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I've built several payee-rename / category-update rules (e.g., for Capital One, Citi card payments, and an Apple Care rule), and the same problem keeps recurring across different rules and different accounts: The rule is correctly configured (verified — keywords, account scope, and actions are all set up properly). When I…
I encountered a weird issue a couple of months ago. Spent some time fixing it with a chat agent and it was determined to be a fluke. Agent said to be in touch if it happens again. Well, it happened again. I opened the chat and was told the following: Since your issue isn't covered in the Community forum, I'm happy to help…
Hello, Some new payment/deposit transactions from my Robinhood account are coming in with the wrong sign. Two new deposits (one from my cashback, and one wire transfer) are in there as expenses rather than positive transactions. Is this a known issue? Thanks.
my home is not showing up when linking to Zillow. Real bummer and might switch to another platform if I can’t get this fixed.
The "Cost Basis" field within the Investments section is currently locked and no longer accepts manual edits. Furthermore, all previous manual adjustments I made to this field have been retroactively overwritten by synced data from the connected broker.
would be great to be able to exclude certain categories or tags from spending trends.. For example, all reimbursable, or vacation spending.. both of which tend to cause lumpiness that's not really indicative of spending patterns.
I am creating an idea post at the suggestion of Coach Natalie (here’s a link to that discussion: https://community.simplifimoney.com/discussion/comment/12537#Comment_12537 ) I’d love to be able to snap a photo to scan receipts and automatically create transactions for review while on the go. For example, QuickBooks can…
It would be great if the Reports would preserve whatever changes we make to the Column layout. For instance, I never use Tags and prefer to use Notes on transactions, but the reports default to using the Tags column even after I swap that out for the Notes column. Every time I come back to my saved reports, I have to…
It would be great to automatically change the light/dark mode theme of Simplifi based on the user system preference, as communicated by the browser. This can easily be detected by a CSS media feature. This is especially useful since computers can change the system light/dark mode automatically based on time of day. Thanks!
Expand iPhone Face ID for login with app.
I've seen discussion here around this option. I have tried to add a 401k account under "Ascensus version of Vanguard Plans" (ascensus.com), with no luck. The website with the direct login is my.vanguardplan.com. Any advice is welcome -
D.A. Davidson started to fail to connect a few weeks ago. Was FDP-102 at the time. Removed connection and tried starting new and currently getting FDP-105. D.A. Davidson thinks it connecting as it send email stating a new connection. MFA supplied a pin and then errors after returning the pin.
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 users on the Quicken Simplifi Web App.…
HOW DO YOU ADD A BUSINIESS THAT YOU PURCHASE PRODUCTS FROM.
Hello, I am having problems connecting to my Alerus Financial Services account. I am able to connect throught their website with no problem. I switched to using the "Alliance Benefit Group" connection which uses alerusfinancial.com and it worked for a couple of months, but this broke again and it gives me this error code:…
I am trying to use the Tax Planner to determine the amount of my estimated tax payments to make but the prior year tax payments show in the report. What is the best way to handle the prior year tax payments. Thanks, Jim
We are currently seeing an issue with Capital One 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 to be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.24.0 Mobile Release, released June 17th: FIXED: Deep linking from the 'uncategorized transactions' notification to the Spending report is broken. FIXED: Deep linking from the 'transaction needs your attention' notification to the Reports…
We are currently seeing an issue with Robinhood 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 to be…
PNC Bank is acquiring FirstBank of Denver, CO. As part of this transition, customer accounts will be migrated to PNC, and existing FirstBank connections in Quicken Simplifi will no longer work. Key Dates June 18, 2026 FirstBank of Denver, CO connections will be disconnected. Transaction downloads from FirstBank will stop.…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
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…
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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