the Transactions page and then back to the Spending Plan and after a second or two the Available amount updates.
I would like the Date Range option in Reports to be synced between the different sections. I like to click back and forth between the different report sections when viewing reports and it is really annoying having to reset the date range for each section or when I go back to a previous section. It would be nice if the date…
We are currently seeing an issue with the Accounts List missing accounts on the Quicken Simplifi Web App. We are working to resolve this as quickly as possible, and a fix can be expected with the 3.88.0 Web Release. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this…
We are seeing a rise in 102 errors being reported when attempting to add or update accounts with Elan Financial Services in Simplifi. We are working to resolve this as quickly as possible, however, there is currently no ETA on when a resolution can be expected. If you would like to be automatically notified of any updates…
We've added some customization abilities to the Accounts List on both the Web and Mobile Apps: You can now hide "closed" accounts from your Accounts List. You can also now hide Savings Goals from your Accounts List. We have support articles that go over these new abilities in more detail, and include the steps on how to…
Hello everyone, We are very excited to announce @RobWilk as our newest Community Superuser! Our Superusers are here to help answer questions, provide guidance on using Simplifi, and get you pointed in the right direction. Please give a warm welcome to @RobWilk!
Attention, Simplifi Beta testers, and new users as well! We need your feedback to make Simplifi a tool that does what you want it to do! Please take a moment to answer these questions to help us learn what you’re looking for: * What first attracted you to Simplifi, and what did you like about it? (Note: Please report Bugs…
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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