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NEW 7/14/26: Partners FCU returns code 401/"invalid_client"
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I am currently having an issue with the how QS brings over the DA Davidson data. I am finally able to connect to the web site and successfully import data. The data, however, comes over in amount about 4X's it's actual value. Is there a way to correct this issue in Simplifi? or is this a system problem which needs to be…
In Mint, I can connect to Bright Start Savings (a 529 plan) but in Simplifi, it only shows Bright Start - Advisor (which is for the financial advisor-sold version) or Bright Directions (which is a different advisor-guided 529 product). I would like to request that the Bright Start Savings account type is added. Login is at…
Is there any updates on connectivity to Raymond James? It has been 5-6 months and Quicken will not connect properly. If not, I will gradually move to another product.
There are multiple posts regarding this issue which have been closed; however, this issue has NOT been resolved. Attempts to add accounts with Manulife Bank result in the following error: "You have already added all your accounts." I share the frustration of the other users also impacted by this issue; it would be…
I have not had connectivity to RW Baird going on 4 weeks. Is there a problem on the Simplifi side? Does anyone else have that issue?
Hello everyone! Here are the issues and features we were able to tackle with the 6.29.0 Web Release, released July 22nd: FIXED: Transaction reports display transactions in ascending order instead of descending order. FIXED: Various errors and crashes. FIXED: QBP: Industry list is not alphabetized. FIXED: QBP:…
The connection to Golden 1 has been broken for 17 days (since Golden 1 updated its website and app). A moderator has reported/announced it's a known issue; however, there are no updates or a projected time to resolve it. My specific error is Care code: FDP-105.
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:…
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Providing a way to multi select transactions to apply a change across all of them would make it much faster to engage with different features, such as marking items reviewed or tagged or with a particular category
I use Fidelity Cash Management feature to pay my bills from my Brokerage account. This is where my cash flow is managed. Simplify doesn’t let you select a Brokerage account to manage cash flow. This needs to be addressed. As a retiree, I use this feature to determine when I need to add funds from my retirement savings to…
I have not had use of my Quicken simplifi account since June 2, 2026. Is anyone else having this problem? I am desperate for this to be resolved. Thank you, Dana
This discussion has been merged.
I'm not sure if I'm the only one with this issue but my net worth CHART keeps excluding a manually entered investment account, whereas all the other numbers (like the big one on top) do not. In essence, my chart is always that much lower while all the other numbers and summaries and reports show the correct number. All…
If the goal is to simplify financial management, why not allow users to create custom account groups? For example, they could create a “Cash & Savings” group that combines both “Cash & Checking” and “Savings” accounts.
The singel most common task I do when opening Simplifi on click on either Transactions or Dashboard Home , immediately followed by clicking on on my credit card account Its by far the most frequently used account and one that changes a lot. If I'm looking for recent activity it will be right there. Today this takes two…
I don't understand why these threads keep getting closed without any resolution. What's the point of a budgeting app if I can't get any of my transactions working? https://community.simplifimoney.com/discussion/comment/68825 https://community.simplifimoney.com/discussion/comment/71011
This discussion was created from comments split from: Enhanced Transaction List Toolbar: Share your feedback here!.
We are currently seeing an issue where transactions from Bank of America are missing (not downloading) 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…
I've got a bunch of transactions with Statement Names as such: Fedexxxxxx0188 Fedexxxxxx0305 Fedexxxxxx0338 Fedexxxxxx0601 …and a whole bunch more. Who knows what Fed Ex is doing? Sometimes they even throw in a few more X's in case six weren't enough! Anyway, how can I write a rule to apply to all these transactions? I'd…
Hello everyone! Here are the issues and features we were able to tackle with the 6.29.0 Mobile Release, released July 22nd: FIXED: Unable to enter a fractional share of less than .1 in Investments. FIXED: When the selected time step is larger than the selected date range, the Net Worth and Savings charts display a single…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
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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