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Bilt (https://www.biltrewards.com/) switched from Wells Fargo to Cardless.
Bilt Rewards just launched three new card products, all of which are issued by Column N.A. and serviced by Cardless Inc. Cardholders can only access these accounts on the Bilt Rewards website. Column N.A. and Cardless Inc. will not offer separate profiles for cardholders to view or manage their cards through their…
Hello, I'm trying to add an account with aimloan. When the connection window opens, I get an error message that says "Your financial institution isn't currently supported to establish a connection to your accounts. (1415)".
Hello, I need help correcting the balances of my investment accounts. I recently transferred assets from Brokerage Account A to Brokerage Account B (a regular ACATS). Both accounts are connected to Simplifi through automatic syncing, and I did not enter anything manually. However, Brokerage Account B shows the incoming…
A mortgage payment/bill showing as a + vs a payment/bill. I confirmed it is a payment. How can this be adjusted, please?
This discussion was created from comments split from: PayPal - Missing Credit Account (edited).
To connect to Alerus - Personal, you must re-enter your credentials. If that does not work, try entering them on the website at Alerus - Personal to ensure they are correct. Care Code: FDP-103
@Coach Jon Jon, I think you work closely with the programers, or engineers, can you check on this for me? A couple of months ago I noticed deposits like Social Security and retirement for me and my wife were being recorded as personal income. I had created a more descriptive category which I made a sub category a personal…
[removed] This is an issue found on the Simplifi Android app, although it might also be present in other app platforms. While minor, can you please correct the word 'send' to 'sent'. The correct phrase should be 'Enter the OTP sent over sms' Thank you.
Your product gets some basic automatic categorization wrong. Do you have any of such capabilities or I have to create rules? But I cannot create rules for all transactions. Basic things that you got wrong Wealthfront Edi Pymnts On 02/03 ⇒ "Car Insurance"??? Costco Gas ⇒ "Groceries"??? S325ar1 Rent ⇒ "Uncategorized"???
When support for a connected institution changes, it is often better to just disconnect the institution rather than let it take forever to give up and error out when updating your accounts. It would be nice to be able to opt in to get a notification when support for that institution is restored. Fin said to come check the…
It's very inconvenient to go through extra steps to include the check number after creating a New transaction. Why isn't there an option right in that window to automatically allow it to be entered?
Team, Whatever patches you have done have NOT resolved my issue with the balance issue. How do I get this fixed?
I just noticed that I have two categories for Mortgage Interest, one that I created and one that's under Mortgage. Was that added at some point? I'll consolidate them and probably remove the one I created but really I'm just curious when this happened.
We are seeing an issue where Quicken Simplifi users are receiving an incorrect share price with FIMM Government (FRGXX) and Fidelity Treasury Money Market Fund (FZFXX), causing an incorrect net worth. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.5.0 Web Release, released February 4th: FIXED: Dashboard customization: "Cancel" should discard all changes, including "reset to defaults". FIXED: Split Transaction view has reduced Category field. FIXED: Various errors and crashes.…
We are currently seeing an issue where users are experiencing missing transactions with Lending Club - Personal & Business Banking 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…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
We are currently seeing an issue with NY’s 529 College Savings Program 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 will post updates as soon as we do. If you would…
We are currently seeing an issue with Berkshire Bank WC returning an FDP-101 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…
We are currently seeing an issue with EQ Bank 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 are currently seeing an issue with Vancity 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 be…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
