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Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details: https://community.simplifimoney.com/discussion/15578/new-feature-alert-net-worth
Dear Quicken Simplifi User, It’s time for my first letter of 2026, which will reach you on the eve of an exciting milestone: 10 years as a standalone company on March 31. As we near that anniversary, we have plenty to celebrate and even more to look forward to. Over the past four decades, tens of millions of people have…
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I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
No changes have been made to settings, but none of the bank transactions or account totals have been updated for 3 days now. I am a new user and deciding whether to keep the program - why would this occur? Does this occur often? How is it remedied?
I am able to connect Simplifi to my E*TRADE account. The total balance of the account is accurate, but Simplifi incorrectly shows that I own zero stocks in that account, while my actual E*TRADE account has two stocks. I already reset the connection and re-connected in Simplifi, to no avail.
if I go to projected cash flow from my ipad, And I edit one future transaction amount, such as adjusting a credit card payment, Future cash flow balances do not update unless I leave the projected cash flow screen and come back in.
Is this new in Web Release 6.12.0? I just noticed that with Show Splits Option off that when I hover over the Split in the Transaction List, it shows me what the split is. This is very nice. I've been in Show Splits for a while, so may have already been there, but it is newish. Thanks.
I need to run a report periodically, but all i need to see is the total number of transactions that match the filters (in this case i need to see the number of transactions with a particular tag for a particular time period). I end up manually counting them which isn't horrible but certainly won't scale well.
Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
Hello! I've been trying to change my bank settings to show "bank balance" instead of "balance w/ pending" as balance with pending doesn't calculate correctly with Ally Bank. For example, if I have $200 in my account and have $100 pending, quicken will show that I have $0 in my account. This is because quicken is pulling in…
In Quicken Classic there was a screen that showed how actuals compared to budgets. Available for any month or YTD. In Simplifi income/expense report only for one month. I would like to see similar to Quicken Classic Mike Z
For manual accounts that can't be directly connected to simplifi, add a url link to their respective websites. Allows for quick access. Find a way to reduce the friction of keeping manual accounts up to date.
Hi, How do I get transaction amounts to show in reports run by category? I’ve run some reports by category, but no amount is shown for the transactions. I’ve tried hovering over column headings for the “manage columns” option, but I haven’t been able to find that option. Thank you!
Hi, I’ve tried for some time to add my Macy’s credit card to my accounts, but never have been able to do so. (I’ve received a variety of error messages.) The url is: https://www.macys.com/my-credit/gateway. How can I add this account? Thank you!
Hi, On both Safari and Chrome on my Mac desktop, the settings option in the left pane does not appear. How can I fix this? Thank you!
Want to show someone Quicken Simplifi’s features or your progress toward financial goals without revealing private details? We’ve heard from users that this is a common need—and Privacy Mode, now available to 20% all of Early Access on the Wep and Mobile apps, makes it easy! With Privacy Mode, sensitive information like…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Simplifi. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the bank fo America site or app you typically use to manage your third-party consents for assistance." This…
We are currently seeing an issue with PennyMac Home Loan Solutions returning an FDP-105 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…
We are currently seeing an issue with Comerica Bank returning an FDP-106 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 6.12.0 and 6.12.1 Web Release, released March 25th & 27th: FIXED: Deleting a Recurring Series from the Edit Series modal does not generate a confirmation prompt. FIXED: Cash placeholder icon is using the incorrect background color.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 and 6.12.1 Mobile Releases, released March 25th & 26th: FIXED: Searching transactions by payee fails when the payee name begins with a number. FIXED: "Add with Zillow instead" option is missing when adding a manual real estate account.…
We are currently seeing an issue with American Express returning an FDP-101 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're experiencing this…
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:…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
Congrats to our most Active Monthly Users!
