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Apple savings account showing like a credit card as negative with no pending or incorrect transaction. Bug for last few days. How can we make it positive or fix the balance.
It seems the suffix for all the symbols for investments on the (Canadian) Toronto Stock Exchange have changed from .TO to .CA and Simplifi is no longer updating them. If you open one (or any) of them in Simplifi you get the error message: Invalid Symbol, Please Try Again (displayed in red text). If you attempt to add as…
I manually added a loan but I realized that putting in the starting balance and how much I'm paying each month doesn't give me an accurate remaining balance, due to interest on the loan. Having some way to either import an amortization schedule or to input the values right in Simplifi would be amazing. The payment can be…
There is not currently a way to categorize an account as a 457b. There are categories for IRA, 401k, 403b, etc., but my 457b shows up under “Other Investments,” which is somewhat irritating. Thanks!
As presently noted, notifications for overspending take place if certain parameters are met. This includes if you spend more than your budgeted amount. Right now, notifications DO NOT take into account any rollover additions to a spending category. So for example, if my budget is $250 and the total allowed to spend (budget…
I've been noticing that on my dashboard, the Investments Total Market Value is off by ~ $10,000 from what the total is across all my investment accounts. See the attached screenshots. I believe it may have to do with an issue related to one of the securities not being recognized properly even though at the time of entry,…
Greetings, I'm a long-term user of Quicken Desktop and brand new to Quicken Simplifi. When splitting transactions, please add a built-in calculator like in Quicken Desktop. For example, I have two separate categories; one for "Groceries" and one for "Milk"...we buy a lot of milk! When entering a receipt with 4 gallons of…
I would leave Quicken for Mac in a heartbeat if the loan What-if analysis was part of Simplifi. It's the only thing missing that keeps me on the desktop version
Hello, Please add Onity Mortgage (formerly PHH Mortgage) as a supported institution in Simplifi. Here's their login URL: https://account.onitymortgage.com/onity/#/login
My Guild Mortgage account connection used to work well, but stopped syncing around a year ago. I have already tried resetting, recreating, to no avail. Tried to find someone online but we never stay available for long enough at the same time to finish with the bug report, so I will do my best here: I am able to provide…
The gentleman that helped me was unusually patient. He listened well and solved my issue. Also, he taught me how to do some things with Simplifi. I very much appreciate his assistance. I tried to submit this feedback via the email link provided but it didn't work because I had just submitted feedback on another issue and…
Can you create a pane for our main dashboard window, where it finds and lists all subscriptions to apps and services (also lets us edit the list to monitor only the subscriptions we want to monitor),, that provides when they become due for credit card auto-renewal, the amount of the subscription, that gives us the ability…
Previously these were Learningquest.com accounts but they have changed to quest529.com. These are of course 529 accounts for education savings.
Credit Cards like Chase have a Pay Over Time feature, it would be awesome to be able to mark these transactions in Simplifi to track and have it budget the payments out over time instead of only one large hit on the initial month of purchase.
Hello everyone! Here are the issues and features we were able to tackle with the 6.21.0 Web Release, released May 27th: FIXED: The Quicken animated logo looks bad in dark mode. FIXED: Search input loses focus while typing on the Transactions page. FIXED: Saved Reports search returns inconsistent filter results on repeated…
I use the Classic version of Personal & Business and have the following feature requests: BULK ACTIONS Add a client to transactions. Use Case: I run a media firm, so we have to go in on dozens sometimes hundreds of transactions and manually add the client to get profitability. Split transaction based on a set percentage…
Hi, I'm a Mint refugee. I think Simplifi is a MUCH better product and although it's not perfect of course, the few issues I've had so far have been resolved. Support has been overall great, and I appreciate the ongoing improvements. Just a note to say thank you to the entire team.
User Access Denied: Access Denied, Connecting with partnerUid: discover_prod for intuitProperty: quicken, intuitUserId: 9411835537820475, intuitRealmId: 9341456802968901 on user authorization, error_code: access_denied Care Code: access_denied I'm not able to connect to discover card account. I've added the account…
We are currently seeing an issue with Thrift Savings Plan 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…
We are currently seeing an issue with NetExchange Investor returning an FDP-106 error in Quicken Simplifi. Users are also reporting missing accounts. 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…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
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…
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NEW 5/22/26: Apple Wallet Accounts - Inverse Balances
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