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Hi there! If possible, it would be awesome if y'all could add Georgia Power to the bill connect options. Their website is https://www.georgiapower.com/. . They have over 2 million customers and operate in almost every county of Georgia so it would help a lot of people. Thank you so much!
I'd like Affirm Bank/Savings Accounts to be added to Simplifi
Reports and drilldowns work well in the mobile app, but I cannot find a way to export or print them. Questions: Can iOS reports be exported to PDF, CSV, or Excel? Can iOS reports be printed in a transaction-detail format? Are export/print options available only in the web/PC version? If so, can the web/PC version export…
Hello, I am attempting to add my PayPal savings account using the "add account" function PayPal paypal.com I was able to find and add my Debit card account but not the "Savings account" I tried "Reset Connection" but the account was still not found I will say this account hasn't really ever been used. Should I wait a few…
Something really weird just happened! I have a credit card with a recurring reminder for the bill payment as a transfer from my checking account to the cc. The date for that is the 17th of the month, and the upcoming reminder had an amount of over $2000. Today, that credit card downloaded a pending transaction for a refund…
Ollo card is part of Merrick Bank but the sign in is at https://www.ollocard.com/
Would like to be able to export / download my spending plan outcome for each month to a .xls or .csv file so I can import into an annual budget tracking spreadsheet I maintain. This helps to provide an annualized budget picture based on actual (past) months, and forecasted (future) months. Or you can just build this…
Hi team, I noticed starting in mid February, around the time some of the custom report features were rolled out, making an inline edit to a row on the transactions page does not result in a server request to persist the change. Specifically, the PUT to the services.quicken.com/transactions/{transaction_id} doesn't fire…
The new feature for individual split exclusions is perfect! Except the spending plan exclusion is not actually excluding it from the spending plan for me. The reports exclusion for the splits is working fine.
We are currently seeing an issue with UBS Financial Services Inc. returning an FDP-103 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 will post updates as soon as we do. If you would like…
Website is https://www.myavista.com/. Thanks!!
seems odd that quicken cant get major companies to work with them
Any idea when connectivity to UBS will be fixed? The last time I did post, it was a WIP since May 2025. https://community.simplifimoney.com/discussion/14706/ubs-wealth-management-fdp-103-edited#latest…
Please Add Education First Credit Union to Institutions Homepage: https://www.educu.org/ Log In Page: https://educuaccess.educu.org/login It is NOT the Beaumont one that is already an option.
I just logged in this morning, and all my purple flags have been changed to light blue. This is not a flag color that I use. I use purple for transactions to be reconciled a green to identify reconciled transactions. As of last night, all the purple flags were in place. Others might want to check their flag colors as well.…
I spend most of my time in Simplifi in the transactions screen categorizing transactions. I'd like the option to get more of the screen devoted to seeing these transactions. The top left carrot to get rid of the accounts sidebar is great! I'd also like the ability to get rid all of these items (see screenshot) as I never…
This discussion was created from comments split from: E Trade connection started failing 2 days ago. FDP-102.
In Quicken Business & Personal / Simplifi-style QBP, can transfers be tax-mapped? Use case: HSA or IRA contributions recorded as transfers from checking to an HSA/IRA asset account. Questions: Can transfers be marked tax-related? Can transfers map to a tax form/line? Can split-level tags/notes on transfers appear in tax…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will no longer be supported in Quicken products, including Quicken Simplifi and Quicken Business & Personal. This means that manual tracking will be required moving forward. If you are currently connected to…
We are currently seeing an issue with E*TRADE 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.18.0 Web Release, released May 6th: FIXED: Incorrectly showing Partner Auth error when user signs into bank website and subsequently cancels at account authorization screen. FIXED: User is able to enter letters and special characters in the…
We are currently seeing an issue with Barclays downloading duplicate transactions 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 will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with Wescom Financial returning an FDP-103 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…
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…
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[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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