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Just tried mobile reports today for Income and Expenses on iPhone. When selecting current month or last month, the bar chart is totally compressed and unreadable. Switching to last 3 months date range, its very readable. Not a huge issue to me but wanted to report it
Q. I have been running Simplifi and Classic side by side for couple of months. I have had Classic for over 2 decades. In Simplifi (web) it shows all investment transactions, with "Description/Category". If you try to update "Category" it defaults to Security/Payee. It seems if Simplifi is going to show "Category" on the…
I have not been able to get updates from my Boeing Employee's Credit Union (BECU) accounts for a couple of days now. repeated attempts to re-connect have failed.
You’ve moved Setting and other buttons from the lower left (off the active screen, so you had to scroll down to reach it ofttimes) to the top of the screen. That was good (great). But it’s absurd that you didn’t also move the refresh icon to the same location….Please make this change.
I am probably just slow at noticing this, but I wanted to point out the differences I now discern. In the upper right hand corner where you see the Balance Amount, the verbiage differs according to account types: "Balance with Pending" for Connected Checking and Savings Accounts. Nothing but the Amount for Connected Credit…
If I set BofA Checking to "Balance with Pending" the pending transactions are not calculated. If I change it to "Bank Balance (Default)" they are calcualted but the the "All Account List" still showes "Balance with Pending". Why is this happening?
I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.
I am fairly new and joined Simplifi in late December. Our Capital Group American Funds accounts connected easily and have worked well until the last couple of weeks. I have searched and I have found issues in the past from 2024 and the last one in March 2025. Are others having issues currently? Or does anyone have any tips…
This discussion was created from comments split from: Still receiving bill connect email notifications after cancellation and dataset deletion (edited).
This probably doesn't technically qualify as a bug, but it definitely is either an unintended consequence of some other change, or an outright mistake, or just a bad decision by someone messing around with the UI. The account list used to be one line per account, and was much easier to use. Now it's about an inch wide on…
I've wasted close to half an hour on this and it's super aggravating. Everything was fine until recently when we opened a new credit card with Citibank or Citi or Citi Cards, whoever it was! Why are there two such banks listed? Either one will get to the credit cards, yet it seems Quicken treats them as different, so I…
I found that this was also reported in Jan 2025 by someone, but they didn't respond with more details when asked. This is how it looks to me: Simplifi CSV Import — Category with "/" Not Recognized When importing a CSV transaction where the Category field contains a / character (e.g., Services:Professional/Business),…
Either you try to enter a recurring expense or a manual transaction due over one year from, it is impossible. Simplifi is blocked for entries over one year. This is a nonsense. Why limit entries to one year. So if the recurring expense starts on May-13-2026 for monthly payments, the last month which happens on…
This discussion was created from comments split from: Split transactions should be treated as separate transactions (2 Merged Votes).
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
Hello everyone! Here are the issues and features we were able to tackle with the 6.11.0 Web Release, released March 17th: FIXED: Copy/paste into the Contains field in transaction rules does not retain all keywords. FIXED: Page crash after deleting a recurring series linked to a biller. FIXED: When editing the account…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
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] 2/20/26: HealthEquity returns an FDP-108 error
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