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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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When there is a statement received, it is balanced. I would like to know if I can create a “Statement Balanced” category. This category will only have a “zero” balance and will only have the date of the statement and the reconciled statement attached.
I seem to have messed up while moving my discover account to capital one. I was following the instructions, made Discover a manual account and then reset the Capital One connection. I didn't think it worked and deleted the Discover entry under Capital One and did it again, but I now only have Discover transactions back to…
On the Reports home page, the saved report names on the right don't always match the report names listed across the top. The two EV and Gas reports have different names, as shown by hovering over the names on the top of the page, or opening the reports. Same for the saved report link Home Occupancy. That is the BV TH Exp.…
Chartway Federal Credit Union is no longer updating transactions when it updates. The totals for the account change, but no transactions are included. I have tried resetting the connection multiple times, but the issue persists. No error message is displayed. I am able to manually download a CSV file and update my account,…
HealthEquity has moved to passkey-only authentication and now permits exactly one financial data aggregator: Plaid. HealthEquity support has confirmed this in writing to multiple users: "Due to our recent security upgrade to passkey authentication, HealthEquity does not support connections with financial data aggregators."…
Target Red Card doesn't automatically download transactions. Not only has it not worked properly for over a year, we haven't gotten any updates in that time. See below: The only update was on 5/29/25. I'm making a new post because we can't comment on the above post, and all previous posts regarding this have been closed. I…
Try out Quicken Assist Chat and share your experience! We’d love to hear how it’s helping you manage your finances and any suggestions you have. The announcement for this feature has more details on how it works:
Tried to add an online biller and Quicken became unresponsive. had to kill…
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]
Trying to connect to my credit union but getting this error. Anyone else with this issue? URL is https://secure.communityamericaonlinebanking.com/
FDP-108 errors. Inconsistent, but frequent enough to be annoying/troubling. [Edited - Readability]
🎉 Great news! Dynamic Date Ranges in Reports are now available to all Quicken Simplifi and Quicken Business & Personal users! Thank you to everyone who shared feedback and helped shape this enhancement. You can learn more about the feature and how it works in our announcement here: We'd still love to hear your thoughts! If…
Hi, My Chase credit card balance in Simplifi is showing nearly $7,000, but in reality it's like $1,200…? How can I fix this?
This discussion has been merged.
Simplifi does a nice job of automatically downloading the statement balance for credit cards. It's a great feature, honestly. However, it often happens that a credit is posted to the account after the statement close date, and when this occurs, the automatic payment on the card will be less than the amount shown on the…
Keeping reports up to date just got a whole lot easier! We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users. One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay…
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Web Release, released August 5th: FIXED: Net Worth dashboard card graph gets distorted. FIXED: "Add manually instead" is incorrectly displayed when linking a manual real estate account to Zillow. FIXED: The 'Show excluded' filter in…
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Mobile Release, released August 5th: FIXED: The positive sign is not displayed for a category row in the Spending Transaction report when its total value is positive. FIXED: The progress banner for the Spending Plan getting started flow…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
Keeping track of business expenses is now easier with Expense Receipts — a new way to capture, organize, and manage your receipts directly in Quicken Business & Personal. Whether you’re taking a photo of a receipt while you’re on the go or uploading receipts you already have, Quicken can help extract important details and…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access all users on the Quicken Simplifi Web…
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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