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Hi, I've noticed that I'm missing historical transactions from several of my accounts for April 2026. It seems specific to the first two-ish weeks of the month from what I've seen so far. It also seems to be related to all account types. That said, I've confirmed Bank Accounts and Credit Cards for now. I've verified it…
Suggestion: if I type something in a category box and it's not a category yet, ask me "Would you like to create a new category for XXXX"? This would prevent many categories from being created by mistake (usually either a typo, or if by mistake I typed a tag's name into the category box). It would add one more click for the…
In March, I manually added a checking transaction for $0 to note a Voided check number. It's been listed as Pending since 3-17. Is there a way to list a check number as voided without having it Pending forever? Thanks
I recently opened a new Amex Rewards Checking account and added it to Simplifi. The linking process worked well, as I already had other Amex accounts (credit cards, savings accounts) linked to Simplifi, and Simplifi is able to download all transactions correctly showing all dates and dollar amounts accurately.…
It would be great to be able to un-cancel a previously cancelled recurring transaction series. Subscriptions (streaming services as an example) may sometimes be cancelled and then renewed at various points in the year. This would allow subscriptions to be turned on and off while maintaining the linked transactions in the…
I have been having this issue for the past 3 months where Simplifi just doesn't connect. I have read through numerous discussions, called Simplifi, called ADP 401k but with no luck. I am lost, completely! Could really use some help.
Quicken team. I'm confused. I saw posts saying that the HealthEquity issue was resolved. "UPDATED 2/18/26 HealthEquity is no longer blocking connections and has re-added support for third-party aggregators. This $0 balance issue is the only discrepancy users may still see, and it is being addressed. Please note that you…
I was recently able to get Simplifi to re-connect to my T. Rowe Price accounts. While it will show the total value of the account, if I go in to view the individual holdings, it states that there are no holdings. If I look under the Transactions tab for it, I can see my contributions and notations of Dividends to me, but…
I have my paycheck divided into two accounts. The first account is connected to bank but the second is a manual account. I setup a new recurring transaction for my paycheck to split between the two accounts. I set the transaction up linked to the first account and have a split to the second manual account. Transaction came…
We are aware of an issue in Quicken Simplifi that is causing some transactions to be missing. We will be rolling out a fix shortly to address the issue. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.…
Barclay's Bank Card again showing credit for debits.
despite authenticating successfully many times Simplifi keeps reporting a connection issue and asking to reconnect.
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…
I have two businesses I visit on a weekly basis, and instead of inputting all the information verbatim each week I was thinking if there is a way to setup a recurring data and just confirm each week that I visited. What do you all think?
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
Hello everyone! Here are the issues and features we were able to tackle with the 6.17.0 Web Release, released April 29th: FIXED: Closing a financial institution does not close the associated banking accounts. FIXED: The 'Search' button isn't working when searching for a financial institution. FIXED: Kelley Blue Book…
We are currently seeing an issue with Barclays 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…
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…
NEW 5/1/26: Missing transactions in Quicken Simplifi
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