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NEW 10/1/26: Paid reminders showing as past due on the mobile app
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I had previously linked my Apple Card to Simplifi and all was well. A few days ago it stopped updating. I reset the connection, didn't work. So I deleted the account and tried to re-add but now Apple Card isn't listed as an available account. I saw Apple Wallet is, so I tried that. When I press Add Account and choose Apple…
From the Dashboard screen in the iOS app, the Bills & Income box always has shown upcoming or late bills and income. It presently shows a few dozen past payments, many of which are a year old or older, despite already having linked payments. Also, in addition to Bill or Income series, it also shows an individual…
The promise was: Barclays Cards (in my case, a store credit card serviced by Barclays) has a new connector with Simplifi (via Plaid) which is supposed to be new, and improved, and awesome! The reality was: I have tried several days to update my connection, and every time I get the exact same error message: “Something went…
We’d love to hear from you! Try out Expense Receipts and let us know: How are you using receipts to manage your business expenses today? Does this feature help simplify your workflow? What improvements or enhancements would make this even more useful? Share your feedback below! Here is the announcement with more details:
It would be nice to quickly see a visual separation between items within major categories like BANKING. Banking, Investments, and Retirement are already in bold fonts. But items under each (checking, savings, credit) etc. are not. It would be easier to navigate if the sub headings could be bolded or separated by visual…
This discussion was created from comments split from: Automatically de-dupe Paypal Transactions.
I've been getting up to speed with passkeys over the past week with a few of my accounts now starting to support it. Once I got the hang of it, I really like it. And once you can remove the password all together, it seems really secure. Are passkeys on any short to medium term implementation roadmap?
I have 2 vanguard logins for myself and wife. each has several accounts. I previously had made one brokerage account manual for each login. Today I tried to reconnect both these accounts. During the process Vanguard authentication had a problem with the pop up sign on page. I was eventually able to reactivate both or so it…
Instead of just alpha order for planned spending, I want to be able to sort by spending priorities and sort by the amount of money planned to be spent. [Edited - Readability]
I followed "Jacobs" answers to get my account to rebalance (reconciling all the way back to the beginning). I did that, and it was okay the next month (August), just as he/she said, except it said I was off 60 cents. This month all of my entries are on my bank statement and vice versa, but now it says I'm $2,000+ off. What…
I've been trying to re-authorize my Home Depot credit card account through CitiBank for about 2 weeks and receive "We encountered a problem processing your request. Please try again later." every time I try. I've reset my password directly through the website and can login successfully to my account. It looks like Simplifi…
"Potentially Recurring" section on dashboards shows me countless one time payments as potential series. Meanwhile my employer name changed 1+ year ago and the existing series never ended but nothing was assigned to it while new paychecks have not created new series and don't even show up in potentially recurring. It's also…
The colors of the Past and Paid labels in the Bills section of the Spending Plan page are not accessible for someone with red/green colorblindness. I assume that the"Paid" text is green and "Past" text is red, but I can't really tell. In addition, the words "Paid" and "Past" are very similar when scanning the list and take…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
We are currently seeing an issue with TreasuryDirect returning an FDP-101 error in Quicken Simplifi. This is due to the new ID.me login process. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 Web Release, released on September 30th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Selecting parent categories during Watchlist creation does not mark them as selected on the first click. FIXED: Menu…
We are currently seeing an issue on the Quicken Simplifi mobile app where paid reminders are showing as past due. This has been escalated internally, and a fix is expected with the 6.39.1 mobile release. In the meantime, please do not unlink or delete the reminders to clear them. The reminders will go away once you update…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 and 6.39.1 Mobile Releases, released on September 30th & October 2nd: FIXED: Hide Cents option is partially hidden behind the 'Apply' button in report filters. FIXED: Financial Space header is positioned under the camera/notch on…
We’re currently investigating an issue affecting Police and Fire FCU in Quicken Simplifi. Customers may encounter an FDP-102 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for resolution,…
We are currently seeing an issue with Northwestern Mutual Insurance returning a 170 error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see 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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