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Here, you can post your questions about using Quicken Simplifi!
UPDATED 10/21/26: Police and Fire FCU returning multiple errors and missing transactions
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OpenBank.us is a new online high yeild savings bank by Santander. Its not in the list of banks I can add.
Any update on the progress of resolving the CIT Bank connectivity issue?
Have been receiving this error for the last two days. We are unable to connect to HSA Bank at this time. Please try again later. Care Code: FDP-102
I'm reporting what I believe to be a bug: Manually entered historical performance data is ignored if the investment account is "connected" instead of "manual". The Performance tab will show the "Insufficient Data" message even if I manually enter a complete transaction history and import historical balance data. Here is…
has anyone been successful in connecting to Washington State's DCP with Voya?
I am using ^BTCUSD as a ticker to track Bitcoin. The price is incorrect and is reporting approximately $60,000 when it should be closer to $80,000. The price looks correct if I click into actually edit the holding, but the price is incorrect everywhere else. 80,000 USD is approximately 60,000 GBP. Is there a currency…
On Investments, you can no longer see individual stock daily gains based on the number of shares x change in price that day. You only show as an example for day's gain $1.00 in Investments>Holdings>Market Value. You've always shown total daily gain for each stock. Also, bond total price is incorrect. It's showing for 1…
The decision to lock the cost basis for some investment accounts if its provided by the institution was not a good product decision. Please reconsider this. Here are a few suggestions which are better than the current behavior: Always allow the cost basis to be editable like it used to be. This worked great and the UI…
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…
As of today, the "desktop" version constantly times out and asks me to re-login. Please allow me to disable this. Let me be responsible for my account security please.
Hello - I got a new iPhone, and went to re-enable the apple wallet. In that process the Apple Savings account and Apple Cash account are now duplicated and the old account is showing an error. Is there a way to link them together?
Found a discussion in 2024 saying this was completed, but it's not. As an example, I have a savings goal for $1,000/month in 2026 that will complete in December 2026. I started a new one in 2027 for the same reason. My spending plan is reducing the combined $2,000/month, even though the 2026 will not apply. I'm aware you…
Anybody know the way to do so? I have no holding in these two securities but BlackRock Russell 2500 Index Fund. It can be confusing along with the correct security name - BlackRock Russell 2500 Index Fund.
I've seen some posts about issues with AMEX but not too much about issues in Canada. Any idea why I can't add my AMEX card to my Simplifi account? This has been an issue since my initial subscription and without all my transactions, I'll be looking for other solutions.
Last month nearly none of my bills were auto matched to transactions. The amounts weren't exactly the same, but it feels like this has gotten significantly worse over time. Like okay Apple increased price by $2 but it's on the same date from the same vendor - why not match? I even went as far as to set up a bunch of rules…
Has anyone noticed that more transactions are categorized incorrectly? The most egregious is now every refund I receive is categorized as personal income. I can't create rules for every vendor so I'm forced to manually recategorize. This never used to happen before
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!
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Mobile Release, released on October 22nd: FIXED: Error when dismissing a reminder. FIXED: Net Worth feature using incorrect tooltip type. FIXED: In Review Transactions, the applied filter text overlaps the transaction card when no…
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Web Release, released on October 21st: FIXED: Error when dismissing a reminder. FIXED: Can't select "last day of month" as the recurring date when creating a recurring series on the last day of the month. FIXED: Net Worth feature using…
We are currently seeing an issue where transactions are missing with Nuvision Credit Union in Quicken Simplifi. This is a known issue on the provider's side, and we do not have an ETA for a resolution at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper…
We are currently seeing an issue with Pelican Credit Union returning an FDP-2505 / EWC+ Authentication Redirect Failure 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…
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…
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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